Transform Workflows

Shift from reactive admin tasks to structured systems that support clean books and builder visibility.

Empower Your Admin

Build confidence with organized emails, clearly named docs, and repeatable financial routines.

Lay the Groundwork for Job Costing

Learn the structure behind chart of accounts and cost codes — and how to apply them in QuickBooks Online.

Inside the Course

As a custom homebuilder, your time belongs on the job site — not buried in admin chaos. But without the right back-office systems, costly mistakes and missed documentation can slow everything down. Inbox & Financial Foundations is Phase 1 of the Turquant Homebuilder Playbook — a builder-specific training that helps your admin take ownership of the financial workflows that keep your business moving. Your team will learn to: 🔹 Set up a dedicated Gmail inbox for bookkeeping 🔹 Organize vendor emails and financial docs using proven folder structures 🔹 Understand the builder-specific Chart of Accounts (COA) and how it powers clean books 🔹 Get familiar with NAHB-style cost codes and how they impact job costing 🔹 Lay the groundwork for smoother collaboration with your bookkeeper or CPA Plus, you’ll get ready-to-use templates and SOPs: 🔹Importable COA for QuickBooks Online 🔹 NAHB-style cost code list 🔹 SOPs for Gmail setup 🔹 Builder admin financial checklist

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 a background in operations and financial management — and years spent supporting high-performing builders — I understand what it takes to run a job site and a business. This course was built to train the admins and ops staff who keep things moving behind the scenes. Whether you're just getting started or refining your systems, I’m here to help you build with confidence — and grow without overwhelm.

Curriculum

5 Chapters · 27 Lessons

  1. 1

    Introduction: A New Role for Your Admin Team

    1. (Included in full purchase)

      Welcome to Phase 1: Inbox & Financial Foundations

    2. (Included in full purchase)

      Tell Us About You

  2. 2

    Module 1: The Role of a Builder Admin in Financials

    1. (Included in full purchase)

      1.1 Why Financial Accuracy Matters

    2. (Included in full purchase)

      EXERCISE: The Cost of Inaccuracy

    3. (Included in full purchase)

      1.2 Core Financial Responsibilities of an Admin

    4. (Included in full purchase)

      EXERCISE: Core Financial Responsibilities of an Admin

    5. (Included in full purchase)

      1.3 Avoiding Costly Mistakes

    6. (Included in full purchase)

      EXERCISE: Avoiding Costly Mistakes

    7. (Included in full purchase)

      1.4 Your Financial Action Plan

    8. (Included in full purchase)

      EXERCISE: Your Financial Action Plan

    9. (Included in full purchase)

      DROP QUESTIONS HERE!

  3. 3

    Module 2: Organizing Financial Documents & Emails

    1. (Included in full purchase)

      2.1 Why You Need a Dedicated Bookkeeping Inbox

    2. (Included in full purchase)

      2.2 Setting Up Labels + Filters in Gmail

    3. (Included in full purchase)

      2.3 Gmail Multiple Inboxes for Builder Admins

    4. (Included in full purchase)

      2.4 Simplified File Storage That Works

    5. (Included in full purchase)

      DROP QUESTIONS HERE!

  4. 4

    Module 3: Chart of Accounts & Cost Codes

    1. (Included in full purchase)

      3.1 Understanding the Chart of Accounts

    2. (Included in full purchase)

      3.2 NAHB Chart of Accounts Breakdown

    3. (Included in full purchase)

      3.3 How Cost Codes Improve Job Costing

    4. (Included in full purchase)

      DROP QUESTIONS HERE!

    5. (Included in full purchase)

      Final Thoughts + Feedback

  5. 5

    📍 All Resources + Bonuses

    1. (Included in full purchase)

      Builder Admin Financial Checklist

    2. (Included in full purchase)

      NAHB Inspired Chart of Accounts Template

    3. (Included in full purchase)

      NAHB Cost Code List

    4. (Included in full purchase)

      SOP: Gmail Labels for Builder Admins

    5. (Included in full purchase)

      SOP: Gmail Filters for Builder Admins

    6. (Included in full purchase)

      SOP: Gmail Multiple Inboxes for Builder Admins

What Builders Are Saying

Custom builders and related trades trust Melissa to bring clarity, structure, and confidence to their financial systems.

”
Turquant Builder Services does an outstanding job with my company’s bookkeeping. Melissa always goes above and beyond what is expected and keeps our books very well organized at all times. She is very responsive and always eager to help answer any questions I have. She has been a great resource and I would highly recommend her.
Cody Bevan

   

”
Melissa’s expertise is top notch. Her attention to detail, in depth explanation and follow through make you feel like you can be a pro at Quickbooks too! She offers a fresh approach with an extensive depth of knowledge regarding bookkeeping. We are forever grateful for her insight.
Kara Henegar

   

Ready to Build a Stronger Back Office?

Give your admin the structure they need to support clean books, organized docs, and smoother operations — starting in the inbox. This phase includes builder-specific tools to implement systems that actually work in the field and the office.

$247.00

Set the Foundation