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Done for you in 10 minutes.
Get a comprehensive diagnostic report of your contracting or maintenance business, detailing financial health, operational bottlenecks, and a customized action plan to increase profitability.
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Running a renovation or maintenance business is a constant balancing act between crew management, fluctuating material costs, and thin margins. A Business Health Audit is your diagnostic tool to step back from the daily grind and see exactly where your cash is leaking and where your operations are stalling. You need this audit when your schedule is booked solid but your bank account doesn't reflect the hustle, or when you are ready to scale but feel held back by chaotic scheduling and unreliable subs. A truly effective audit doesn't just hand you a pile of dry spreadsheets. It delivers a clear, actionable picture of your job-costing accuracy, labor productivity, and overhead expenses, paired with a realistic roadmap to boost your take-home profits. It translates complex financial metrics into practical, site-level adjustments so you can confidently bid higher, manage smarter, and finally get paid what your expertise is actually worth.
You should conduct a comprehensive business health audit annually to align your overhead with changing market rates. Additionally, running a mini-audit is crucial before making major capital investments, hiring key management staff, or expanding into new service territories.
You will need to gather your balance sheets, profit and loss statements, and tax returns from the past two years. You also need detailed job-costing reports, payroll records, and a list of active subcontractor agreements for the current fiscal year.
To find your true overhead markup, divide your total annual indirect operating expenses by your total annual direct cost of goods sold. This percentage must be added to every estimate to ensure your projects contribute to paying for your office space, insurance, and non-billable labor.
Yes, the audit specifically identifies operational bottlenecks and maps out systemized workflows that can be delegated to project managers. By defining these processes and establishing clear financial benchmarks, you can step away from daily site supervision without sacrificing quality or profit.
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