Budgeting and Estimating

Estimates and Budgets for construction contractors simplified through software

Proper budgets and estimates

If your commercial construction contracting business is to survive, then you must be equipped to provide proper budgets and estimates. More importantly, if your construction business is to be profitable, then having budgeting and estimating skills in place is essential.

Develop a total project budget

Developing a project budget includes:

  • Analyzing requirements and drawings to verify the scope
  • Determining cost and time parameters
  • Allocating enough for contingencies and cost escalation

Moreover, once the project is underway, the budget allows you to:

  • Remain vigilant concerning variances
  • Make decisions based on actual costs

Therefore, using a project budget establishes useful guidelines for completing profitable jobs.

Benefits of proper budgets and estimates

While there are some easily spotted benefits to using proper budgets and estimates such as:

  • Avoiding inaccurate bids
  • Curtailing the constant use of change orders
  • Collecting sound financial information on which to base decisions

There are other benefits which are less easy to measure, for example:

  • Realizing a greater ability to make continuous improvements and anticipate problems
  • Growing an improved sense of clarity and focus
  • Achieving more confidence in your decision-making

Estimating – the cornerstone of construction projects

Accurate cost estimation is critical for creating and maintaining a feasible budget for construction project costs.

Estimating is the process of evaluating or calculating the amounts of material, labor, and equipment necessary to complete a project. Therefore, it becomes the cornerstone upon which all else rests. Above all, getting project budgets right and controlling costs is essential to project success.

And, like any other phase of construction contracting, having the right tool for the job makes the difference. Thanks to technology, estimating has been dramatically simplified and streamlined.

Knowify makes it easy

The team here at Schulte and Schulte knows, uses, and recommends the use of the software developed by Knowify. They provide a step-by-step process which moves from bidding, to the proposal, to billing.

In no order, I’ve listed a few of the features or functions construction contractors note they can apply when using the system developed by Knowify.

  • Labor costs tracked precisely
  • Avoid missing items when invoicing
  • Change orders sent and approved quickly
  • Monitor the profitability of each current job
  • Better track materials
  • Better organization of invoice tracking and employee productivity
  • 2-way sync with QuickBooks
  • Ability to create AIA style billings

Moreover, one contractor said Knowify is a “one-stop-shop for estimating, time-tracking, invoicing, and scheduling.”

To sum it up, Knowify helps build a budgeting plan, measures results, and improves overall operations.

 

We desire to familiarize you with business concepts, which will make it easier for you to be a better commercial construction subcontractor through our blog posts. Some are new ways of looking at things, and others are refreshers. 

Schulte and Schulte Provides Accounting, Contract Document Management, and Advisory Board Level counsel for small to medium commercial construction subcontractors.

So you can Run With the Big Dogs! Call us 866-629-7735

Building an Efficient Construction Office – Part 3

Efficient construction contracting planning.

Efficient construction contracting planning.

This is the third in a 3-part series dealing with efficiency in a construction contracting office. The first installment can be found here. And, the second here.

At this point you’ve begun to understand the importance of working in a pleasant atmosphere and having documented processes. You get that organized and standardized within your construction business means it will run more efficiently. Yet, there are still some issues to be dealt with.

How do you know where to start in developing processes for the systems?

There are at least three different methods to help you decide.

  1. Start with simple. Begin with the process which is likely to have the fewest action steps involved in order to get your feet wet.

 

  1. Triage your systems candidates. Which system is giving you the most trouble and needs to be addressed soon?

 

  1. Use the template associated with a particular system found in the SaaS you’re using for developing and documenting processes. (I know, that came out of the blue. So, hang tight, I’m going to give you more information about this really cool tool.)

There’s a SaaS for that

We, at Schulte and Schulte were blessed to find a perfect solution for our accounting business almost from inception. We use Aero Workflow (a SaaS product) to create, store, and use the documentation we need for many of our systems.  There is a bit of a learning curve involved with using Aero, yet it is a small hurdle to overcome when you consider the advantage we’ve achieved in being better able to serve our clients. There are a number of processing templates we can use. We can base a customized process off a standard template. Plus, we’re able to create from start-to-finish our own accounting processes to meet the needs of our individual clients.

Beyond that, we are also able to use Aero to designate tasks, to assign and track projects, to determine how long a task or project took to complete, and along with a host of other benefits we’re more efficient. Pretty cool, huh?

