Resources

The Finance Checklist for Architects

Find and fix the gaps that are dragging your firm’s finances down with this free 43-question finance checklist, built with A&E operations experts.


  • Catch time, billing, and profit leaks
  • Tighten invoicing, payment terms, and fees
  • Align your team around healthier firm habits

Get free access

Sneak Peak

What’s Inside

Check off as you go

Get 40+ questions in one print-out so you can easily track your progress and see what you've already addressed.

Find your gaps

Find exactly where your financial processes are leaking time, money, or profit so you can fix it.

Expert-validated questions

Easily build out your invoices based on time worked to keep your cashflow healthy.

Tie to Monograph

Sync it all to Quickbooks Online, so that your accountant is in the loop and can handle the detailed accounting and taxes.

“This is a two sentence quote. This is a two sentence quote.”

Hannah Brown, SHRM-SCP

Business Management Consultant, Brown Creative Consulting

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Product Updates

Track Consultant Relations with the Consultant Hub

See all consultant information, reliability metrics, and bills together.

Product Updates

Write Off Unbilled Fees

Document write-off decisions so your unbilled totals reflect reality.

Product Updates

Plan Ahead for Holidays

No more scrambling when holidays hit. Plan ahead instead.

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