Quickbooks Training for Builders, Remodelers and Contractors
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Fee
1 module: $249 ($199 for attendees of the So Cal Builder Expo)
Each additional module: $149
4 modules: $599.
This program has been designed to include 5 - ½ day modules in which attendees can select to attend selected or all of the modules. The first 3 modules have been designed for all different types of construction related companies. Module 4 addresses the unique needs and QuickBooks usage for Builders and Remodelers, while Module 5 addresses the unique needs and QuickBooks usage for trade contractors
Workshops – May 1, 2008
Part 1 – Customizing QuickBooks for Builders, Remodelers and Contractors
Thursday, May 1, 2008: 8:30 – 12:00
This module is geared for builders, remodelers and specialty contractors that are either new to QuickBooks or would like to learn how to tailor or modify the set-up of QuickBooks to meet their unique industry needs. In addition, this module will provide users with an understanding of accounting and bookkeeping issues that are unique to the construction and building industry. Topics covered include:
- Which accounting method should I use?
- Establishing your company and personal preferences
- Setting up or modifying your chart of accounts
- Setting up or modifying items for accurate job costing
- Setting up your customers and jobs
- Setting up your vendors and employees
Part 2 – Processing of transactions both within and outside of QuickBooks
Thursday, May 1, 2008: 1:00 – 4:30
One of the biggest problems that we have found in dealing with builders and contractors over the years is the GIGO principle (garbage in – garbage out) taking over the company. In addition to teaching how to enter everyday transactions within QuickBooks you will learn skills which will help you avoid the GIGO principle from taking over your office. Topics covered include:
- Entering your job estimates and change orders
- Mark up vs. Margin
- Entering and tracking of purchase orders
- Processing, entering and paying bills
- Creating invoices, receiving payments and making deposits
- Processing your payroll
- Reconciling your accounts
Workshops – May 2, 2008
Part 3 – Mastering QuickBooks for builders and contractors
Friday, May 2: 8:30 – 12:00
There are 3 users of financial information that all builders and remodelers need to satisfy – your banker and investor, Uncle Sam and the owner. QuickBooks can provide information that will benefit all users of financial information. In this module you will learn how to use the information provided from QuickBooks to manage your company.
Topics include:
- Developing your operating budget
- Defining and customizing reports
- Developing a work in progress schedule
- Month-end closing procedures
- Using financial information to manage your business
Part 4 – Unique Issues for Home Builders
Friday, May 2: 1:00 – 4:00
This section is geared towards home builders and remodelers focusing on the unique needs of these types of contractors.
Topics include:
- Closing procedures for “spec” homes
- Bank loans and draws
- Tracking land and development expenses
- Handling customer deposits
- Processing of time and material and cost plus contracts
- Unique Home Builder reports
Part 5 – Unique Issues for Trade Contractors
Friday, May 2: 1:00 – 4:00
This section is geared towards specialty contractors focusing on the unique needs of these types of contractors.
Topics include:
- Tracking of retainage
- Using QuickBooks to track inventory
- Advanced labor burden and payroll tracking
- Unique specialty contractor reports
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