Post-project analysis for custom home builders — know exactly where your margin went and how to protect it next time.
Our CPAs lead a thorough project close-out review that gives you independent, expert analysis of your completed build. We examine your pricing, costs, and processes — then deliver clear recommendations so your next project is more profitable.
Capstone Report
Riverside Custom Home
How It Works
Four steps to clearer project insight
Book Your Free Call
15 minutes. No prep required. Tell us about your project and what you want to learn.
Share Your Data
Send your budget and actual cost data — in whatever format you have. We handle the rest.
We Analyze & Inquire
We review the numbers, then discuss unexpected items with your team to add the context behind the data.
Cap It Off
Receive your report with clear findings, context, and actionable recommendations — a definitive close to the project.
Book Your Free Call
15 minutes. No prep required. Tell us about your project and what you want to learn.
Share Your Data
Send your budget and actual cost data — in whatever format you have. We handle the rest.
We Analyze & Inquire
We review the numbers, then discuss unexpected items with your team to add the context behind the data.
Cap It Off
Receive your report with clear findings, context, and actionable recommendations — a definitive close to the project.
A professional review, not just a report.
CPAs with construction experience critically reviewing your numbers, adding context through management interviews, and delivering recommendations you can act on.
Management Interviews
We go beyond the spreadsheet. We sit down with your project team to understand the story behind unexpected variances and add real-world context to the analysis.
Pricing, Cost & Cash Flow Optimization
We help you optimize across the board — evaluating your pricing strategy, identifying cost leakage, and improving cash flow timing for stronger margins on every build.
Actionable Recommendations
Every report includes clear, practical takeaways you can implement immediately — not vague advice, but specific process changes to protect your profitability.
See what a Capstone Report uncovers
Here’s an example of the kind of finding we surface — the details that get buried in spreadsheets but cost you real money.
$47,000 in untracked allowances identified across 3 trade categories (electrical, plumbing fixtures, and interior finishes). These costs were absorbed into general line items rather than tracked against allowance budgets, masking true overruns.
Implement an allowance tracking checkpoint at the 60% completion milestone. Require trade-specific allowance reconciliation before releasing the next draw — preventing cost bleed from going unnoticed until project close.
What’s inside every Capstone Report
Each deliverable is a comprehensive, no-fluff document designed to give you clarity and direction.
Project Overview
Scope, timeline, and key details of the completed build to set the context for the analysis.
Financial Analysis
Budget vs. actual summary, change order review, cash flow and progress analysis, and management comments — the full financial picture of your completed project.
What Worked
Highlights the processes, trades, and decisions that performed well and should be carried forward to future projects.
Areas for Improvement and Recommendations
Specific, prioritized process changes to implement on your next build to protect margin and reduce risk.
Want to see a full sample? Request one during your free intro call.
Get StartedBuilder Margin Benchmark Calculator
Compare your company's performance against state-level benchmarks for residential construction.
Built for builders who want better results
Capstone Reporting is designed for a specific kind of builder. Here’s how to know if it’s the right fit.
- Custom home builders and owner-led general contractors
- COOs or project leads managing 3–15 jobs per year
- Teams who want to improve job results without buying more software
- Builders who track costs but don’t always have time to analyze them
- You already have a full internal accounting or project controls team
- You’re looking for basic cost tracking or bookkeeping
- You need real-time project monitoring rather than post-completion analysis
CPAs who understand construction.
We are Chartered Professional Accountants with a combined 20+ years of experience in construction, real estate, and the trades. We have held senior financial roles in companies with revenues ranging from $2M to over $100M.
That experience means we do not just review numbers in a vacuum. We understand how custom builds are priced, managed, and delivered — so our analysis reflects the realities of your business, not just the spreadsheet.
CPA Designation
Chartered Professional Accountants bringing rigour and objectivity to every engagement.
20+ Years Combined
Deep experience in construction, real estate, and trades — at the financial leadership level.
$2M - $100M+ Revenue
Senior roles across companies of all sizes — from emerging builders to major operators.
Common questions
Everything you need to know before getting started.
Ready to see where your margin went?
Book a free 15-minute intro call. No prep needed — just tell us about your project and we'll take it from there.
Book a Free Call