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Video

  • 88 minutes

Spreadsheets for Construction Professionals

 

Learn how to get faster, better information in order to make decisions that directly impact company cash flow and profitability.

Many job costing systems are either too cumbersome, too inflexible, or under featured to be able to manage all financial aspects of job management. Furthermore, most contractors are not provided with adequate training in the financial management tools of the trade, Excel®, accounting systems, and other support systems, and they are too busy to stay on top of every improvement and new feature in Excel® that can save significant time with every report. This topic helps those responsible for managing estimates, labor, supplies, profitability, and cash flow to get faster, better information in order to understand trends, minimize/reduce errors, and make decisions that directly impact company cash flow and profitability. The information includes some or all of the following: PivotTables, PivotCharts, Slicers, Timelines, Tables, and the mighty Data Model which allows a single PivotTable to be created from more than one underlying database.
 
Runtime: 87 minutes
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Agenda

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Faculty

Jaime Campbell, CPA, MBA

Jaime Campbell, CPA, MBA

Tier One Services, LLC

  • Partner in the firm of Tier One Services, LLC
  • Practice emphasizes all aspects of internal accounting activities for $1M to $10M for profit and not-for-profit organizations
  • Conducts regular seminars and workshops on Excel®, QuickBooks®, financial statements, and cash flow forecasts
  • Author of several publications related to the areas of Excel®, QuickBooks®, and other accounting technology and policies
  • Member of AICPA, NJSCPA, NCACPA, FICPA
  • M.B.A. degree in professional accounting, Rutgers Business School; Bachelor of music education, Florida State University
  • Can be contacted at [email protected], 704-837-0185, on Twitter® @jcampbellcpa, www.facebook.com/jcampbellcpa, or www.linkedin.com/in/jcampbellcpa
Bob Swetz, CPA

Bob Swetz, CPA

Tier One Services, LLC

  • Controller/consultant at Tier One Services, LLC
  • Provides a full range of accounting services from bookkeeper to CFO
  • Conducts regular seminars and workshops on numerous Microsoft® Office® and QuickBooks®
  • Member of the American Institute of Certified Public Accountants
  • B.S. in in accounting, Pennsylvania State University
  • Can be contacted at [email protected]
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