Xact Masterclass: Financial Clarity for Construction Businesses

Revenue was growing. Projects were getting bigger. But profit often felt inconsistent and cash flow still lacked clarity.

Many construction businesses reached a point where turnover increased, yet financial control did not keep pace. The numbers existed, but they were not giving owners the confidence they needed.

This masterclass explained why.

What We Covered

In this practical masterclass, we covered:

• The workflow that makes everything else possible: From your estimate in Buildxact to Dext to Xero – how a clean transactional system kept every job on track and ensured the numbers reflected reality.
• Month-end close and the profit number you can actually trust: Why your P&L became unreliable without a structured close and how Work in Progress (WIP) completed the picture and gave you a profit number you could trust.
• A reporting pack that drives decisions, not just filing: What a good construction reporting pack looked like and how to run a monthly review that actually moved the needle.
• Budgeting and forecasting to see what’s coming down the pipe: How pipeline visibility, rolling 12-month budgets, and cash flow forecasting helped construction businesses stop making big decisions in the dark.
• Building the finance team your business actually needs: The three levels of financial control, how to resource them as your business scaled, and why the owner could not step away from financial oversight completely.

Who This Was For

This webinar was designed for construction business owners who:

• Were growing but felt reactive
• Wanted clearer visibility over margin and cash
• Suspected there were gaps in their financial control
• Were ready to professionalise their reporting and decision-making

What Attendees Walked Away With

• A clear framework for financial control
• A better understanding of where financial gaps may sit
• Greater confidence in what best practice looks like

If you want to move from survival or stabilising into full financial control, this session provided the clarity needed to take the next step.

WATCH THE REPLAY

See the full session and learn how stronger financial systems can transform the way you run your construction business.

BOOK A FREE CONSULTATION

If you would like to discuss how these principles apply to your business, you can book a complimentary consultation with our team to explore your next steps toward financial control.