Financial Consultation and Forms Package Bundle

$1,500.00

Includes Financial Consultation, Cash Projection Template, Jobs Profitability Summary Template, Job Cost Report Template, and related videos.

Financial Consultation

One hour Zoom consultation with Andy Mulder and Stephanie Cowser, CPA.

Andy Mulder is the Owner of Mulder Maintenance & Services. He has worked in the landscaping/hardscaping business for 20 years. In 2014, he started Mulder Maintenance & Services and has grown the business debt-free to $1M in sales.

Stephanie Cowser is a Certified Public Accountant and is the Finance Manager for Mulder Maintenance & Services. Stephanie has over 20 years of experience in Finance & Accounting. She has helped Andy develop exceptional systems for managing cash flow, cash reserves, analytics, and reporting.

During the one-hour Zoom consultation, Andy & Stephanie will discuss anything related to financial management that you would like to discuss. They can go over the forms available for purchase and walk you through them step-by-step. They can offer suggestions for accounting systems and procedures. They can discuss best practices for running your business.

Cash Projection Template

As they say, “Cash is King”. But what if you do not know what your cash position is? Our Cash Projection Template was developed to help owners keep a finger on the pulse of their business. Want to know how much cash you have in the bank? Or how much you’re holding in customer deposits? What about your outstanding bills to be paid? All of this is summarized on our one-page Cash Projection Template. We also include a section to track weekly Sales and compare to the prior year. The included video gives a very thorough overview of how to prepare this report and makes it simple and easy to use. Comes in Microsoft Excel format.

Jobs Profitability Summary Template

As you begin to prepare Job Cost Reports, you will want to summarize and track that analysis to compare the profitability of your jobs over time. Our Job Profitability Summary highlights the key pieces of information from the Job Cost Report and allows you to compare your jobs. Compare items such as Gross Profit, Net Profit, Actual Hours, Budgeted Hours. It also provides a section to input the prior year’s data and compare year to year. The template comes in Microsoft Excel format. A short video on how to prepare and use the template is included with your purchase and will make implementing the Job Profitability Summary quick and easy.

Job Cost Report Template

Tracking the profitability of jobs is crucial to running a successful business. Our Job Cost Report Template (in Microsoft Excel format) provides a quick and easy way to prepare an analysis of the profitability of each and every job. The template comes with a short video to walk you through how to use the template and provides a sample Job Cost Report.

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