QuickBooks Chart of Accounts
My FREE QuickBooks Chart of Accounts was developed in consultation with 100’s of builders and includes virtually every account you could ever need. Check it out!
UnitCost is a FREE Excel spreadsheet that uses your labor rates and material cost to calculate more than 100 structural models.
Free Forms Library
My FREE Excel Forms Library includes employee timesheets, bookkeeping forms, cost code reference charts, Design Agreements and my very popular Confirmation of Instructions.
Need a good Chart of Accounts for QuickBooks?
Confirmation of Instruction
This is one of our most popular forms. The Confirmation of Instruction form is a multiple-purpose Change Order, Extra Work Order, Product Selection and General Communication form. In this capacity, it replaces several other forms, and reduces your paperwork considerably. This form is intended to be printed on three-part carbonless paper, and written up in the field. It’s a simple concept: every time the customer opens their mouth, you write it down and everybody signs. Check it out.
A collection of four one-page Design Agreements from an agreement to perform a preliminary conceptual design to provide the entire set of construction drawings. Stop doing preliminary design work for free, put the ball in the customer’s court by putting a design agreement on the table at the first meeting. You don’t need to actually do the design work, you just want to control the process. These forms provide a quick check-off scope of work and include pre-written price schedule or fill-in-the blank prices.
Bookkeeping Reference Charts
As part of my QuickBooks Template and the QuickBooks for Builders seminars, I’ve developed a series of one page reference charts. These charts include one each for Income and Expense Accounts, Balance Sheet Accounts, Job Cost Codes and the popular Top 100 Cost Codes. The charts are in numeric order on one side and alphabetical order on the other site to facilitate everyone’s preferences. Many users print the charts in colored card stock and have them laminated. The concept for using the charts is to have them readily available next to your computer or wherever you might need to refer to the codes. The charts are in Excel, so you can modify them if needed.