Free Margin Scan for Sample Ridge Electric
$43,180
in work you did that was never billed, or money paid out twice, across 5 items. Each one traces back to a document in your books.
Not counted in that number: $27,700 is billed but 60 or more days past due; and $4,850 of profit fell short of your margin target, which is a pricing signal rather than cash to collect.
Where the money went
| Type | Items | Dollars |
|---|---|---|
| Accepted estimates not fully invoicedWork the customer signed off on that never made it onto an invoice. | 2 | $30,500 |
| Job costs with no billingJobs where you paid for labor or materials but billed nothing. | 1 | $6,800 |
| Extra work signals not billedCosts whose notes mention extra or changed scope on jobs that were not billed above the estimate. | 1 | $2,400 |
| Possible duplicate vendor paymentsThe same vendor paid the same amount twice within a few days. | 1 | $3,480 |
| Overdue receivablesMoney customers owe you that is 60 or more days past due. | 3 | $27,700 |
| Jobs below target marginJobs that made less profit than your target. Not found cash, but a pricing signal. | 2 | $4,850 |
The items
| Customer or job | What we found | Dollars |
|---|---|---|
| Accepted estimates not fully invoiced | $18,500 | |
| Accepted estimates not fully invoiced | $12,000 | |
| Job costs with no billing | $6,800 | |
| Possible duplicate vendor payments | $3,480 | |
| Extra work signals not billed | $2,400 | |
| Overdue receivables | $18,000 | |
| Overdue receivables | $6,500 | |
| Overdue receivables | $3,200 |
Plus 2 more items.
What the Margin Audit adds
The names, invoice and estimate numbers behind every line above, which items are still collectible, and a written plan to recover them.
As a founding client, your Margin Audit is free. In return we ask for a readout call with the owner, honest feedback on every item, a written testimonial if we find real money, and referrals.
Dollar figures are calculated directly from your QuickBooks exports. Identified is not the same as collected: some older items may be past contract notice deadlines or already settled outside QuickBooks. Untapped Margin is not a CPA firm and does not provide tax or legal advice.