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The financial and administrative engine of a restoration company.

🟢🔵 Levels: Foundations to Core. The financial and admin basics every shop needs, then the systems that scale them.

Not sure where you stand? Take the 20-minute whole-business self-assessment first to find your weakest department, then run the fixes on the sprint board template.

The numbers that tell you whether the business is healthy, and the systems that keep it running: a financial scorecard, your real overhead and break-even, job costing, cash flow, and the operating rhythm that runs the whole company. Useful whether your work is residential, commercial, or both.

New here? Start with the financial scorecard, then work down. The commercial-growth pages most relevant to your numbers are cross-linked in from the Commercial Growth shelves.

• 📑 Jump to a section

📊 Start here: know your numbers

Three pages, in this order. Everything else on the shelf sits on top of them.

• The Numbers That Run a Restoration Company: Your Financial Scorecard The handful of numbers that run a restoration company.
• Know Your Real Overhead and Your Break-Even Number Find your real overhead and the break-even number behind pricing.
• Job Costing: Did You Actually Make Money on That Job? Work out whether a job actually made money.

💵 Cash, capital, and surviving the pay lag

Profit and cash are not the same thing in this trade. This group is about the gap between them, how to see it coming, and how to finance it.

• Cash Flow for Restoration Owners: Surviving the Lag Between Work and Payment Manage the lag between doing the work and getting paid.
• The 13-Week Cash-Flow Forecast: See the Squeeze Before It Hits A 13-week forecast that shows the cash squeeze before it hits.
• Access to Capital: How to Finance Growth and the Cash-Flow Lag Finance growth and the cash-flow lag.
• Getting a Commercial Line of Credit Approved Prepare for and get a commercial line of credit approved.
• Turning Around a Struggling Restoration Company Stabilize and turn around a struggling restoration business.

🧾 The accounting system that produces the numbers