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The Builders, Budgets, and Beers Podcast is on a mission to make project financials less intimidating for commercial and residential builders. We aim to give builders the confidence to take control of their business’ cash flow by bringing on relatable guests who share real stories of financial wins and losses from their journeys in the building industry. Produced by the team at Adaptive, this podcast is here to help builders build smarter—one budget, one story and one beer at a time.
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Paul Atherton shares why most builders stall until they make an identity shift—from “in-the-field” carpenter to business owner—and how to use return on time vs. return on capital to scale. He breaks down hiring that first PM, simple systems, the five levels to a self-managed company, branding that actually works, the Four C’s (coaching, community, …
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Andrea Gallion shares how builders can use Work-in-Progress reporting, real-time job costing, and clean month-end processes to actually see where their projects stand and protect profit. She and Reece dig into invoices and pay apps, QuickBooks realities, retainage, and percent-complete so you can spot over- and under-billing early and keep cash mov…
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Suman Cherry shares a no-BS playbook for hiring in construction. We get into the real cost of losing A-players, the first hires that buy back your time, and how SOPs, EOS-style accountability, and regulated leadership create capacity - not chaos. https://cherrytalentgroup.com Show Notes: 00:00 Intro and who Suman is 02:02 Headhunter fees versus hou…
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Allison O’Baker and Priscilla Thomasevich share how a CFO–CPA duo helps builders organize their books, budget with intent, and protect margins. We dig into chart of accounts vs. cost codes, fixed vs. variable spend, tax levers and accounting methods (cash, accrual, completed-contract), and when to lean on a bookkeeper, controller, or CFO. Connect w…
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Operations pro Angie Aki joins Reece to demystify payroll tax savings, W-2 vs 1099 trade-offs, benefits that actually help retention, and the liability/insurance pieces builders overlook. We finish with a simple action plan—clean AR, right retirement setup, and a smarter way to pay yourself. https://angieaki.com Show Notes: 0:00 Welcome and who’s A…
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Brady Fenn shares how Fenn Rogers went from “tearing up floors” to a trusted luxury custom home builder in the Phoenix area by partnering with the right designers/architects and bidding to the actual spec, not the plan assumptions. He shares hard-won lessons on fixing budget misses, building a dependable subs bench, and using clear expectations and…
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Victor Rybak shares how he moved from “bags-on” to building systems that protect profit—covering fixed price vs cost-plus, change orders, retainers, and allowances that don’t burn you. He also breaks down the House Pro workflow for bids, selections, invoicing, and job-cost clarity so builders stop giving away work and start pricing like a real busi…
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Tyler Grace shares how he shifted from over-delivering to running a lean, profitable small-shop—tracking every hour, pricing for reality, and choosing lifestyle over headcount. He breaks down T&M vs cost-plus in plain English, why “good enough” (when scoped) beats burnout, and how to design a business that actually pays you back. http://trghomeconc…
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Adam Copenhaver shares how Cope Grand scaled from small cottages to ultra-luxury builds in Charleston by systematizing pre-construction, translating “ankle-grabber” chaos into clear scopes, and making budgets readable to clients. He dives into cost code organization, lessons from the COVID lumber spike, working with owner’s reps, and how he uses Bu…
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Trent Waldrop shares how confusing cash flow with profit can quietly sink a small builder—and why ruthless job costing is the only way to know if you’re actually making money. He breaks down moving from 75–80% cost capture to billing every line item (even the $25 ones), hitting budgets within ~5%, and choosing the right pricing model so you can net…
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Would you jump on a plane if the pilot didn’t understand their cockpit dials? Randy Stanbury of 4 Level Coach shares how builders and remodelers can stop “flying blind” by mastering financial literacy, building systems, and creating a clear vision. Learn the steps to free yourself from day-to-day operations while scaling profitably. https://4levelc…
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In this episode of Builders, Budgets & Beers, Reece sits down with Owen Drury of Bricks & Bytes to tackle the pressure from big-tech clients demanding lightning-fast delivery. They dig into UK vs. US timelines, the surge in HVAC/heat-pump installs, the chaos of forecasting & retainage, and how offsite prefab + AI-powered tools are turning 24-month …
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Chloe Brown, founder of Wildest Dreams, discusses the importance of accurate job costing and financial tracking in construction. She highlights that many builders fail to recoup thousands to hundreds of thousands of dollars per job due to inadequate financial management. Brown emphasizes the value of using tools like Adaptive for better integration…
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Jake Bruton, from Aarow Building, talks about the painful $180,000 lesson that forced him to completely rethink his construction business pricing model. Learn how moving from fixed fee to cost plus saved his company, improved client relationships, and created a more transparent, financially sound business approach. This episode is a must-listen for…