Some efficiency targeted SaaS platforms for you to choose from

There may be other similar SaaS platforms for you to choose from, but these four are all pretty well known, and all seem to have components which would be helpful for a number of different construction office applications. Plus, each of them offers a basic or starter level at no charge. That way you can look them over, play around with them, and decide which you’re most comfortable with. You can determine which would best serve your needs. Finally, none of them seems over-the-top expensive – although there is some difference in their pricing.  You can decide if Process Street,  Tallyfy,  Asana,  or Trello would be a good match for your office.

Develop a tech stack

A tech stack is the assortment of technical tools chosen to aid in the use of a foundational SaaS platform.

For example, Schulte and Schulte uses QuickBooks Online  for our foundational platform. And because we believe simplicity serves us well, our tech stack includes only Aero Workflow, Hubdoc, and GSuite. (We were recently invited to be part of a beta testing group for Client Hub and are looking forward to determining how well it will serve us as well as our clients.)

The tech stack we recommend for our clients includes QuickBooks Online, Hubdoc, and Knowify.

Knowify?

“Knowify is a SaaS platform for construction contractors that provides job management tools and real-time business intelligence to help them streamline their business processes, take on more jobs and ultimately run a more profitable business.” I hijacked the previous sentence from a SaaS comparison site because I think it pretty well describes Knowify. What it doesn’t mention is that Knowify is much more reasonably priced than its competitors. (By the way, our clients receive a discount on the Knowify pricing by virtue of our professional relationship with Knowify.)

Take a look at the construction-centric systems you’ll find housed in the Knowify SaaS.

  • Bid Management
  • Billing and Invoicing
  • Change Orders
  • Commercial
  • Contract Management
  • Document Management
  • Job Scheduling
  • Lead Management
  • Residential
  • Subcontractor Management
  • Submittal Management
  • Supplier Management
  • Task Management
  • Time Sheets

Did I just hear you breathe a sigh of relief? I know, because we’ve heard it time after time when we’ve introduced our clients to the robust system they can put to use right away in making their construction contracting business more efficient through the use of Knowify.

In conclusion

There you have it. By upgrading your surroundings, understanding the importance of systems and processes, and choosing the right Software as a Service (SaaS) you’re well on your way to becoming more efficient and better able to serve your customers.

We wouldn’t be any good at all if you need someone to paint your office, we’re pretty good at passing on what we’ve learned about running an office, and we’re excellent at helping you get a handle on your accounting needs.

Pick up the phone and give us a call Toll Free: 866-629-7735 or contact us here.

Disrupting Your Day with Small Quality Tasks

Savvy Contractors use time wisely

 

 

Savvy Contractors use time wisely

You’re a construction contractor – and you’re busy! All day long!

Or are you?

What about those minutes of time that are maddeningly frustrating because you’re waiting?

Waiting between scheduled appointments

Waiting for the person who is late to an appointment

Waiting for the coffee to brew

Waiting for a slow application to load

Waiting for a field report to finish downloading

Waiting between sessions at a conference

Waiting on phone hold

Waiting while you’re stuck in traffic for . . . well you know, forever

Use the disruptions!

You already know how disruptive “wait time” can be for your day. Do you know how to use those disruptive moments to accomplish small quality tasks?

The first hurdle you’re likely to meet is an all-or-nothing mentality. Yet, there are some simple things you can do to help jump that hurdle.

  1. Be actively looking for those moments of time that you can put to use
  2. Keep a list of potential activities (on your physical or digital desktop, in your wallet, on your dash, in your briefcase, in your toolbox, where ever you’ll see it)
  3. Be prepared with the proper tools (“the” list, a phone, a book, a notebook, pens, a highlighter, a kindle, an iPad, educational or inspirational audio)

Write the list

Some of the types of items you may want to include on your “potential activities list” are:

  • Proofread documentation
  • Organize a few files on computer
  • Clear old stuff off computer
  • Check or add items to any needed lists
  • Phone or email someone from ‘contact this week’ list
  • Send file A to person Z
  • Physical exercise
  • Clear spam from inbox
  • Write an outline for X report
  • Tidy your desk

More ways to use those minutes

Here are a few more actions you can take which are quite useful in using up those minutes and gaining some traction in other areas.

I’ve already mentioned the drive time dilemma. The simplest way to gain from the traffic down time is keep audio which is either educational or inspirational in your truck. While you’re driving or while your stuck in the traffic jam you have a way to keep yourself ahead of the game through this simple method of self-improvement.

