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WIP Program
Your WIP schedule every month, ready for your surety and your bank.
What it is, in plain words
The WIP is the report your surety and your bank look at first: it shows, job by job, where you stand and whether you're overbilled or underbilled.
This is for you if…
- You're a commercial subcontractor and your jobs run for several months.
- You bill by progress (pay apps) and retainage is held from you.
- You have bonding or a line of credit, or your GC asks you for a bond.
What you get
- Everything in Monthly job costing.
- Your WIP schedule every month, by the 20th, in the format your surety and your bank ask for.
- Every job up to date: progress, expected profit and over- or underbilling.
- Your pay apps matched to QuickBooks.
- A monthly call of up to 45 minutes, with you or your project manager.
How we get started
- 1. 15-minute call. You tell me how you handle your numbers today and what worries you.
- 2. Written proposal. What's included, when we start and the price, before you commit.
- 3. I take it from there. You stay on your jobs; I keep the numbers and explain what they say.
Common question
Will it help me get approved for more bonding?
I can't promise you an approval: that's the surety's decision. What I give you is organized, on-time numbers, which is what they'll ask you for.
How we work
- You work directly with me: you message me and I'm the one who answers.
- Before we start, we sign a written agreement with what's included and the price.
- You give me user access to your QuickBooks. You never give me your password.
- You send me documents through a secure link, never by email or WhatsApp.
- In Spanish or English, whichever you prefer.