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Rudy Marroquin, founder of Atlas Homes in Austin, joins Reece to break down how he went from a $500 startup budget to building luxury homes in Montecito and Malibu. Rudy shares how vertical integration, strategic hiring, and cultural fluency helped him cut costs, maintain quality, and scale fast — including flying his Texas crews out to California …
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Thomas Joseph, co-founder of Joseph Design Build, joins Reece to talk about moving from high-end custom infill homes to building at scale—with intention. He walks through how getting out of the “just wing it” mindset and leaning into systems, numbers, and rhythms changed how he runs his business—and why clarity is the difference between having a jo…
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Custom builder Will King of High Cotton Homes shares hard-earned lessons on how to actually make money in construction. From markup vs. margin to pre-con agreements and spotting bad clients early, this episode is packed with real talk and tactical advice for builders who want to run a profitable business. https://www.highcotton-homes.com Show Notes…
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Garrett “Goldsy” Goldsberry joins Reece Barnes to share how he and his wife left cushy jobs, started Salt Creek Homes from scratch, and grew it to a thriving remodel and new construction business. He walks through the overlooked pain points of early financial systems, the shift into software, and the real-life lessons that come from building while …
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Julian Miller, Director of Operations at NS Builders, shares how his experience in commercial construction built the foundation for his process-driven approach in high-end residential work. From implementing operational systems to maintaining craftsmanship, Julian explains why structure, communication, and internal efficiency are critical for build…
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Melissa Leediker, Founder of Turquant Builder Services, LLC, discusses the most common and costly errors in construction accounting, focusing on job costing, cost coding, and duplicate payments. She emphasizes the importance of implementing consistent processes and leveraging technology to improve financial accuracy and profitability for constructi…
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Shayne Glass, CPA Controller for Shrock Companies, shares his insights on Shrock’s sophisticated approach to managing multiple business entities by maintaining financial independence while sharing resources across construction, prefabrication, and restoration sectors. The company leverages adaptive software and strategic cost tracking to ensure pre…
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Noi Calhoun, from JAG Construction, shares the devastating impact of Hurricane Helene on Asheville, North Carolina, detailing the community's struggle and resilience. The conversation explores the challenges of rebuilding, the loss of infrastructure, and the powerful community spirit that emerged in the aftermath of the catastrophic flood. https://…
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This week, Dorrie Franzello-Kurtz, CPA at YHB | CPAs &Consultants, discusses the critical importance of accurate job costing, real-time financial reporting, and strategic financial management for construction companies. She emphasizes the need for proactive accounting practices, highlighting how proper tracking of indirect costs, job scheduling, an…
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In this episode Michael Anschel, Principal at OA Design+Build +Architecture, discusses the COPE (Cost of Project Execution) method, which helps builders gain better visibility into their overhead and project costs. The guests emphasize the importance of using cost codes, job costing, and understanding the difference between markup and margin to run…
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Ryan Hanson, Partner at Sustainable 9 Design + Build, discusses the benefits of a cost plus pricing model, highlighting the transparency it provides to clients and the ability to better manage risks associated with material price fluctuations and project changes. The conversation covers Sustainable 9's unique neighborhood development project, the c…
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Shayne Glass, CPA Controller for Shrock Companies, discusses the critical role of bonding and maintaining tight financial processes for construction companies, particularly those looking to take on larger projects and grow their business. The discussion covers the bonding process, the importance of consistent cost tracking and financial reporting, …
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Tim Savre, Controller for NS Builders, discusses the importance of construction businesses tracking their finances consistently throughout the year, rather than just focusing on tax preparation at the end of the year. The conversation covers the benefits of regular financial reporting, the challenges builders face in staying on top of their finance…
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In this episode, Mark Phillips, CFO of V Fine Homes, shares his perspective on the distinct roles and responsibilities of bookkeepers, controllers, and CFOs in construction companies, highlighting the importance of having the right financial management team to ensure operational efficiency and profitability. https://vfinehomes.com Introduction and …
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The conversation with Hamed Homes explores the challenges and solutions they have faced in tracking cash flow, managing bills, receipts, budgets, and vendor compliance. The team discusses their transition from a manual process to utilizing Adaptive, which has significantly improved their efficiency, visibility, and collaboration. https://www.hamed-…
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Tonya Schulte, Founder of The Profit Constructors, discusses the importance of synergy between the back office and field operations in construction companies. She outlines her 90-Day Remodel service, which aims to provide construction companies with actionable data and insights to improve their financial management and drive growth. https://www.the…
