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A custom 20-page financial audit of your remodeling business — every margin leak named, every fix priced, in 14 days flat. No conferences. No theory. Your numbers, decoded.
"I'd paid $10,000 for conferences and still didn't have clear numbers. Belkis gave me clarity in one document."— Design + Build, MN
Your phone is ringing. Your team is busy. The jobs are coming in. But somehow, every quarter, the math isn't mathing. The bank balance isn't growing the way the revenue suggests it should. And every time you sit down to figure out *why* — there's another estimate to write, another change order to chase, another supplier to call.
The good news: it's not a demand issue. It's not a talent issue. It's not even a hard-work issue. You have all of those. What you don't have is a pricing system that tells you, on every job, before you sign — whether this project will actually be profitable.
That's what The Margin Audit fixes. In 14 days. With your real numbers.
You send me your last 2 years of P&L, your balance sheet, two or three recent proposals, and a 30-minute call. 14 days later you get a document that names every margin leak, prices every fix, and gives you a 30/60/90-day plan you can run.
What your remodeling business is *actually* netting once expenses are properly allocated. Most owners discover their real margin is half what their P&L suggests.
Named, quantified, tied to a real proposal you've sent. Not theory. The exact line items where money is walking away.
The exact markup % to apply by project size, calculated for *your* labor structure, with target gross margins of 33–39% built in.
Fully loaded hourly bill rate for owner, lead, and crew — including tax, insurance, downtime, and warranty reserve. Stop guessing what an hour costs you.
A four-tier menu (Concept / Single Room / Multi-Room / Whole Home) so you stop absorbing 80–120 design hours per year for free.
Marked-up allowances, pre-priced surcharges, defined change-order math, separated design-fee invoicing, payment-schedule de-risking. Drop these in immediately.
Week-by-week sequencing of which fix to ship when. So the audit becomes a system, not a stack of insights you never get to.
Entity structure, succession path, scale-vs-lifestyle alignment. The CEO-level questions most accountants won't touch.
This isn't a course. This isn't a coaching framework. It's the operating system I built running a $4M residential remodeling firm — refined into something I can install in your business in 90 days. The Margin Audit is Phase 1.
Find every margin leak using your actual numbers, not a benchmark. Three to five specific findings, each tied to a real document you've sent. No more than five — overwhelm kills implementation. This is The Margin Audit.
Install pricing math, design fee structure, change-order logic, and proposal-template fixes in a way you can use next week. Every deliverable has to be runnable Monday morning, or it's not finished. This is the 90-day engagement.
Refine, automate, align. Quarterly reviews. Brand-deal pipeline. Profit tracking. The system runs while you spend part of the year doing what you actually want to. This is the retainer.
Most consultants will tell you to grow into bigger jobs. I'll tell you to walk away from them and price the smaller ones better.
A Twin Cities design-build firm — six-person team, ~$900K in 2025 revenue, husband-and-wife co-owned. Profitable on paper at 10.5% net margin. The owner's gut said something was off. The audit confirmed it.
Once expenses were properly allocated between their two businesses, the remodeling side was operating at a 3.81% net margin — covered entirely by the real estate side. One representative kitchen proposal was priced at 13.04% gross margin when it should have been at 33–35%. Design hours absorbed at $0/hr added up to 80–120 hours per year. None of this was visible from the P&L alone.
The audit gave them a tiered markup table, a packaged design fee structure, five specific proposal fixes, and a 30/60/90-day implementation plan. Every recommendation tied to their actual proposals and P&L. This is the deliverable — anonymized.
The Margin Audit is the front door. Most clients start there, sit with it, and then either run the implementation themselves or have me do it with them. There's no wrong answer — only the one that matches your bandwidth this season.
| Custom 20-page audit document | $2,500 |
| Tiered markup table (calculated for your team) | $800 |
| Burdened labor rates per crew member | $600 |
| Packaged design fee menu (4 tiers) | $400 |
| Five proposal-template fixes | $1,200 |
| 30/60/90-day implementation plan | $500 |
| 90-minute walkthrough call (recorded) | $400 |
| Total individual value | $6,400 |
| Your price — one-time, all-in | $1,497 |
As your numbers change (new hires, new project mix, new pricing), I refresh your audit document for free, forever.