Another useful minute filler is your notebook and highlighter whether it be digital or physical. Say you’re at a construction contracting conference, you’ve been taking notes because, yeah, it’s that good. Then you hurry over to the next session – and you have to wait for it to start. Highlight the most important parts of what you’ve just heard. Yep, that simple. The quick review is great at cementing “the good stuff” in your brain.

Say you’ve just gotten off an important phone call, take a few minutes to write down one to three of the most important takeaways. Use this same strategy when you’ve finished reading an article, a chapter, a blog post, whatever. Building this habit will pay off multiple times over as you train yourself to look for and remember the most important parts of whatever you’ve just read, heard, seen, or done.

Your call to action

Write your “potential activities” list. Using the list provided above and your own knowledge of how you and how your office operates, write your own list of minute filling activities, put it where you’ll see it. Next time you must wait, put those minutes to good use.

From Accounting to Bidding – Nailing It!

When you’re in the construction contracting business a lot rests on your ability to present an accurate bid.

Before you bid your next job consider how your financial records and reports can and should strengthen your bidding accuracy.

It isn’t about the luck of the draw, nor is it about hoping you get close. It is about knowing and understanding the basic numbers (i.e. how much the materials cost, how many people it will take, how many hours will be involved) as well as a slew of other numbers which must be considered.

Taking a holistic look at the numbers

Of course, numbers in and of themselves are useless; it is when you apply your understanding of the construction industry, add your knowledge of your team’s competency levels, and take into account the likelihood of Murphey’s Law plopping itself down in the middle of your job site that you begin to have a clear understanding of how to shape your bid. Still, your financial reports are your friends, you’ll do well to listen to them. Here are some of the things they can tell you:

  • The labor and labor burden rate for each of your field employees

 

  • What your equipment costs you to own annually

 

  • Your overhead percentages per job

 

  • Your cost of sales

 

  • Your gross profit

 

  • Your net profits

 

  • Your gross margin percentage

 

  • What your liabilities and debt are

Some further information your reports will divulge

  • How your fixed costs are affecting your bottom line

 

  • How well each department or division is doing

 

  • How your sales are affected seasonally

 

  • Your past history concerning number of hours needed to complete tasks or portions of projects

 

  • Which subcontractors have proven most beneficial to you on previous jobs

What’s the point?

When you use your financial records in your bid preparation you have an historical guide as well as an up to the minute guide to assist you through the process. Plus, knowing your numbers puts you well ahead of the “average” construction contractor.

Know your contract numbers. Listen to your financial reports. Top construction business owners know their contract numbers because they listen to their financial reports.

There’s an app for that

And as for bidding, of course, there’s an app for that! Well, there are quite a few apps for that. Yet, there is one which we highly recommend and use with our clients, because of its many features as well as its ease of use. “Use Knowify’s powerful budgeting tools to create detailed materials/labor/subs breakdowns for each phase of the job, then translate your budgets into a bid in no time. Fully customizable bid templates. Syncs with QuickBooks Online.”

Additional Knowify features

  • Quickly create cost estimates or bids, and use progress or AIA billing to invoice your clients

 

  • Never re-enter the same information again. Create service templates, build a catalog, and waste no time in getting your bid to the client

 

  • Accurately track POs, expenses and revenue per job

 

  • Manage multiple jobs simultaneously

 

  • Put an end to re-entering data with Knowify’s QuickBooks 2-way synching

 

  • Quickly email bids and invoices to your clients, or POs to your vendors

Do you need help making heads or tails of how your financial reports can make a difference to your construction contracting business? Want to know more about Knowify?

Schulte and Schulte can help! 480-442-4032 or Toll Free: 866-629-7735

Build A Bigger Business – Think big; act bold

This is part two in a five-part series concerning Steps to Scaling Your Construction Contracting Business. You can see the introduction to the series by clicking here.

Are you among those who’ve figured out the simple way to deal with a puzzle maze is to begin at the end? The misguided and errant paths become much less of a problem to be dealt with when working a maze backwards. Same thing holds true when trying to figure out the puzzle which is all the moving parts of your construction contracting business.

When you start preparing to grow your business begin with the end in mind. Decide what matters to you in the long-term and formulate a big vision. Another term for this step is deciding on an exit strategy. Here are four typical scenarios:

  1. You determine your business will only exist until you retire or die.
  2. You plan to sell your business assets including the name.
  3. You choose to create a legacy firm which your children and later generations will own and run.
  4. You decide to develop a construction contracting firm designed to scale into and beyond the long-term, and which others (not your family) will manage.

