Hi Lisa, I'm not sure this is what you need, but the CFMA has an Emerging Leaders program. https://cfma.org/emergingleaders You can also check with your local CFMA chapter. CFMA Philly has a similar program Best wishes, Joe G. ------------------------------ Joseph Gravenstine CPA Chief Financial Officer National Glass and Metal Co., Inc. Milford NJ (215) 888-8884 ------------------------------
Looking to make sense of today's construction technology options? Join our Software Roundtables Powered by BBi & CFMA - a collaborative virtual series designed to help construction financial, technology, and HR professionals evaluate tools with confidence. Each 60-minute session features live demos, expert insights, and open Q&A in a sales-free, learning-first environment - all at no cost , thanks to the support of CFMA & BBi. Discover new ...
Hi everyone! This week marks National Insurance Awareness Day - it doesn't get the fanfare of a federal holiday, but for business owners it may be one of the more useful reminders on the calendar. It's also something that gets overlooked until it's too late. So here's a question worth sitting with: if you - or a key partner - were suddenly out of the picture, would the business you've spent years building survive the transition intact? Insurance ...
We are entertaining a switch from a credit card managed by our traditional brick and mortar bank to the Ramp card based on the perceived ability to streamline tracking down receipts and info for 25 credit cards. Does anyone have experience with switching to Ramp, and if so could you let us know the good and the bad? Feel free to DM directly. Also: No sales inquiries, just construction companies who have switched to Ramp, please. ------------------------------ ...
My company currently uses Trade Tapp and Building Connected to manage prequalifications. We are having difficulty managing the workflow among our groups: Safety, Finance, and Estimating. Has anyone mastered this process? Can you provide any insight into high-volume workflow management? ------------------------------ Maura McNicholas Manager of Construction Operations-Accounting Ryan Companies US, Inc Minneapolis MN (773) 600-9433 ------------ ...
We are seeing some great optimizations from AI in our workflow. It would be interesting to see a panel discussion to talk about the ways different subs have used AI. I have created a group in our company (200 people) called the AI Champions. It is comprised of around 30 people from different roles who have an interest in using AI. We meet together monthly to discuss how we have used it and we evangelize to co-workers about ways they can use it ...
Hi - My client is using Business Central, and they need more routine WIP reporting under GAAP. Does anyone know of a good software or add-on that can help them prepare a WIP report on demand? There current process is very manual and cumbersome to produce. Thanks! ------------------------------ Mario Castro Managing Member Castro CPA, PLLC Celina TX (945) 544-9247 ------------------------------
@John Kapphahn : One of our clients serves HOAs and CDDs and recently migrated from QuickBooks to Vantaca. I was closely involved in the process. They started with the HOA side, liked it enough to bring CDDs over too, and the response from the team has been strong across the board. Glad to share more if useful. ------------------------------ AJ Jain AI+BI Leader by Microsoft Founder & CEO Proxsoft Technologies LLC Newark DE (219) 307-0986 ----- ...
Check out: https://selectviewdata.com/integration/ They have been doing some amazing work on integrations with Vista. @William Wagnon is also a CFMA member. ------------------------------ AJ Jain AI+BI Leader by Microsoft Founder & CEO Proxsoft Technologies LLC Newark DE (219) 307-0986 ------------------------------
Hi Mike, Thank you for reaching out. Yes, CFMA hosts a New Member Open House every other month to help new members learn more about their benefits, connect with fellow members, and discover ways to get involved. Our next session is scheduled for July 13, 2026, at 2:00 PM Eastern . Click here to register. During the session, we'll provide an overview of CFMA's member benefits, resources, events, volunteer opportunities, and ...
Here are a couple of options: Collapse the Lag: The Ops & ERP Bridge The specialty trade financial manager's biggest leverage point isn't a new financing instrument; it's collapsing the lag between what happens in the field and what shows up in the financials. A session that breaks down the lag a what happens when you beat it. The Sub Cash Flow Squeeze: How Faster Field-to-Finance Cycles Change Everything Costs for labor, materials & ...