$300/year valueAny implementation question between purchase and Day 44 — I respond within 24 hours. No "submit a ticket" nonsense.
$600 valueIf you come back for a re-audit within 12 months, your price drops to $997. Most clients re-audit annually after pricing changes.
$500 savingThe audit pays for itself the first time you correctly mark up a kitchen. Here's what that looks like at three project tiers.
Estimates based on actual audit findings from a $900K Twin Cities design-build firm. Your numbers will be specific to your team, project mix, and labor structure — that's the whole point of doing a custom audit instead of running benchmarks.
No. Your accountant tells you what *happened* (after the year is over) and how to file taxes on it. The Margin Audit tells you *why* it happened, where margin is leaking *now*, and what to change on the *next* proposal. It's a forward-looking pricing-system audit. Most accountants don't touch this — and the ones who do don't speak design-build language.
$500 audits are templates with your name on them. $10,000+ engagements are usually fractional CFO retainers (and they're worth it for firms doing $5M+). The Margin Audit sits in between: a real custom analysis with a fixed price and a fixed delivery date. The Pam quote is real — most contractors have already paid more than $1,497 for conferences that didn't give them this.
That's totally normal — and welcome. Many clients run the audit, implement on their own using the 30/60/90 plan, and never need the engagement. The walkthrough call ends with me explaining the engagement option and the credit, but there's no pressure. The audit is a complete deliverable, full stop.
Masterminds are great for community and motivation. They give you frameworks. The Margin Audit is *your* numbers, *your* proposals, *your* labor, with the analysis already done. You don't have to translate someone else's playbook to your business. The doc is custom from page 1.
Two years of P&L (cash basis is fine), your most recent balance sheet, two or three recent proposals (mix of project sizes if possible), your internal estimating sheet if you have one, and 30 minutes for an intake call. If you can't or won't share P&L and proposals, the audit can't be built — that's the only hard rule.
That's the most useful outcome. Every fix in the document is tied to a specific dollar recovery. You walk away with a 30/60/90-day plan to close the gap. The audit isn't a judgment — it's a map. *No business has ever benefited from not knowing where the leaks are.*
Due to the digital nature of these products, all sales are final and nonrefundable. If after the walkthrough you decide coaching isn't the right next step, I'll move your investment to my $97 Remodel Pricing System (the 7-tab estimating + markup workbook) and credit you the difference. You're never leaving empty-handed.
I ran a $4M residential design-build firm in the Twin Cities for five years. I've sat in every chair — quoted projects from intuition, watched margin disappear into change orders, given away design hours by the dozen, and felt the difference between a busy month and a profitable one. I built this audit from inside the work, not from a textbook.
What I do now is install the operating system I wish I'd had — for residential design-build firms doing $500K to $2M, run by people who care about quality and don't have the bandwidth to be their own CFO. I work with kitchens-and-bathrooms specialists, design-build couples, and the occasional whole-home remodeler. If you want fluff, I'm not your girl. If you want clarity on your numbers — let's go.
Two ways forward — book a 20-minute discovery call if you want to talk through fit first, or skip the call and go straight to purchase. Either path, you’re 14 days from a clearer picture of your business than you’ve had in years.
“I’d paid $10,000 for conferences and still didn’t have clear numbers. Belkis gave me clarity in one document.” — Design + Build, MN
Most consultants will tell you to grow into bigger jobs. I'll probably tell you to walk away from them and price the smaller ones better. The biggest leverage isn't doing more — it's pricing what you already love correctly.
If you've been running on intuition pricing for years and it's gotten you this far, that's a flex. But intuition can't travel. A pricing system can.
The same seven-tab workbook I walk every Audit client through, on its own. Markup Multiplier, Overhead Allocator, Labor Burden Calculator, Quick Bid Calculator, Sample Estimate Template, Cost Factors Breakdown, plus the Instructions tab so you know which numbers go where. Same math, you run it in an afternoon.
If you grab this and decide later you want the full Audit, I credit the $97 against your Audit purchase. You never pay for the same math twice.