Financial Resources

2018 WIP & Margin Variability Report

Judith Miller’s Margin Variability Report for 2018.

248.92 KB

An Organized Financial Statement Chart-Of-Accounts

Financial Statements that are logically organized are much easier to use…
61.70 KB

Budget Development Tool

Use this set of spreadsheets to create your Annual Budget, one of the most…
492.00 KB

Completing Your Work-In-Progress (WIP) Worksheet

Use this set of instructions in conjunction with the Work-in-Progress (WIP)…
63.03 KB

Creating An Accurate Annual Budget

Review this Annual Budget Spreadsheet to see an excellent example.

42.50 KB

Draw Request Tracking Form

Use this form when it is time to request a draw payment from a client.

11.46 KB

Emergency Telephone Directory Template

Use this template to document all necessary Emergency telephone numbers and…
69.20 KB

End-Of-Year Administrative Procedures: A Checklist

End the year with all i’s dotted and t’s crossed by following this end-of-year…
62.05 KB

Golden Triangle White Paper

The Golden Triangle helps us understand what we mean when we require all…
115.21 KB

Handling Over/Under Billings from the Work In Progress Statement

Over and Underbillings are a result of tracking company finances using the…
1.37 MB

How To Allocate Indirect Expenses In QuickBooks

This document provides instructions on how to track and allocate indirect…
61.95 KB

How to Handle a Job When it’s the Owners Home

So, you want to remodel your own home but don’t want to turn your books upside-down?…
284.90 KB

How To Handle Rebates and Discounts On Your Profit & Loss Statement

Accurate financial statements are the foundation of a strong business. Use…
61.66 KB

How to Track Different Revenue Streams

Keeping track of your various revenue streams in QuickBooks can be challenging….
25.94 KB

How To Use Purchase Orders To Control Job Costs

Use this document to understand and help you implement a Purchase Order system….
65.98 KB

Job Cost Report Example

Job Cost Report Example from QuickBooks

11.77 KB

Labor Burden Calculator

Use this excel-based calculator to discover your true (fully-burdened) cost…
32.50 KB

Margin Variability Checker

Use this test to ensure you are following all Remodelers Advantage best practices…
41.65 KB

Move From Cash To Percentage-Of-Completion Accounting

Percentage of Completion Accounting is the format that is right for most…
62.56 KB

Outsourced Payroll in QuickBooks

How to capture the gross wages + labor burden onto the jobs
and balance dollars…
67.65 KB

Owners Draw – Where Does it Belong?

Where do I put my owner’s draw? Does it belong on the P&L? Should is…
208.96 KB

RA Sample Chart of Accounts

RA Sample Chart of Accounts Excel File

25.66 KB

RA Sample Chart of Accounts – IIF File

RA Sample Chart of Accounts – IIF File

14.00 KB

Reviewing Financial Statements: A Diagnostic Tool

Learn how to review financial statements and quickly uncover problem areas….
61.46 KB

Sample Balance Sheet

Your company’s Balance Sheet contains a great deal of valuable information…
36.62 KB

Sample Balance Sheet

Use this sample Balance Sheet to build your own in the most common format…
15.22 KB

Sample Cash Flow Worksheet

Cash is king. Use this Excel Spreadsheet to help you track, manage and predict…
72.00 KB

Sample Profit & Loss Statement

Use this sample Profit & Loss Statement to organize your company’s financial…
18.22 KB

Sample Progress Payment Reminder

Use this form to remind your clients about payments made as well as upcoming…
60.48 KB

Sample Work-in-Progress Spreadsheet 2

Use this document to track projected profits, revenues and more. This is…
528.50 KB

The Golden Triangle Chart

Use this test to ensure you are following all Remodelers Advantage best practices…
11.33 KB

Understanding Your Balance Sheet

Your Balance Sheet contains very valuable information that will help you…
68.10 KB

When To Move From QuickBooks

While QuickBooks is the most popular accounting software used by our members,…
46.50 KB