The BuilderLogix Leakage Assessment scores your books across ten dimensions that empirically drive margin erosion, then estimates the annual dollar leakage with cited methodology. Built for residential builders in the $10M–$50M revenue band — our focus tier inside the $10M–$50M market. No new software. No reshaping your data. Roughly twenty minutes of your time.
Tell us about your operation — revenue, active jobs, and which accounting and project-management tools you use. Grant read-only access via OAuth, or send us a company file backup if you're on desktop QuickBooks. We also ask for one representative active job so the report can cite specific examples from your data.
Our analysis runs across ten dimensions of accounting hygiene that empirically drive leakage. Each dimension scores 1–10 with weighted importance; the total rolls up to a single 0–100 score. Sub-scores are reported individually so the remediation roadmap is concrete — you know exactly what to fix first.
Two scheduled meetings, set at intake. A 15-minute readiness call the day after you submit — we confirm the data and flag anything missing. Then a 45-minute findings presentation a few days later that walks you through your score, your dollar leakage estimate, and a prioritized remediation list.
Every dollar figure ties back to evidence pulled from your own data. Every methodology choice is cited. You can hand this to a CFO or a CPA and it holds up under scrutiny — that's the standard we hold ourselves to.
The headline number, with band ("well-run, room to improve" / "leaking meaningfully" / "structural rework needed") and how it compares to typical builders in your size band.
Presented as a defensible range, not a single point. Built bottom-up from category-specific industry data — CFMA, NAHB, AICPA, AP audit benchmarks — applied to your dollars.
One-line diagnosis for each dimension. The pattern of strengths and weaknesses tells you where the real risk is concentrated — and where to spend remediation effort first.
Each illustrated with a specific example pulled from your data ("on your Henderson Residence, 23% of transactions have no cost code"). The specificity is what makes the report feel like an analysis instead of a brochure.
Where you sit relative to volume builders and custom builders of similar revenue. Calibrated, not a vanity comparison — it puts your number in context that matters.
The fixes sequenced by dollar-per-hour-of-effort. No new software, no new hires, no capital required — the roadmap is built around what you can do with the team and tools you already have.
Duplicate vendors, name inconsistencies, and orphaned records. Maps to duplicate-payment risk and lost early-pay discounts. AP audit firms peg the leakage band at 0.1%–2% of AP spend.
Percentage of transactions actually coded to a job and a code. Uncoded transactions drift into overhead, masking the true cost of work.
A single "plumbing" line vs. a rough / top-out / trim split. Coarse codes hide variance until job close — which is far too late to act on.
Were budgets updated when change orders were approved, or are revised totals stale? Stale budgets cause late-discovery overruns where margin can't be recovered.
Percentage of COs with written descriptions; percentage approved before billed. This dimension carries the heaviest weight — it's where most undetected scope creep hides.
POs with real committed dollars vs. placeholder estimates that never get reconciled. Affects your visibility of committed cost vs. cash position.
Every transaction tagged to a job, not floating in overhead. Without this, margin analysis isn't possible — the question "how did this job actually perform" has no clean answer.
Memos, reference numbers, attachments on bills. Audit trail quality. Poor documentation creates dispute exposure and slows period close.
When was the last bank rec, the last WIP review, the last job-cost true-up? Cadence is the leading indicator of whether problems get caught early or late.
Bills entered in the right period, not when paid. Affects monthly margin accuracy and the integrity of WIP reporting.
We walk you through the data quality grade, flag anything missing or inconsistent, and either confirm the findings meeting is on track or reschedule it to give you 48 hours to fix issues. We frame this as a feature, not bureaucracy — the assessment is only as good as the data behind it.
The main event. We walk through the score, the dollar leakage estimate, the top five leakage sources with the specific data behind them, and the prioritized remediation roadmap. The night before, we send the one-page executive summary as a teaser so you arrive ready to engage.
If a builder challenges the $84K, we point them to the math. Every leakage estimate is built bottom-up: poor vendor master maps to duplicate-payment risk (0.1%–2% of AP spend, AP audit benchmarks). Coarse cost coding maps to estimating drift (2%–4% of direct costs, residential industry data). Missing change-order discipline maps to undetected scope creep (1%–3% of revenue). Stale budgets map to late-discovery overruns (1%–2% of revenue). Weak job segregation maps to overhead leakage (0.5%–1.5%).
We sum the category-specific dollar ranges, present as a range not a point estimate, and cite the methodology in the appendix. This is the same logic an external auditor uses. It holds up under scrutiny.
Magnolia Custom Homes · $1.9M revenue · 4 homes/year. Final score 82/100, estimated annual leakage $34K–$84K. Ten sub-scores, five top findings tied to specific transactions, full methodology appendix, prioritized remediation roadmap.
Yes. No card, no commitment. We invest the time because the assessment is how builders see what we can do — and most who complete it want to talk about ongoing monitoring afterward. The assessment itself is the deliverable, not a sales pitch with findings withheld.
Roughly 20 minutes total. About 5 minutes for the OAuth click or file backup upload, 5 minutes filling in the intake form, plus the 15-minute readiness call and 45-minute findings meeting — both pre-scheduled when you submit.
That's often the finding. We work with whatever state your books are in — and the data quality itself is one of the signals the score reads. If something is genuinely missing, the readiness call is where we flag it before the findings meeting.
That's good news, and the report will tell you so. For builders who are already well-run, the value of ongoing monitoring is protection — you're at 88 today; the question is whether you're at 88 a year from now as growth pressures change discipline.
Yes. Read-only OAuth scopes. We never share data outside the engagement, and you can revoke access in one click after the assessment is complete. We can also sign an NDA if your situation calls for it.
You walk away with the report and the remediation roadmap — that's the deliverable. If you want ongoing monitoring so the gains stick, we'll talk about Margin Recovery (Tier 2) or Margin Command (Tier 3). No pressure, no implicit obligation.
Twenty minutes of your time. A defensible dollar estimate. A clear next step. The Assessment exists to give you the answer — what you do with it is up to you.