Download Free Tools to Take Control of Your Job Costs and Cash Flow

Built for subs. No fluff, no forms that break, and no corporate BS. These are the exact tools I use with clients to forecast cash, bill on time, and stop profit leaks.

💵 Cash Flow Forecast Template (Excel)

See cash flow dips before they hit your wallet.

Weekly and monthly views
AR + AP tracking by job
Visual timeline to plan hiring and billing

→ Download the Cash Flow Forecast Tool

🧾 Schedule of Values & Billing Template (Excel)

Get paid for the work you’ve done. Stop fighting broken forms.

Built-in retainage and % complete tracking
Follows G702/G703-style logic
Designed for real-world subcontractor billing

→ Get the SOV/Billing Template

📁 Construction Project Document Tracker (Excel)

Track the RFIs, COs, submittals, and delays that kill your margin.
All-in-one Excel tracker across 6 tabs
Includes aging, status, and cost risk columns
Built for subs who need visibility without software bloat

→ Get the Project Document Tracker

Want Help Putting These to Use?

Talk to a CFO →

Most subs don’t need another spreadsheet.
They need clarity, context, and a system that works.