Cash Builder
Cash Flow Management & Forecasting
Get control of your numbers, fix your pricing, and stop guessing where your money’s going.
READY TO GET STARTED
Phases
Phase 1
You can’t build freedom on financial fog.
Cash Builder is where clarity begins, the phase where cashflow management and forecasting finally make sense, both on paper and in the bank.
The Challenge
Most builders don’t have bad businesses they just don’t have financial visibility.
Between invoices, deposits, subs, and change orders, it’s easy to lose track of what’s actually making money.
If you’re unsure what your margins really are, or why there’s never as much cash as you expect, this phase is built to address and correct this challenge.
Cash Builder helps you master your numbers, your pricing, and your cash flow, giving you a foundation for accurate profit forecasting and smarter decisions.
What 4 Level Delivers
- A complete financial and pricing audit to uncover profit leaks and real job costs.
- P&L cleanup so every number reflects reality, not guesswork.
- Setup of your 12 Critical Numbers and Cashflow Scoreboard for full financial visibility.
- Training on the 4 Level Pricing for Profit Formula to eliminate undercharging and protect margin.
- A 30-day Vital Actions Game Plan to create quick wins and confidence in your financial systems.
- Hands-on support from your Success Coach, Bookkeeper, and Systems CIA - we don’t just coach, we execute.
Success Metrics
- P&L accurate, current, and understood.
- Breakeven %, labor burden, and markup known and applied.
- 12 Critical Numbers tracked weekly.
- AR aging and invoice timeliness improved.
- Cashflow stabilized, forecasting consistent, and profit predictable.
Builder Transformation
Before Cash Builder, you’re flying blind, unsure which jobs make money and which drain it.
After Cash Builder, you understand cashflow management and forecasting as the foundation of your business.
You know your exact breakeven point, your true margins, and how to make every project profitable.
You stop reacting to bank balances and start running your company with data, clarity, and confidence.
Cash Builder - Frequently Asked Questions
We work directly with you and your financial team inside your existing software.
Our bookkeeper and Systems CIA ensure your allocations, cost categories, and reporting are clean, accurate, and actionable – not just reviewed.
Accountants focus on compliance and reporting.
Cash Builder focuses on visibility, cashflow management, and decision-making.
We bridge the gap between your accounting data and how you actually run your business day to day, giving you clarity on profit, pricing, and cash flow forecasting.
Most builders start seeing immediate clarity within the first few sessions.
Once your 12 Critical Numbers and Cashflow Scoreboard are live, you’ll understand where money flows, where it leaks, and what actions to take next.
Profit improvements typically follow within 30-45 days.
No – we start with what you already use.
Our team will assess your systems and integrate or recommend tools that fit your workflow.
Whether you’re on QuickBooks, JobTread, Buildertrend, or spreadsheets, we make it work.
That’s exactly why this phase exists.
You don’t need perfect books – you need clarity.
We’ll clean, structure, and organize your financials so you can finally make decisions based on truth, not guesswork.
Expect roughly 60-90 minutes per week during this phase.
We do most of the heavy lifting – reviewing, setting up systems, and training you to read your numbers clearly.
Get Started
Ready to get control of your cash?
Book a discovery call with our team and see how Cash Builder can turn confusion into clarity – and profit you can count on.