


Inside, you'll uncover:
Where money is quietly slipping through your business each month
The job costing and cash flow habits of high-performing contractors
The critical numbers your bookkeeper isn’t tracking — and why it’s costing you
How to forecast growth with confidence and keep more of what you earn

Most contractors think their bookkeeper has it handled.
But bookkeepers record the past.
Profitable companies plan the future.
This checklist shows you exactly how to shift from reaction to strategy — so you can scale with clarity, confidence, and control.

After you download the checklist, you’ll have the chance to book a complimentary Profit Clarity Assessment with Jessica Green, Strategic CFO & Tax Advisor. She’ll walk you through your results, identify hidden profit gaps, and outline what to fix before year-end.

Green Tax & Business Advisors
Strategic CFO & Tax Advisory for 7–8 Figure
Construction & Trade Companies
[email protected] | (214) 561-0474
Green Tax & Business Advisors
Strategic CFO & Tax Advisory for 7–8 Figure
Construction & Trade Companies
[email protected]
(214) 561-0474