Get ready to take “next steps”

Acting Bold becomes easier when you know which outcome you’re working toward. It allows you to focus on today’s steps, the ones which are getting you and your team to the end.

Some suggested next steps:

  • Be proactive.
  • Step back and look at the bigger picture.
  • Develop plans with concrete actions concerning how growth will be achieved.
  • Create realistic growth targets.
  • Decide to think big now hiring out as much of the daily work as possible.
  • Work to surround yourself with the right team members, various mentors, and good connections.
  • Create a model that doesn’t solely depend on you.
  • Think about autonomy for those working for you in order to test weaknesses and holes concerning moving toward your big vision.
  • Learn how to separate your ego from the big vision – trust the vision to do the heavy lifting.

Get ready to step aside

In case you missed it – all four of the above options will have you stepping aside – not being “boss” anymore. In his article in The Harvard Business Review, Noam Wasserman discusses The Founder’s Dilemma in which he states you can choose to be rich or you can choose to be king. He goes on to say it is rare indeed for a business founder to be both.

Whichever route you choose to take (whichever ending you’re working toward) you’ll find it easier to know which “next step” you need to take depending on where you intend to end up.

Your call to action:

Determine your exit strategy. Now begin taking steps to achieve it.

17hats: All-in-One Business Management Software

In this monthly post, it’s my pleasure to introduce you to one of the many apps that we at Schulte and Schulte endorse and recommend to our customers.

As a firm of construction accounting specialists, we love to help companies in the construction industry with their books and finances, part of that help is finding different apps or software that can help our clients out.  During this monthly feature, we take a look at several apps that we love at Schulte and Schulte, LLC, and dig a little deeper into our favorites.

This month, we would like to introduce you to 17hats.

As a business owner, there are multiple “hats” that you will wear as you go about running your business.  By hats, we are talking about the different roles you will play on any given day, from accounting, marketing, client communication, lead development, etc.  17hats is a brilliant piece of software that is designed to integrate each of these different hats into an easy to use business management tool.  We could go into detail talking about each of the different tools that are built into 17hats, but for the sake of time we will highlight a couple of the features that we appreciate the most; specifically the Overview Page, Customer Relationship Management (CRM), and Workflow Management.

Overview Page
This dashboard is what you will see whenever you log into your 17hats account.  It has been designed to incorporate a 3-day calendar view of all events and to-do’s that you have set up.  Underneath the calendar is a list of all action items from every ongoing project that you have, as well as a list of client email correspondence that is needing your attention.  This dashboard is customizable to include this above information, as well as other options available for you.  It is a really handy tool to get a bird’s eye view of what needs your attention on any given day.

Customer Relationship Management (CRM)
A lot of effort has been put into developing this CRM tool to make it easy to use.  As the above video shows in its example of adding a new lead and the development of that lead into a client, 17hats utilizes its CRM to assist you in keeping your contact information and projects accessible. It also stores all email communication and documents sorted by client.  This means no more searching through your email account for that important message from a client’s project you are working on.

Workflow Management
The video above gives a snapshot of the process involved within 17hats’ Workflow Management.  You are able to create templates for almost everything you will end up passing onto a customer, from engagement/proposal questionnaires and feedback forms, quotes, invoices, and more.  It has e-signature technology built into the app to allow anything that needs a signature or feedback from a customer to be sent from the app, and also allows you to track what has been sent.  17hats has a one-way sync that will allow you to sync invoices into QuickBooks Online, which is music to our accounting ears.

We love 17hats, and would like the opportunity to share it with you.  If this sounds like an app that you would be interested in checking out, please let us know!

JOBBER: Business Management Solution for Field Service Companies

 

At Schulte and Schulte, our passion is in working with any company that fits under the construction umbrella.  This includes construction service businesses like plumbers, HVAC techs, roofers, landscape techs, etc.  Some of the apps that have been, and will be, featured in this blog series are feature filed and do have elements that would be beneficial to construction service businesses.  However, we feel strongly about finding an app or software solution for each of our clients, and this month’s featured app, Jobber, is a great solution for anyone in the construction service industry.

 

 

 

Jobber is geared toward any company that focuses on construction field service. It is a comprehensive business management solution that will aid any small to medium-sized construction service company. There are three main areas that we’d like to focus on as we dig into this app: Client Features, Team Features, and Business Features.

Client Features
Jobber has some features that will impress your clients and help keep your client information organized. It has an excellent customer relationship management (CRM) tool to keep your client’s information and communication organized. As you communicate with your different clients, whether by sending a quote, getting an e-signature, or reminders to follow up with clients, Jobber keeps track of all communication and saves it in each specific client’s file to help keep you as a construction service business owner more organized.

