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What You Might Be Getting Wrong About Construction Overhead and Profit

Written by Luke Boyenger | Dec 16, 2024 3:11:38 PM

I’ll be the first to say it: general accounting is a tough skill to master, and construction accounting is even harder. That’s why it doesn’t surprise me when I see construction business owners come into my office wondering why they’re still not nailing their net profit margin targets even though they’re doing everything “right”. In situations like these, it’s easy to point the finger at overhead, but there’s often more to it.

9 times out of 10 in my experience, out-of-control overhead isn’t the problem - it’s bad accounting. Once you address the underlying issues within your accounting processes, you can focus on improving your gross profits, and then work on untangling any overhead issues. 

If you have reached the point where you’re hitting your gross profit goals but still aren’t seeing an acceptable net profit, it’s time to take a look at your overhead costs. To do that, you might need to unlearn some of what you thought you knew about construction overhead and profit.  

Key Takeaways

  • Focus on nailing your gross profit before adjusting your overhead. Oftentimes, incorrect accounting can hide your true overhead costs (and hold your GP back).
  • Double check how you’re categorizing your expenses, and how you’re structuring your chart of accounts. A few tweaks here can offer much-needed clarity to the amount of money you’re actually spending on overhead.
  • Paired with a detailed chart of accounts, sticking to a clear monthly budget is the best way to control overhead costs.

Where Accounting for Overhead Often Goes Wrong

It’s true that overhead expenses make up a big chunk of construction companies’ costs and can easily balloon out of control. More often than not though, you’re not actually spending too much on office supplies. What’s happening here is that your ‘high’ overhead rate is simply masking inaccurate accounting. 

Here’s what I mean by this: If you’re wondering why your overhead seems so high, double-check how you’re categorizing your costs. I see a lot of business owners who have cost of goods sold (COGS) transactions hiding down in their operating expenses. This means the problem you’re seeing isn’t your overhead, it’s that your margins aren’t as high as you think they are.

One example of this I see all the time is general contractors running all of their payrolls through their operating expenses and not putting any into their cost of goods sold. For the construction industry and trades, this is bad practice. When you do this, it looks like you have really inflated operating expenses, but the reality is, it’s your COGS that are high - the payroll just isn’t categorized correctly.

How you structure your chart of accounts plays a big role too. Most CoAs are too high-level and don’t provide the level of detail you actually need. For example, you might have an ‘Other Operating Costs’ account with $1 million in it. This is too much money to be sitting in an undefined account. If you want to get a true picture of your overhead, you need to be able to split your accounts in ways that offer more granular details. Then (and only then), can you work on making adjustments.

Why You Don’t Need to Add Overhead Costs When Pricing Jobs

A lot of contractors charge for overhead on jobs, but here’s my unpopular opinion: It’s pretty much the industry standard to add an overhead markup into your project budget and estimate, but I think it does more harm than good. Before you pick up your pitchfork though, let me explain.

Instead of considering overhead when pricing jobs, you need to focus on target margin. If you hit your target profit margin and keep your overhead costs reasonable, you’ll make a healthy net profit. We’ll talk more about what exactly a good target margin range looks like in a bit, but back to my point: The problem with pricing overhead into specific jobs is that if your overhead is too high, you’ll lose a lot of construction projects you shouldn’t. Plus, if you’re expecting jobs to cover your bloated operating costs, you’ll never be incentivized to actually cut those cuts. 

I’m not saying to completely let go of your markup. Instead, try pricing jobs with a markup that doesn’t include overhead. Markup your costs enough to hit your target gross margin, achieve it, and then execute efficiently on the admin side of the business to maintain your net profit. For example, if you have a job that will cost $80k to complete and your target margin is 20%, you need to mark your costs up 25% to achieve a 20% gross profit - no need to further adjust for overhead. Then, keep your overhead at 10-15% of your revenue, and you’ll be at a healthy net profit margin.

What Exactly Should Overhead Cover?