Hi Rebecca, One idea I have for a session or webinar that is becoming more popular in the specialty trades space is business owned, specific system integration layers. This is product, company, and process agnostic so it's more of a concept, where implementation varies by use case. The operational value unlock from this in my experience can be pretty substantial and the barrier to entry is dropping pretty dramatically. I believe this is an approach ...
Hello Specialty Trade Community! I hope everyone who attended this year's conference in Phoenix got as much from it as I did! But now that it is done, we are already moving on to planning for next year. As Vice Chair of the Specialty Trade committee, I am looking for your session ideas specific to our needs within the Specialty Trade Community. What keeps you up at night that you would like to see addressed at a session at next years conference ...
Hi Todd, Several of my clients have or are currently integrating Service Trade with Acumatica's Construction Edition. Happy to help make an introduction with a customer or with our preferred ServiceTrade/Acumatica integration partner. ------------------------------ Dan Kennedy Senior Software Sales Representative Strategies Group Inc. Tampa FL (239) 448-9779 ------------------------------
We're in the early stages of discussing building an integration for BuildOps and Vista using Trimble's AppXchange platform after I met one of their reps at a user group event. I'll need to check in with my team that does the AX work and see if we have moved on that at all, which I'll do this morning and report back. ------------------------------ Chris Lounsbury Director of Development & Data Architecture Business Information Group, Inc. Sherwood ...
Will there be more of these? ------------------------------ Mike Dedo Financial Controller Erwin Electric Tampa, FL 813-226-7903 ------------------------------
Our company would love to hear more on this as well @Robin Erwin ------------------------------ Mike Dedo Financial Controller Erwin Electric Tampa, FL 813-226-7903 ------------------------------
Just wanted to put my $.02 in here but keep in mind I did not thoroughly read all the other answers! Any third party payroll processor is going to be difficult if you have job costing. The best scenario that I ever used was to set it up where instead of employees entering their time in Paylocity, use another time keeping/job costing platform Then just upload the gross pay to Paylocity (or whomever) to process the payroll. You will upload the time-keeping ...
Ben brings up a very important point about not having a dedicated contact from the vendor who can help you. Do not underestimate how important and critical it is to have a dedicated quarterback on the vendor's side to assist you. We looked at Paylocity but went with Paycor and have the same issues with customer support. Every functionality (exp mgt, timekeeping, etc.) is in its own silo and it's very difficult to find a solution at times. We are ...
Hey Steve, I'm brand new to this group but I just saw your post from a year ago. We are in a similar situation. We've been using QB Enterprise Desktop for many years. 150 employees, $20M in revenue. We have several 3rd party integrations that we use with Quickbooks. I have researched a variety of alternate ERP solutions including Foundation and Intuit's new IES. All are vastly more expensive, and each has pros and cons, but I haven't found one yet ...
Jennifer, I saw you replied on my other post as well. We are implementing BuildOps and integrating with Vista. I'd be happy to set up a time discuss. Thanks, ------------------------------ Christopher Bonnell Director of Accounting Technology Helm Group Freeport IL (815) 590-2721 ------------------------------
I would love to know how implementation has gone for those who chose BuildOps (or another platform) especially if you are using Vista. We considered BuildOps and ServiceTrade before going to Vista a couple of years ago, but decided to try Vista's Service Management/Field Service. Many of the features we need are just not there, so we are looking to spin off service into another platform. ------------------------------ Jennifer Tindal, CPA CPA ...
