Specialty

Construction finance, run properly.

A single draw touches the budget, the schedule of values, retainage, and the pay application — and in most builders' offices that chain lives in disconnected spreadsheets. We run it as one system.

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What we run

The whole chain, not a piece of it.

  • 01Job costing & cost codesA cost structure that answers "did this job make money" without a week of digging.
  • 02Project budgets & commitmentsSubcontracts and purchase orders tracked against budget as they're committed, not after.
  • 03Change-order managementOwner and sub, both directions, so an unsigned change order can't quietly eat the margin.
  • 04Pay applicationsG702-style continuation sheets that tie to the schedule of values and get approved the first time.
  • 05Draws & retainage trackingWhat's billed, what's held, what's actually coming — per project, per period.
  • 06WIP & percent-complete schedulesOver- and under-billing surfaced monthly, in a form your surety and your banker accept.
  • 07Project cash flow & cost-to-completeThe forward look, not just the rear-view.
  • 08QuickBooks for construction, set up rightItems, classes, and projects structured the way construction actually works.

What you get

The artifacts.

WIP schedule · draw package · pay-application set · job-profitability report · committed-cost report. Here is one of them, with illustrative data.

Specimen — illustrative data

WIP schedule — one-pager

Project 04 · Meridian TowerWk 28
Contract value2,480,000.00
Approved change orders146,000.00
Revised contract2,626,000.00
Cost to date1,310,400.00
Est. cost to complete742,600.00
Percent complete63.8%
Earned revenue1,675,388.00
Billed to date1,495,000.00
Underbilling180,388.00
Flag — CO #14 unsigned(18,400.00)
Specimen — illustrative data

Draw package — contents

Pay application (G702-style)✓
Continuation sheet, ties to SOV✓
Conditional lien waivers — 9 subs✓ 9/9
Stored-materials support✓
Retainage held to date149,500.00
This draw, net of retainage211,850.00
SubmittedDay 3

Pay applications are typeset by us in a G702-style layout. AIA owns the actual G702/G703 forms; we don't reproduce them.

Who it's for

General contractors, trades, owner-builders, developers.

If you bill by pay application, hold retainage, or carry change orders across a job, this is built for you. If you run a handful of projects and the office runs on one workbook that only one person understands — that's the situation we fix most often.

We run what we sell

We run construction finance so often we built software for it — BuildDatum, now in private preview. See what it covers →

What it costs

Scoped per engagement.

Construction finance work isn't priced on a page — the cost depends on how many projects you run, what shape the books are in, and what's already in place. So we start with a free discovery session, tell you straight whether we can help, and quote fixed before anything begins.

Founding-client terms for our first engagements: preferential rates in exchange for a reference.

Book a free discovery session How pricing works