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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.

This program is a video-based learning module.
Runtime: 87 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Pricing a Job

  • Begin With the Profit in Mind
  • Using Cost Data From Previous Jobs
  • Factoring in the Unknown

Getting End-To-End Job Transparency

  • Assigning Labor Costs
  • Allocating Flat Salaries
  • Assigning Materials to Jobs

Advanced Techniques

  • Reducing and Eliminating Data Entry
  • Deploying the Data Model for Multitable Combinations
  • Analyzing Job Profitability and Cash Profitability
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on February 22, 2019.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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

Bob Swetz, CPA (Inactive)

  • Controller/Consultant at Tier One Services
  • Practice emphasizes providing a full range of outsourced accounting services from bookkeeper to CFO
  • Conducts regular seminars and workshops on numerous Microsoft® Office Products and QuickBooks®
  • Member of the American Institute of Certified Public Accountants and PA Institute of Certified Public Accountants
  • Former partner at Swetz & Herbert, CPAs
  • B.S. in accounting, Pennsylvania State University
  • Can be contacted at [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 404991
Published 2019
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Available in Multiple Formats

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