Your numbers don’t have to feel overwhelming or confusing. JobTread founder Eric Fortenberry breaks down a practical 3 step financial framework remodelers can actually use to build a healthier, more profitable business. From forecasting revenue and tracking KPIs to understanding hiring, marketing spend, and cash flow, this conversation is packed with actionable ways to move from reacting to your business… to finally leading it with clarity and confidence.

JobTread helps remodelers bring estimating, scheduling, job costing, and invoicing into one connected system, so they can clearly see where jobs stand and what’s actually profitable. We’ve watched members move from guessing to confidently knowing their numbers, which leads to better pricing, planning, and leadership. If you’re ready for better systems and better decisions, learn more at jobtread.com.

Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights!

Key Takeaways

Strategic Financial Mindset
Confidence in Profitability
Lead Quality and Revenue Predictability
Gross Profit Margins
Overhead and Payroll Management
Dynamic Financial Planning

Chapters

00:00 Introduction to Financial Management

04:30 The Importance of Annual Budgeting

07:33 Understanding Budget Components

10:27 Creating a Financial Model

13:13 Forecasting Revenue and Sales Funnel

16:16 Marketing Strategies for Lead Generation

23:33 Customer Acquisition Cost and Marketing Efficiency

27:29 Building a Revenue Model

30:19 Tracking Revenue and Referrals

31:45 Understanding Cost of Goods Sold

33:43 Gross Profit and Budgeting

35:35 Managing Overhead and Payroll

40:57 Hiring and Team Management

45:36 Controlling Cash Flow and Avoiding Overhiring

48:31 Net Profit and Financial Health

52:21 Key Performance Indicators and Continuous Improvement

58:27 The All-in-One Solution for Remodelers

59:17 Introduction to the Remodelers on the Rise Show