CFOS for QuickBooks, coming January 2027See what you get
CH 03OVERHEAD CALCULATOR
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CFOS TOOLKIT · CHAPTER 3 · STEP 03

Overhead calculator

Enter your indirect costs at whatever frequency you pay them, and get the overhead rate your bids have to cover.

WHAT IS IN IT

The template covers

ITEM 01
Seven expense groups, from office and software through insurance and non-direct payroll
ITEM 02
A column for every billing frequency, annualized for you
ITEM 03
Your overhead against target revenue and against what you really booked
ITEM 04
A benchmark line showing where healthy is against what most subs have
DO THIS IN CFOS FOR QUICKBOOKS

Read your overhead from your own books

CFOS reads the last 12 months from QuickBooks Online and shows overhead as a percent of revenue. It grades that number against the CFOS target for your trade and size. Estimating then puts the same overhead number in every bid.

See what CFOS for QuickBooks does or read how the module works.

ACCESS ยท KEY REQUIRED

This one is gated

Scanning the QR code in chapter 3 opens it with nothing to type. If you typed the address yourself, enter the key printed under that code. It's the same key on every chapter, so one look at any of them opens all 6.

No key? Get CONTROL. The key's printed inside it, under the QR code at the end of 6 of the 8 chapters.

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THE CHAPTER BEHIND IT

Step 03: Overhead calculation

What indirect cost really comes to at your size, and the rate your estimating template should be using.

CHAPTER 3
Overhead calculation
What the chapter covers and what has to be in place before it works.
STEP 03
The overhead rate your bid sheet should cover
The working reference: dependencies, what it supplies, and how to tell it's installed.
TOOLKIT
All 6 templates
Every template, and why two chapters have none.
THE OTHER FIVE

More templates

CHAPTER 1
Job cost code template
Two separate cost code structures, one built for a subcontractor and one built for a general contractor, because the two trades sort cost differently.
CHAPTER 2
Equipment and vehicle cost basis worksheet
Ownership, maintenance and insurance in one sheet, so every machine and truck gets charged to the job that used it.
CHAPTER 4
Estimating alignment meeting agenda
The agenda that gets estimating and accounting using the same cost codes.
CHAPTER 6
PM standards pack
The written standards your project managers follow so billing dates hold without you following up on them.
CHAPTER 7
Cash flow, WIP and the CEO report
Three separate downloads: the 13 week forecast, the WIP schedule a bank will accept, and the CEO report skill with the spreadsheet it reads.

Updated

8 Steps 60 Days

CONTROL is the full system, written for commercial subcontractors from under $1M to $100M. It's out now. 8 steps, 6 working templates, and the order they install in. $9.99 ebook, $24.99 paperback.

GET CONTROLSEE ALL 8 STEPS