CPAacademy.org | 13 SECRETS TO FASTER, BETTER CONSTRUCTION & JOB-COST

Content Provider

13 SECRETS TO FASTER, BETTER CONSTRUCTION & JOB-COST ACCOUNTING IN QUICKBOOKS

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Other

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
Other

Series: Women in Accounting

Course Description

Can QuickBooks (or Enterprise) desktop software comfortably handle the intricacies of job-cost accounting for the wide variety of construction types that you’ll encounter in the construction industry? Can it flex and scale to span the needs and sizes of both small and moderately large contracting and construction companies?

Absolutely!

Join Diane Gilson (20+ year QuickBooks-construction-accounting consultant, registered CPA, multi-certified QuickBooks Advanced ProAdvisor, and 2014 and 2015 “Top 100 ProAdvisor”) as she discusses how she developed a hands-on approach that yields consistent, reliable, accurate construction reporting in QuickBooks.

She’ll discuss how, and why, she developed the AccountingPRO pre-built QuickBooks template. She’ll also share the reasons behind the up-front “design” decisions incorporated into the template, and how to apply those decisions to new, start-up files. (so you can avoid common start-up issues that can cause a variety of problems further down the line).

Additionally she’ll provide insights regarding how, in certain circumstances, company files can be “remodeled” to create more accurate, reliable results throughout the year as well as more useful job-cost and management information.

Learning Objectives

“Beginning with the end in mind” (e.g., The current state of accounting records. What outcomes are we looking for? What types of management info and reports does the client want and need? How much of the bookkeeping or accounting can the client learn and handle? etc.)
Defining the kind(s) of activities that construction companies may be involved with.
Primary QuickBooks Lists – design and organizational secrets to reporting success (e.g., the Chart of Accounts, the Item List and Item Types, the Customer:Job List, Payroll Item List and labor burden allocations, other useful lists).
How File Preferences Influence Outcomes.
Reports for everyone.
Time for a clean start? How to get up and running in record time.

Diane Gilson

Info Plus(+) Accounting Inc.
President
dcg@infoplusacct.com
734-544-7620

Diane is a 2014 and 2015 “Top 100 ProAdvisor” (chosen from a field of 65,000+ ProAdvisors). Her other current certifications include: • QuickBooks Enterprise ProAdvisor (Intuit) • Advanced QuickBooks ProAdvisor (Intuit) • QuickBooks Online ProAdvisor (Intuit) • QuickBooks Consultant (Sleeter Group Consulting Network) • Instructor for Business Accounting and Job-Cost and Financial Management for National Association of Home Builders (NAHB) University of Housing. Diane uses her 30+ years’ experience (including 15 years as a practicing CPA) to design, customize, and upgrade job-cost accounting systems for small to mid-sized construction, manufacturing and service companies. Additionally, she successfully teaches all levels of accounting and job-cost technique in her online workshops and one-on-one consultations. As a published author, speaker, and professional QuickBooks trainer, Diane is respected as a leader in her fields of expertise.

Additional Materials

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Handout Materials

Presentation Slides

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About Our Presenter

Since 1994 Info Plus Accounting has been helping business owners and bookkeepers move from the darkness of financial confusion and chaos, into the sunlight of monetary order and clarity. We achieve this by helping them determine exactly what information they need, and showing them how they can effectively and efficiently get it.