Free financial tools
Practical calculators, templates, checklists, and financial resources designed to help contractors understand their numbers, protect margins, and run a stronger business.
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Explore practical guides and financial insights built around the challenges contractors actually face, from job costing and cash flow to bookkeeping, systems, and profitability.
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Contractor
Month-End Close
Checklist
This checklist helps contractors verify that their books reflect what actually happened on jobs this month so cash flow, labor, and job profitability issues are visible before they become problems.
Job Cost
Health Report
A simple self-check for trade contractors
A quick self-check to understand how much visibility you actually have into job profitability today.
Most well-run trade businesses uncover a few blind spots the first time they go through this.
Standard Costing
for Equipment
Journal Entries & Chart of Accounts Guide
A practical guide for contractors who want to charge equipment consistently to jobs while keeping actual fuel, repair, depreciation, and other equipment costs properly separated.
Apply
Charge jobs a consistent hourly equipment rate.
Record
Track actual equipment expenses as they occur.
True Up
Capture the difference as an equipment rate variance.
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EdgeStrat Finance products provide tools, templates, and systems designed to support financial organization and analysis. They do not replace professional accounting, tax, or legal advice, and results depend on proper setup and use. Customers are responsible for applying products appropriately to their specific circumstances.