Following up to see if you were able to speak with anyone regarding BuildOps and Vista or any other service management platform. What did you end up implementing? ------------------------------ Jennifer Tindal, CPA CPA CFO MSS Solutions, LLC Charlotte NC (704) 943-1722 ------------------------------
Following up on an old post - how did the implementation of BuildOps go and what ERP do you use? ------------------------------ Jennifer Tindal, CPA CPA CFO MSS Solutions, LLC Charlotte NC (704) 943-1722 ------------------------------
Paul, Vista can handle the overhead allocation in various ways if needed. However, I would recommend that G&A expenses be presented as a separate line item on the income statement rather than allocated to the projects. This should be around 7-9% of revenue for your size. You can get the CFMA Benchmarking Report to see how your company lines up with peers. We do recommend that shop overhead be allocated to the equipment costs, and that field indirect ...
Randy, we implemented Paylocity about 1 year ago. Pros and cons for sure. The HRIS side is pretty good. The timekeeping has been a struggle. And our experience is that we don't have a "contact" there as our customer service rep that has time for us. We have one, but he has over 100 clients he services so there really isn't a person who can service us when there is a need. They are also designed with several "silos" within the company so if you ...
We have been using Paylocity for over four years now for both payroll and HRIS. It has been a great fit for us. That's not to say it has always been smooth, but we have been able to get it to work for us. Below is an overall brief summary: Platform overall - 5/5 - We looked at Paycor, ADP, and Paylocity - Paylocity blew the other two out of the water with their functionality, flow, ease of use, and overall look. They do their own R&D and build ...
I would just say that when talking with ADP, make sure that you look at ADP Compliance. That has worked very well for several of our clients. It really works well with job costing. Let me know if you would like to discuss what our clients say about using that produce. ------------------------------ Karen Miller Managing Member ConstrucTech Consulting, LLC. Baton Rouge LA (225) 279-1552 karen@constructech.io ------------------------------
Good morning Randy. We work with a lot of clients that would agree with Will. Paylocity will not handle the job costing portion of your payroll. We have many clients that have made it work, but it is definitely and added burden to processing payroll. Many of our clients use ADP Compliance (not the regular ADP payroll processing). ADP Compliance has built and integration, a true integration, not imports and exports. You process payroll in your ERP ...
Hi Will, Could you go into a little more detail please? We are also very close to choosing Paylocity and we were told that they could create an import template into our ERP system for job costing. ------------------------------ Dylan Manning Controller Granite Excavation Eagle ID (208) 406-9366 ------------------------------
Hi Michael, Thank you for sending over your information. I will share this with our ERP Process team. I really appreciate the input. Molly North assistant controller e-mail: mnorth@harrisoncontracting.com mobile: 470.615.0163 phone: 770.949.5776
Hello Tanner, Thank you so much for the information you sent about your company's approach. I will share the information with our team that is starting the ERP Process. I really appreciate your input. Thank you! Molly North assistant controller e-mail: mnorth@harrisoncontracting.com mobile: 470.615.0163 phone: 770.949.5776
Hi Glen, Thank you so much for the information you sent about BBI. I will definitely share the information with our team that is starting the ERP Process. I really appreciate your input. Thank you! Molly North assistant controller e-mail: mnorth@harrisoncontracting.com mobile: 470.615.0163 phone: 770.949.5776
Hello Christa, Thank you so much for the information you sent about your conversion. I will definitely share the information with our team that is starting the ERP Process. I really appreciate your input. Thank you! Molly North assistant controller e-mail: mnorth@harrisoncontracting.com mobile: 470.615.0163 phone: 770.949.5776
Molly North reacted to your message: Molly North assistant controller e-mail: mnorth@harrisoncontracting.com mobile: 470.615.0163 phone: 770.949.5776
We switched to Paylocity three years ago after many years with Paychex and after also considering ADP. Paylocity vs. Paychex is better customer service and lower cost. It Integrates well with our employee benefit programs including 401k and open enrollment for health benefits. The only negative is we do not use Paylocity's time card/time keeping system for our commercial division hourly installers and there is no direct import of their time into ...
