15-minute diagnostic
Construction operations consulting for Pro-ready firms
A focused diagnostic-not a pressure close. We map field documentation, job costing, and software fit, then tell you plainly whether BalanceBuild Pro alone, or Pro plus bookkeeping/payroll, is the right next step.
Best for teams evaluating or already using BalanceBuild Pro who need an honest gap map.
Or email [email protected]
What you get
- Business snapshot and revenue band
- Field ops and daily-log reality check
- Financial infrastructure and WIP gaps
- Plain-language recommendation path
A conversation, not a pitch
This diagnostic is designed for skeptical GCs: transparency about what we will ask, what we will not do, and which services may apply.
You leave knowing whether your biggest gap is field documentation, job costing, or billing rhythm-and whether BalanceBuild Pro should be the administrative hub before services begin.
- Not a pressure close on software you are not ready to run
- Not a bookkeeping audit without context on your jobs and workflows
- Not a payroll pitch disconnected from your compliance reality
Diagnostic agenda
Step 1
Business Snapshot
Entity, revenue band, active jobs, 12-24 month goals.
Step 2
Field Operations
Scheduling, daily logs, delay documentation habits.
Step 3
Financial Infrastructure
QBO, job costing, retainage, billed vs earned.
Step 4
Payroll & Compliance
Certified payroll, COIs, lien waiver rhythm.
Step 5
Technology Fit
Where BalanceBuild Pro closes field-to-office gaps.
Step 6
Recommendation
Trial, bookkeeping, payroll, advisory, or phased bundle.