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CONTROL: THE CONSTRUCTION FINANCIAL OPERATING SYSTEM THE CFOS TOOLKIT · 8 CHAPTERS · 6 TOOLS · 2 DIAGNOSTICS SIX TEMPLATES · TWO DIAGNOSTICS · UNLOCKS WITH THE BOOK JOSH LUEBKER · MASTER ELECTRICIAN · 150+ PROJECTS · $2.1B+ MANAGED CONTROL: THE CONSTRUCTION FINANCIAL OPERATING SYSTEM THE CFOS TOOLKIT · 8 CHAPTERS · 6 TOOLS · 2 DIAGNOSTICS SIX TEMPLATES · TWO DIAGNOSTICS · UNLOCKS WITH THE BOOK JOSH LUEBKER · MASTER ELECTRICIAN · 150+ PROJECTS · $2.1B+ MANAGED
RUN. ON. C.F.O.S. GET THE BOOK
THE CFOS TOOLKIT

ALL EIGHT CHAPTERS.
ONE PLACE.

EVERY TEMPLATE AND DIAGNOSTIC INSIDE CONTROL.
WHAT IS THIS

Every chapter in CONTROL has an action step. Six come with a downloadable tool you can install this week. Two are diagnostic exercises that live in the book. All eight chapters are listed below in order. Click into any tool to download.

WHERE TO START

They work in order, but you can start anywhere. If you're tight on time, install Steps 1, 2, and 3 first. They fix 80 percent of the visibility problem and surface the rest of what needs work.

Each tool is also tool agnostic. Use the spreadsheet templates, build your own in any software you already pay for, or use pen and paper. The system works in all three.

BY JOSH LUEBKER · UPDATED JUL 2026
THE 8 CHAPTERS
EACH TOOL IS ITS OWN LOCKED PAGE

Every tool below opens on a separate password-protected page. The password lives inside your copy of CONTROL, on the QR code page at the end of the matching chapter. If you have not gotten the book yet, get your copy below.

FROM THE FIELD

I built these templates because I got tired of watching subs bid jobs blind. When I ran commercial projects as a master electrician managing $2.1B+ in work, the contractors who made money were the ones who could answer "where did the money go" in under 30 seconds. These are the same tools I use to get owners there.

01
JOB COST CODE TEMPLATE
TOOL + VIDEO WALKTHROUGH
See where every dollar goes on every project. It covers seven categories across three levels of granularity, and it's pre-built by trade so you can install it this week.
OPEN >
02
EQUIPMENT COST BASIS
TOOL
See the true daily, weekly, and monthly cost of each piece of equipment. Stop losing money on every deployment because you billed an all-in rate that did not cover idle time or mobilization.
OPEN >
03
OVERHEAD CALCULATOR
TOOL · SCENARIO PLANNING
Plug in your real expenses, and the spreadsheet does the math. It includes scenario planning, so you can see your overhead fully utilized versus slow. Find out if you are running 10 percent overhead or 32, because you cannot bid right until you know.
OPEN >
04
ALIGNMENT MEETING BLUEPRINT
TOOL
This is the meeting that maps every estimate line item to your job cost codes. Bring your estimator, PM, superintendent, and bookkeeper, and you get an apples-to-apples comparison from day one.
OPEN >
05
SOFTWARE & BOOKKEEPING ALIGNMENT
DIAGNOSTIC · NO DOWNLOAD
There's no tool for this chapter. The action step is a diagnostic. Ask your PM, "Where are we spending money on this project as of last month?" Time the answer. If it takes more than 30 seconds, your system is broken. Chapter 5 walks through what to do about it.
READ IN BOOK
06
PM STANDARDS FRAMEWORK
TOOL
It includes billing standards, change order standards, a delay notice template, a notice of nonpayment template, and a contract review checklist. Train your PM, and stop renegotiating every week.
OPEN >
07
CASH FLOW FORECASTING TEMPLATE
TOOL + VIDEO WALKTHROUGH
Know where your cash is going for the next 13 weeks and the next 24 months. It tracks job costing, overhead, debt balances, line of credit drawdowns, and sweep accounts across six tabs in one template.
OPEN >
08
STANDARDS & ACCOUNTABILITY
EXERCISE · NO DOWNLOAD
There's no tool for this chapter. The action step is an exercise. Write down your three biggest problems from this year. Build a standard around each one, train your team, and hold the line. Chapter 8 walks through the framework.
READ IN BOOK

Need one specific tool? Every downloadable tool has its own QR code at the end of the corresponding chapter in the book. Scan that one instead, since it's the same password.

Keep this page bookmarked. You will come back to it as you work through each step.

TWO WAYS TO GO DEEPER
CFOS STRATEGY CALL
$497 · 75 MINUTES · 1:1 WITH JOSH

This is a working session with the author. Bring the specific financial problem in your business, and we work it on your actual numbers. You leave with a clear read on what is broken, why, and the next step in writing within 24 hours.

This works well for owners installing the system themselves who want a second set of eyes on something specific.

BOOK A STRATEGY CALL >
CFOS IMPLEMENTATION CALL
FREE · 45 MINUTES · SPM TEAM

This is a discovery call with the SPM team to see if having us install the system is the right path. We walk through your operation, demo the platform, and lay out scope and cost. Pricing starts from $1,900 per month, with a 60-day onboarding period.

This works well for owners who want it done for them.

BOOK AN IMPLEMENTATION CALL >
QUESTIONS OWNERS ASK
What is the CFOS Toolkit?
The CFOS Toolkit is the set of 6 templates and 2 diagnostic exercises that comes with CONTROL: The Construction Financial Operating System, one for each of the book's 8 chapters. Every template is prebuilt for construction job costing and drops directly into software like ControlQore, Sage, or Foundation.
How do I unlock the templates in the CFOS Toolkit?
Each of the toolkit's 8 chapter pages is password protected. The password is printed on the QR code page at the end of the matching chapter in your copy of CONTROL, so you need the book to unlock the templates.
Do I have to buy CONTROL to use the templates?
Yes. Josh Luebker built the 6 templates and 2 diagnostics to work alongside the specific chapter that explains them, so he gates them behind a password that ships only with the book. Anyone who wants the job cost codes, the overhead calculator, or the PM standards framework needs a copy of CONTROL first.
What software do the CFOS Toolkit templates work with?
Every spreadsheet template works in Excel and Google Sheets, and the job cost code structure drops directly into construction job costing software such as ControlQore, Sage, or Foundation. The templates are tool agnostic, so you can also rebuild them by hand in whatever system you already pay for.
Who is the CFOS Toolkit built for?
The toolkit is built for owners of commercial trade subcontractors and self-performing general contractors, from startup to $50 million in revenue, across 48 trades. It covers job costing, equipment costs, overhead, estimating alignment, PM standards, and cash flow forecasting.
Josh Luebker, Founder, The Construction CFO
JOSH LUEBKER
FOUNDER · SULPHUR PRAIRIE MANAGEMENT · THE CONSTRUCTION CFO

Former commercial construction project manager and master electrician. Managed 150+ projects totaling $2.1B+, including Google data centers, military bases, hospitals, and high-rises. CONTROL is built on what works in the field.

Josh founded Sulphur Prairie Management (The Construction CFO) to be the fractional CFO for commercial subcontractors.

THE CONSTRUCTION CFO → LINKEDIN →
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EBOOK
$3.99 THROUGH OCT 3 · $9.99 AFTER

CONTROL: The Construction Financial Operating System launches October 1, 2026. Preorder the ebook now on Amazon, and you lock in the launch price before it goes up on October 3.

PREORDER THE EBOOK >
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