Team Features
These Team Features integrate both the Jobber computer software as well as their mobile app, which is available for both tablet and phone on iOS and Android. Included are various tools like Scheduling that allows you as the construction service business owner to easily create new jobs for clients and assign them to your team with only a few clicks; Map View Routing that will automatically send notice to your team as they are out in the field giving them the information that they need to get to and work the next job; and GPS Tracking so that you get a clear picture of where your team is at throughout the day as well as tracking employee hours and labor costs.

Business Features
Jobber gives you the ability to send out customized invoices so that you are in control of what your clients see on their invoices. It also has the option included of accepting payment for service right at the jobsite. Also included are Reports that provide a bird’s eye view of how your construction service business is doing, Time Tracking that makes it easy to review and complete payroll, and Accounting Sync that seamlessly integrates with QuickBooks Online to assist with your monthly bookkeeping.

We love Jobber, and would love the opportunity to share it with you. If this sounds like an app that you would be interested in checking out, please let us know!

Scale Your Construction Contracting Business

Escalating your business to the next level

So, you’re ready to scale your construction contracting business. It is time to move to a new level. You have plans, thoughts, and ideas about moving into the big league. Read on, because there is a brief primer ahead to help you begin to work through that process. But, before we go any further, I’m going to tell you the same thing my dad had to remind me of on more than one occasion.

If it was easy, everybody would do it

Scaling isn’t as easy as finding the right app, purchasing the correct software, or hiring the right superintendent. It is a process, with many components, and it requires commitment.

I’m not trying to take the wind out of your sails. As a matter of fact, I hasten to add, while you can’t change the direction of the wind, you can adjust your sails in order to reach your destination.

What the heck does it even mean?

A little more than a decade ago I came across the term and the idea of scaling your business. In context, I sort of had an idea of what it meant, but wasn’t completely sure. How about you? Do you know what it means? If not, this definition and explanation of scalability found on divestopedia is short, concise, and is worth your time to check out.

Identify ways to upgrade processes on the path to scaling your business

The most basic take-away from divestopedia’s article is a scalable business is one that focuses on the implementation of processes that lead to an efficient operation.

You’ll need to identify those processes which can be reproduced at a rapid rate, without generating increased costs. Think in terms of automating certain processes that currently require time and hands-on interaction.

One example of this type of automation can be found at your local supermarket, where you’ll find four or more self-check counters manned by only one person.

Another example is how we, at Schulte and Schulte, LLC work with you through accounting software or SaaS and various apps implementing an automated process.

Speaking of apps, this List of 17 construction apps for 2017 is a good place to begin your research into some ways to simplify, update, or structure some of the functions necessary for running your present and future job sites.

Of course, there are other technologies which are no longer the stuff of science fiction, but are already being embraced and are quite literally changing the landscape of the construction contracting field as well as the landscape around us.

  • Robotics
  • Drones
  • 3D printing

Look into what each of these technologies are already being used by your colleagues as well as your competitors. Think in terms of investing in what will bring the most ROI not only now but in the upcoming years.

10 important scale driving measures to take

Scaling your business goes beyond buying the latest technological item or system. There is more to the whole notion of scaling your business. Just as you put in time and effort to start your business, you’ll need to put in additional time and effort to scale your business. Following is a list of actions you’ll need to consider.

  1. Update and reshape your business plan
  2. Line up any necessary funding
  3. Pay attention to your consistent brand messaging across divisions, locations, and mediums
  4. Embrace standardization (scalable companies have effective tools for measurement)
  5. Hire people smarter and more talented than you
  6. Outsource what makes sense
  7. Focus on ROI
  8. Document everything
  9. Plan for the little things
  10. Keep trying until you find what works

In order to scale you must indeed be proactive rather than reactive. Begin building into your business those standardized functions which will continue working whether or not you’re at the helm.

OK, now where is the blueprint?

Not here. I won’t be able to offer you a “Your business blueprint,” yet I have given you enough information to begin putting your own blueprint together. And, good news, (caution — big self-serving plug here) we at Schulte and Schulte, LLC are ready, willing, and able to aid you through accounting advice as you take the scaling up steps.

In case you are wondering. Yes, we have built into our plans and strategy the scaling of Schulte and Schulte, LLC. One of our favorite parts of the plan is that as your construction contracting business scales we’ll be on the scaling escalator right beside you.

