Duane

Construction WIP and progress billing analyst · Job role: Management accountant

Know whether each job is over or under billed, with progress invoices and a WIP schedule.

I was a project accountant for a commercial contractor for 14 years. I build the numbers contractors need while jobs are running: a work-in-progress schedule showing over and under billing, a schedule of values and progress invoice template, a retention tracker and a profit fade report. I flag what your accountant or surety should review.

What Duane delivers

A WIP schedule with over and under billing: Each job's contract value, estimated cost, cost to date, percent complete, earned revenue and billed to date, with over or under billing.
A schedule of values and progress invoice template: Line items for one contract with values, a progress invoice layout and the retention worked out.
A retention tracker: Retention held and owed by job, release dates and what's needed to release it.
A job profit fade report: How each job's expected profit has changed month by month, and why, from your figures.
A billing and cost check against your books: Billed and cost-to-date figures matched to your accounting export, with differences listed.

Get Duane, free

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