Free Financial Tools
for Trade Contractors
Better visibility starts here.
Explore practical tools designed to help you understand your numbers, evaluate job costs, and identify opportunities to improve your financial operations. Simple resources to help you make more informed decisions for your business.
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Practical resources to help you understand your numbers, identify potential issues, and make more informed financial decisions.
Month-End Close Checklist
Stay organized and keep your books accurate with a straightforward month-end financial checklist.
View Free ToolJob Cost Health Report
Review your job costing processes and identify areas where better cost visibility could improve profitability.
View Free ToolStandard Costing for Equipment
Understand what your equipment really costs and how those expenses affect job pricing and profitability.
View Free ToolJob Health Score
Answer a few simple questions to get a quick snapshot of your job's financial health and identify potential concerns.
Get Your Free ScoreJob Profit Check
Compare your budget to actual job costs, spot potential overruns, and see how your profit margins are trending.
Check Job ProfitWIP Schedule Template
Track work in progress across active jobs, monitor billing and retainage, and gain better visibility into job costs and cash flow with this free Excel template.
View Free Tool
Know Your Numbers.
Make Better Decisions.
Running a profitable contracting business takes more than keeping the books up to date. You need to understand what your numbers are telling you and where potential issues could be affecting your bottom line.
Understand Your Costs
Get a clearer picture of where money is going across your jobs, equipment, and daily operations.
Identify Problems Earlier
Spot potential gaps in your financial processes and job performance before they become bigger issues.
Make Confident Decisions
Use better financial information to guide pricing, planning, and decisions about your business.
You don't need more reports. You need numbers you can trust.
Need More Than a
Quick Financial Check?
Our free tools are a great place to start. When you're ready to take a closer look, EdgeStrat can help you clean up your numbers, improve your financial processes, and build the visibility you need to make better business decisions.
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