RESOURCES
Roadmap to Profit provides templates that are tailored to the construction industry.
With 25 years of experience working with large construction companies we have developed specialized templates for the industry and made some of our templates available to you at no cost as a thanks for being part of our network. These templates are a sample of the range of accounting tools we offer our clients. We are confident that they will help you reach your goals easier and faster.
Accounting templates can provide a standardized structure for recording financial transactions and can help reduce the time and effort required to complete routine tasks. Templates should not be seen as a substitute for the knowledge and skills required for effective accounting practices. In some cases, custom solutions or specialized software, may be necessary to address complex accounting requirements or to ensure compliance with relevant regulations.
Roadmap to Profit bears no responsibility for the outcomes from the use of these templates without the support of one of our accounting professionals.
If there are specific templates you are looking for, please reach out to us. Roadmap to Profit can provide construction company owners, such as yourself, with recommendations regarding the best options for your accounting needs. Give us a call at (403) 992-7261, send us a message or simply book an appointment.
Accounting Cut-Off Calendar for Month's End
Bad Debt Write-Off Form
Business Plan - Basic
Basic Cash Flow Template
Organizational Chart - Construction Company
Basic Roles Within A Construction Company
Basic Strategic Planning Template
Builder Possession Letter Template
Cheque Requisition Form
Construction Accounting Software Integration Checklist
Construction Job Binder - Table of Contents
Consultant Agreement
Cost Plus Agreement Template - Renovation
Customer Draw Request Form
Deposit Draw Calculator Template
Employee Compensation Adjustment Form Template
Employee Expense Template
Employee Handbook
Employee Interview Questions
Employee Performance Appraisal Template
Employee Timesheet
Employment Agreement Template
Evaluate Your Team - A,B,C,D
Financial Health Check Ratio Template
Fixed Price Agreement - Builder Owns Land
Job Description - Site Super
Job Variance Meeting Agenda
Key Performance Indicator Template
Lump Sum Loan Agreement Template
Margin Sheet Template
Meeting Agenda Template
Meeting Minutes Template
Overhead & Budget Forecast Template
Pay Yourself First Worksheet
Promissory Note Template
Sales Commission Calculation Template
Sample Variance Codes
Simple Cash Tracker
Statutory Declaration - Seasonal Holdbacks Template
Trade Contract Template
Trade Statutory Declaration Template
Vacation/Sick Day Request Form Template
Work In Progress Report for Builder