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Experienced real estate professionals, Amanda Trevino and Scott Turner, provide a comprehensive overview of the key considerations and strategies involved in successfully executing a speculative building project, from evaluating the right market and lot to designing and staging the home for maximum appeal. https://amandatrevino.com https://www.rive…
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Dominick Thompson, a general contractor from Charlotte, North Carolina, discusses his unique background, financial management strategies, and the benefits of adopting technology to streamline his construction business. The conversation covers topics such as real-time financial tracking, subcontractor relationships, and the importance of embracing c…
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Paul Sanneman, President of Contractor Staffing Source, discusses how AI and technology are disrupting the construction industry, emphasizing the importance of embracing these advancements to stay competitive in areas like recruiting, marketing, and accounting. https://contractorstaffingsource.com Paul's Introduction and Background (0:00) The Impac…
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This conversation with Levi Joseph, Director of Operations at Ladisic Fine Homes, explores how a well-executed back office can provide a significant competitive advantage for construction companies, particularly in areas like accounts receivable, accounts payable, and cost code management. https://ladisicfinehomes.com Introduction and Guest Introdu…
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Chris Atwood, co-owner of Otter Creek Homes, shares his insights on the challenges builders face in running the business side of their construction companies. He emphasizes the importance of having a clear vision, understanding unit economics, and leveraging the expertise of others to overcome these challenges. https://www.ottercreekhomes.co Introd…
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Experienced infill home builder, Scott Turner, owner of Riverside Homes, shares his insights on the benefits, challenges, and strategies for successfully transitioning from custom building to speculative building in the competitive Austin, Texas real estate market. https://www.riversidehomesaustin.com Scott Turner's Background and Introduction (0:0…
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Nathan Marsala, founder of The Bison Group, joins Matt and Reece to discuss the critical importance of document control, subcontractor management, and effective communication in successfully managing project financials. He shares valuable insights and strategies that builders can implement to ensure the financial success and smooth execution of the…
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Tyler Brabec shares the importance of purchase orders in the custom home building industry, highlighting how they can help builders manage costs, mitigate risks, and improve project outcomes. The discussion also covers various aspects of purchase orders, including their role in managing subcontractor relationships, tracking project budgets, and lev…
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Luke Holcomb shares the four stages of financial maturity in construction businesses, from the groundwork stage focused on project-level finances to the strategic mastery stage where companies prioritize long-term value and balance sheet optimization. https://www.linkedin.com/in/luke-holcomb-49327853/ Introduction and Background of Luke Holcomb (0:…
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Penny Lane, a construction accounting expert, discusses the importance of designing a simple yet effective chart of accounts and cost coding system for contractors. She emphasizes using these financial tools to track profitability, make informed pricing decisions, and ultimately run a more successful construction business. https://jobcosting.com/ C…
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Bryan Uhler, of Pioneer Builders, shares his insights on managing cash flow and building a successful speculative home building business, emphasizing the importance of rational decision-making, financial management, and building homes with integrity. Bryan Uhler https://pioneerbuildersonline.com/ Running a healthy speculative building business with…
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Today on Builders Budgets and Beers we discuss the pros and cons of cost-plus vs. fixed-price building models in the construction industry. Builders Brad Robinson and Scott Bland debate the merits of each approach, considering factors like risk, profit potential, overhead, client satisfaction, and quality control. Brad Robinson https://www.bradford…
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Adam Martin shares cost management strategies for profitable construction projects, emphasizing the importance of thorough pre-planning, accurate cost tracking by line item, and real-time approvals to manage budgets and drive accountability. Find Our Guest: https://www.buildmartin.com/ Show Notes: (0:00) Construction costs and budgeting with a gues…
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Kalpana Oommen joins Builders, Budgets, and Beers to share her journey from millions of dollars in losses to $5 million in revenue. She discusses how diligently tracking finances helped her business transform client experiences, increase profits, and attract top talent through trust and transparency. Find our guest: https://www.evercraftllc.com/ ht…
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Builders Budgets and Beers Reece Barnes and Matt Calvano discuss financial management for construction businesses with industry expert Zack Kelly, explaining the importance of work in progress (WIP) reports, managing costs and cash flow, tracking actual expenses versus estimates, and choosing the right pricing model to ensure repeatable profits. Fi…
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Builders Budgets and Beers Mark Williams, a third-generation builder, joins Builders Budgets and Beers to discuss his career building high-end custom homes and shares lessons he has learned from both profitable and unprofitable projects, emphasizing the importance of client relationships and financial management. Find Our Guest: https://www.mdwilli…
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