KNOWIFY: Manage Your Entire Contracting Business in One Place

In this monthly post, it’s my pleasure to introduce you to one of the many apps that we at Schulte and Schulte endorse and recommend to our customers.

As a firm of construction accounting specialists, we love to help companies in the construction industry with their books and finances, part of that help is finding different apps or software that can help our clients out. During this monthly feature, we take a look at several apps that we love at Schulte and Schulte, and dig a little bit deeper into our favorites.

This month, we would like to introduce you to Knowify.

Knowify is an app that is a huge help to any subcontractor, whether that be commercial or residential. Some of the features that won us over at Schulte and Schulte:

Job Costing & Estimating
With Knowify’s powerful estimating tool, you can plan your jobs, itemize your material budgets, and schedule your people to create comprehensive cost estimates. These estimates can be translated into bid line items with a single click.

Bids, Contracts, & Service Work
You can quickly create bids and contracts on your own letterhead and send them through Knowify for electronic signature. You can also easily create service tickets and schedule technicians on work orders.

Time Tracking & Scheduling
Replace the whiteboard, create and maintain your schedule in Knowify so that all your people can see what needs to be worked on while they are in the field. As your people work on work orders, they can punch in time and reimbursements via Knowify’s mobile app. As your people put in time, Knowify will track how you are performing on each job compared to your budgets and estimated costs.

Knowify is truly cloud-based. You can access your Knowify account on your desktop computer, laptop, or tablet; it’s time tracking is most easily handled through the mobile app that is available for either Android or iOS.
We’ve been impressed with Knowify’s truly unified, fully integrated platform. All of its different modules (contracts, time tracking, purchasing, and invoicing) integrate seamlessly to ensure that the products and billable time covered by our client’s contracts are billed correctly.

We love Knowify, and would love the opportunity to share it with you. If this sounds like an app that you would be interested in checking out, please let us know!

Continuing Education in the Schulte and Schulte Camp

QuickBooks Online Advanced ProAdvisor BadgeYou may have noticed that we proudly display the badges we receive for our efforts in continuing education concerning our QuickBooks knowledge and expertise. They’re not easy to obtain, and quite honestly we’re glad that is the case. We don’t (and no one can) purchase those badges. They must be earned through study and testing.

But, those badges are only a small piece of the continuing education we’re committed to here at Schulte and Schulte.  

Continuing education is a vital component to providing our clients the best possible care

  • Continuing education allows us to clarify and better understand the processes and procedures of bookkeeping as advanced by and through technological updates and renovations.
  • Continuing education gives us the opportunity to acquire both theoretical as well as practical knowledge and to improve our problem-solving skills.
  • Continuing education allows us to establish and uphold our commitment to the occupational standards for professional bookkeepers.

Yet, there is more to it than that.

Keeping up to date on regulations and trends in the construction industry is an important way we work to properly assist you

Although we are experts in our area of specialization (bookkeeping for small to midsize Construction Contractors and Subcontractors,) we still have to stay on top of what’s new. We spend several hours each month reading, attending webinars and teleseminars, as well as participating in a weekly QuickBooks ProAdvisers group.

Thus, our continuing education benefits both our business as well as the businesses of our clients. One example of how we work to support your business is the article we wrote Playing Like One of the Big Boys Just Got Easier (3 Apps to Choose From) concerning the pros and cons of three different apps after a great deal of self-education on the subject.

We also “break it down” for you when considering what is happening concerning regulations and rules, for example this article – MRRA doesn’t stand for My Real Rare Adventure – Really! – concerning MRRA and TPT.

Our continuing education focus

Our continuing education is focused on three areas:

  1. Keeping up with the newest and best ways to process and engage in the bookkeeping we provide for our clients.
  2. Learning about the ways our clients can stay ahead of the curve whether it be housed in their financial reports or the latest tech devices and systems geared toward the construction industry.
  3. Gaining understanding of the best ways to assist our short term customers* through consultations and one-on-one training.

*We provide ongoing bookkeeping for a few select firms, and we also provide training and consultation for others who wish to do their own bookkeeping but need occasional information and guidance.

How we acknowledge and celebrate when we achieve a learning goal

Crazy as it seems, after we clink the glasses together, take the last bite from our celebration plate, and speak words of congratulations the final part of our celebration is to establish a new learning goal. Yeah, we’re crazy like that.

Do you need to continue your education in order to be able to use your bookkeeping system to its fullest? Give us a call and we’ll be happy to set up a consultation or one-on-one training for you or your staff. 480-442-4032