Do you know a construction financial professional under 45 who is making an impact in their company, community, or CFMA? Don't miss the opportunity to recognize the next generation of leaders shaping our industry. Whether they're driving innovation, mentoring others, strengthening their organization, or contributing to CFMA, now is the time to celebrate their accomplishments. And if you nominated someone last year who wasn't selected, nominate ...
Jason, We are a union GC who converted over to Miter back in 2024. We have been happy since the conversion. Their main weakness at the time was support. Sounds like they have taken several clients feedback on support and are addressing this for what it is worth. I do know during the exploring phase they will put you in touch with references. -Alex ------------------------------ Alex Stergion Controller Mai Construction San Jose CA (408) 434-9880 ...
Looking for some best practice input from other heavy civil contractors using Trimble Viewpoint Vista. We're a ~$30M heavy civil contractor and recently went live on Vista. Our ownership has asked us to allocate SG&A/overhead directly to jobs within the system rather than handling it as a separate analytical layer outside of Vista. A few questions for the group: 1. Are you allocating overhead to jobs inside Vista (e.g., via burden rates, JC ...
Hello, ReArch Company used Aktion Associates to demo various ERP software and for our conversion to Sage Intacct. We were very happy with them through the entire process. They patiently addressed our questions and need for multiple demos. We felt that a good partner for the conversion was critical so we spent some time interviewing them, talking to references and confirming that Aktion would be a good fit as a consultant. Feel free to reach ...
Does anyone have experience with Acumatica linking to Atlantic Union Bank. Are you able to import ACH deposits and export payment data to the bank? ------------------------------ Scott LeVora CPA, CM&AA President AEC Advisory Services, LLC Boyds MD (301) 366-7215 ------------------------------
We just switched away from Paylocity, as they are not equipped for job costing/construction payroll (IMO). ------------------------------ Will Coburn Director of Accounting Excel Services Louuisville KY (502) 790-4927 ------------------------------
Good morning, I want to add to Chad's comment. I worked with Jay and his team at BBi on a prospective client and they apply a very thorough and comprehensive process. From what I have seen, Jay is available for an open conversation, and I expect that would be time well spent regardless of what direction you go. ------------------------------ Glen Solution Consultant, ADP ------------------------------
We have worked with Big Blue Innovations several times and have them very valuable helping their clients navigate the entire acquisition process and can make sure your firm considered all your needs. They are committed to making sure your successful from beginning your search to going live on your new ERP. https://bigblueinnovations.com/ ------------------------------ Paul Krieger Build One Partners 202-329-1785 ----------------------------- ...
Hi Molly, Saw this post and wanted to chime in. Picking new construction accounting software is a big lift, and the fact that you're looking for an experienced set of eyes before diving in tells me you've probably already heard a few horror stories from peers. Doing it thoughtfully really does make all the difference. I lead software selection and implementation advisory engagements for construction clients as part of Plante Moran's Business Technology ...
We're currently processing payroll in-house via Sage 100, but I'm beginning to evaluate outsourcing options for union payroll processing and reporting; specifically Miter vs. Lumber. I've found several helpful conversations around Miter, but I haven't seen much on Lumber. Has anyone used Lumber and if so, how has your experience been? Any pros, cons, or things that would be helpful to know? I appreciate your time and insight in advance. ------------------------------ ...
We are looking at Paylocity for payroll and HRIS; any feedback on them? ------------------------------ Randy Brown CFO CFO Colarelli Construction, Inc Colorado Springs CO (719) 475-7997 ------------------------------
Building on the discussion from our recent Residential Contractors Virtual Roundtable: In the News , we'll be sharing a series of follow-up posts to keep the dialogue going. These prompts are designed to revisit key themes from the roundtable and invite members to share additional insights, experiences, and ideas with the community. Feel free to jump in and participate-even if you weren't able to attend the roundtable. 💬 Discussion ...
Following... ------------------------------ Paul Moreira Monterey Mechanical Co. Oakland CA (510) 867-4367 ------------------------------