Benefits

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Your Project Managers will utilize Advanced Project Management Functionality to manage construction and contract projects effectively with minimal learning curve.

• Work Breakdown Structures (WBS): Define and manage task hierarchies for detailed project planning and tracking, accessible with minimal training.

• Budget and Change Order Management: Create and update project budgets and change orders with visibility into financial impacts.

• Schedule and Resource Management: Update project schedules, assign resources, and track timesheets and expense reports to ensure timely delivery.

• Earned Value and Progress Tracking: Monitor budget adherence, cost-to-complete, and percentage-of-completion metrics to maintain project profitability.

• AIA-Style Progress Billing and Revenue Recognition: Simplify construction invoicing with standardized AIA-style billing forms (e.g., G702 and G703), ensuring accurate tracking of project progress, percentage of completion, and retainage.

• Vendor Collaboration: Streamline subcontractor and vendor procurement by creating, distributing, and managing bid packages including project scope, drawings, specifications, and schedules, ensuring competitive bids and clear scope alignment.

Enhance client engagement and transparency with a portal for your clients (e.g., project owners, stakeholders) to track and approve.

• Contracts, change orders, and financial summaries:  Track contract totals, billings, and payment status.

• Project schedules and milestones:  Communicate high-level project schedules and milestones.

• Allowances and material selections:  Provide product documentation and selection options.  Streamline client approval workflows to accelerate decision-making and maintain project momentum.  Provide running total balance for allowances for client transparency.

Our Financial Service acts as a strategic partner for mid-sized construction and contract companies.

•  Managerial Accounting:  Gain actionable insights with job costing, profitability, and variance analysis.

• Financial dashboards:  Review KPIs tailored for construction and contracts (e.g., cost-to-complete, earned value)

• Consolidated Financial Statements:  Evaluate the financial impact of multi-project and multi-company accounting for complex operations

• Cash Flow Forecasting:   Plan with confidence using Cash flow forecasting to anticipate liquidity needs that is integrated with project budgets, schedules, milestones, and billing contract terms

• Controller Functions:  Ensure accuracy and compliance with accounting operations oversight, financial statement preparation, and month-end closes

• Accounting Functions:  Keep your project finances in order with daily transaction recording, accounts receivable management, and accounts payable management, including subcontractor payments

• Year-end Preparation:  Provide access and reporting to your preferred CPA.