The Financial Playbook
Build a Stronger, Smarter, More Profitable Business
Take the guesswork out of your financial planning. The Financial Playbook and Budget Template were built specifically for construction pros who want more control, clarity, and confidence in their numbers.
Take Control of Your Construction Business Finances
Most contractors don’t fail because of poor workmanship—they fail because they don’t know their numbers. This playbook and budget template will help you change that.
Whether you're just getting started or looking to grow, you'll learn:
- How to create an annual budget
- How to forecast revenue and costs with simple assumptions
- What numbers to track and why they matter
- Which KPIs matter most for improving profitability
What’s Included?
Everything you need to start planning with confidence, without overcomplicating it.
Financial Playbook
Step-by-step PDF guide to help you build a simple, effective budget.
Annual Budget Template
Customizable Excel sheet to forecast revenue, plan costs, and track performance.
Eric Fortenberry serves as Founder and CEO of JobTread, a construction estimating and project management software platform that has helped thousands of builders and contractors sell and manage billions in construction jobs.