Pulls WIP, margins, AR, and backlog into a narrative summary. Useful prep before a lender or bonding conversation, or for spotting what they're likely to question.
Using my Knowify data, help me prepare a plain-English summary of our financial position as if I were presenting it to a banker or bonding company. Cover: total active contract value, current margins across the job portfolio, WIP position (underbilled vs. overbilled), total outstanding AR, and forward backlog. What would a lender see as strengths? What would concern them?
