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Standardized Procedures
Learn how to write and maintain step-by-step procedures that keep tasks consistent, accurate, and easy to delegate.
Month-End Reporting Workflows
Prep clean financial reports, run key checks, and package results in a way that gives builders clarity.
Admin-Friendly Tools
Use pre-built templates, checklists, and light automation tips to save time and catch errors before they snowball.
What's inside
Phase 3: Financial Reporting & Procedures is the final step in the Turquant Homebuilder Playbook. It’s designed for admins who already have the foundations and workflows in place — and are ready to elevate into systemized, repeatable processes that scale. Your team will learn how to: 🔹 Write and maintain financial procedures for daily and monthly tasks 🔹 Run QC and reporting routines to catch errors early 🔹 Prepare simple month-end packets builders can actually use 🔹 Use light automation (like Gmail auto-forward rules and saved QBO reports) to reduce repeat work Bonus Resources: Editable SOP templates, a month-end checklist, and sample procedures tied directly to Phases 1 & 2.
Meet Melissa Leediker
As the founder of Turquant Builder Services, I help custom homebuilders bring clarity to their financial systems and structure to their back office. With years of builder-focused experience, I’ve developed the procedures and reporting workflows that keep projects moving and books clean. This course gives your admin the exact same tools I use with my clients.
Curriculum
What Builders Are Saying
Custom builders and related trades trust Melissa to bring clarity, structure, and confidence to their financial systems.
Working with Melissa has allowed me to focus on production and revenue in my business. She provides us with accurate, unbiased accounting for our business.
Working with Melissa at Turquant Business Services has helped so much to give me the time to focus on other parts of my business. The transition from how our finances were handled to having Melissa take over was extremely easy and streamlined.
Ready to Build Consistency and Clarity?
Phase 3 equips your admin with the procedures and reporting workflows that keep books accurate, projects visible, and builders confident in their numbers.
$297.00