Of course, if you want to take more control over your overhead costs, you need to know what should and shouldn’t fall under that umbrella. Unlike direct expenses that are tied to specific projects and earning revenue (material costs, labor costs for onsite workers, etc), overhead represents all the indirect costs that go into running your construction business. This includes things like:

  • Rent and other office expenses
  • Utilities
  • Advertising for your business
  • Salaries and benefits for your sales team, accountants, and other admin employees
  • Some vehicle and travel costs for things like training seminars
  • Legal fees

Back to payroll - this is a good time to point out that I see a lot of folks approach it wrong. For example, a lot of business owners put wages in their cost of goods sold, but don’t include payroll tax, health insurance, and other benefits with that. A good rule of thumb is, if employees are COGS employees, then all of these extra expenses should be considered COGS as well.

How Much Revenue Should Go to Overhead?

At the beginning of the article, I mentioned that construction companies should focus on improving their gross profit before worrying about overhead costs. So what’s a good benchmark for companies to target? At a high level, this really depends on the type of work you’re doing. For instance, I wouldn’t expect a roofer and a general contractor to have the same GP goals. Generally speaking though, you should aim for a gross profit margin of 20-50%. Anything under 20% is a red flag you’ll want to address. If you can hit that 20-50% range, you should be looking at a net profit margin of 7-10% (minimum!).

Now let’s talk about how much of your overall revenue should be going to overhead. The CFMA recently released this data on construction overhead for companies to compare with their own benchmarks, but I’ll be entirely honest: the numbers here don’t line up at all with what I see from businesses on a day-to-day basis. This is because way too many businesses aren’t doing accurate accounting. 

All this to say, if your numbers line up with this data, great. If not, it’s not something to necessarily stress over. The right overhead percentage for your company is one that leaves you with a healthy amount of net profit. If your net profit is too low, look back to your gross profit first. If it’s healthy, your overhead is too high. If it’s not, your prices are probably too low. 

Need a refresher on how to calculate your company’s overhead? Check out this guide to overhead tracking.

7 Ways to Improve Your Construction Overhead and Profit Margin

So far we’ve covered a lot about how not to approach overhead, now let’s talk about what to do to get a better handle on it. 

To me, the best way to control overhead is to pair an appropriately detailed chart of accounts with a clear monthly budget. Aside from that though, there are several ways you can streamline your accounting and reduce your total overhead:

  1. A contractor’s overhead spending should always be aligned with their strategic goals. If you’re spending money on things that aren’t helping you move the goalpost forward, consider cutting those costs.
  2. Set an overhead budget and perform a budget vs. actual analysis every month. Challenge what you’re spending money on and whether it’s really necessary. You might be surprised at just how many dollars you’re flushing down the drain.
  3. If you find that employee expenses like food, lodging, and mileage are adding up, make sure you have a company expense policy (and a way to monitor compliance with it). Your policy should clearly outline what is and is not acceptable spending, and provide guidelines/guardrails on things like reimbursing mileage and food. For example, if employees are reimbursing mileage to drive to the jobsite to get work done, that should fall under your cost of goods sold.
  4. There’s a good chance you’re overpaying for things like your phone, internet, and insurance. Get updated quotes from other providers and see where you can save a nice chunk of change each month.
  5. Revisit your employee wages and benefits. Are you paying a market rate? Are your benefits competitive or over the top? Are you overspending on company vehicles, and other excessive perks? These are the questions you should be asking. To get a full picture, have a wage benchmark done to make sure you’re not overpaying your employees
  6. Avoid lavish travel and other unnecessary expenses. Do you really need to stay at the Waldorf for your next convention?
  7. When you can, negotiate volume discounts or other loyalty perks from vendors you have a strong relationship with.

Wrapping Up

The bottom line is, accurate accounting is everything. The more clarity you can get in your actual construction overhead and profit numbers, the better equipped you’ll be to meet your goal net profit percentage. And when you’ve got that under control, you’re free to grow your business to new heights.

Need help untangling your overhead? Get in touch with Luke and his team at Cruzumi.