WIP Monthly
Guides
Plain-language guides for construction bookkeepers and controllers on building the monthly WIP schedule, over and under billing, and cost to complete.

Cost to complete: how to collect honest estimates from your PMs
What cost to complete means on a construction WIP schedule, why it drives every other column, what to include, and how to collect it from PMs monthly.

Underbillings and overbillings: how to calculate and read them
How underbillings and overbillings are calculated on a construction WIP schedule, a worked example, what each can mean, and how to explain them.

WIP report in QuickBooks Online: what QBO has and what it lacks
QuickBooks Online has no WIP report. How to get job costs and billings out of QBO for a construction WIP schedule, and set it up so the export is clean.

WIP schedule template: the columns and formulas, ready for Excel
A WIP schedule template for construction jobs, with each column, the Excel formula behind it, the checks to add and the mistakes that break it.

WIP schedule: what it shows and how to build one each month
What a construction WIP schedule is, the columns sureties and banks read, the math behind each one, and a monthly routine for building it.
Your monthly WIP schedule from QuickBooks Online, without rebuilding the spreadsheet
WIP Monthly reads job costs and billings from your QuickBooks Online report export, collects cost-to-complete estimates from your project managers by email, and builds the WIP schedule in the columns sureties ask for.
$99/ month
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