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We belong to the Utah Associated General Contractors and I feel like we get access to decent premiums and coverage with this affiliation. Our increases have been more in the 8% range YOY. We pay the employee premium for a HSA qualified plan and then also contribute to the employee's HSA. Jamie Dooley, Director of Finance Office Hours: (M-F) 8:30 AM - 5:00 PM NEW PHYSICAL AND MAILING ADDRESS: 4376 N. Forestdale Dr. Unit 11 Park City, ...
Good Morning Kayley, Absolutely! We have a number of videos on YouTube. This playlist collects CFMA × AEMP's Heavy Equipment Comparator (HEC) 2.0 content into one place - the full 75-minute webinar plus short, topic-based clips you can share with finance, fleet, and operations. Start here: https://www.youtube.com/watch?v=eFP8ty4nHdI This CFMA webinar walks you through Heavy Equipment Comparator 2.0 - a standardized framework of 26 ...
Hi Liliana, We implemented CMIC in late 2024 and would love to connect on this opportunity to share best practices. Please reach out to me via email amaresca@anfgroup.com to discuss further and I will put you in contact with our Controllers. Thank you, ------------------------------ Anni Maresca CFO ANF Group, Inc. Davie FL (954) 449-1609 ------------------------------
Hi Kayley, I ran a Finance at the Jobsite podcast episdoe with Yvette Aubin, one of the creators of Heavy Equipment Comparator on this topic. Please find links here to some platforms where that episode is: 1. https://open.spotify.com/ episode/ 2GSS736nYdN0iFttW6JTEM?si= En3ixv3wTDuwgmQGbVhl8Q 2. https://podcasts.apple.com/ us/podcast/heavy-equipment-is- a-cfo-problem-fleet-strategy/ id1846161710?i=1000748249218 3. https://www.youtube.com/ ...
A reminder that the 2026 application deadline for CFMA's Emerging Leaders Program is rapidly approaching! The application deadline is April 30th . I talk about this program all the time! It's easily the most impactful leadership program I've been part of. If you're interested in learning more, or know someone who would benefit from this experience, I encourage you to explore the program and pass the information along. https://cfma.org/emergingleaders ...
Hello CFMA Community, Curious how others here are handling CMiC reconciliation at scale. We've been working with a few ENR 400 contractors on automating reconciliation directly inside CMiC, pulling from bank feeds, matching transactions, and only surfacing exceptions to the accounting team. Early feedback has been around time savings, faster closes, and tighter fraud controls, especially around positive pay- which we also fully automate. We ...
Hi Lorrie, I have a client that is a custom builder in CA and they are implementing Sage Intacct with Alliance. We are having a hard time with their billing and cost codes (specifically to produce T&M billing). Have you started an implementation yet? ------------------------------ Jessica Krause CPA, CCIFP New Lyfe Accounting Liberty MO (816) 683-4100 ------------------------------
Hi Kary, I'm a big fan of Fireflies as well-for all the reasons mentioned. One thing I especially liked about Otter.ai is the ability to record anytime, in any setting, and have it automatically transcribed later. I found that really useful at conferences and during speaking engagements when I wanted to capture detailed notes from presenters. ------------------------------ Lilianna Stelmach Head of Partnerships Rynoh Virginia Beach VA ...
Prior to purchasing the Heavy Equipment Comparator, I am wondering if there is a free webinar on it that explains and shows the whole process of completing this. Also if they have some examples, that would be helpful too. ------------------------------ Kayley Byron Accounting Gowan Construction Oslo MN (701) 699-5171 ------------------------------
Robyn, that was ChatGPT (AI) platform asking if it could help you more. I am currently working to build a cash flow model and template myself but that project won't start till June so I won't be of much help but I am definitely going to see what ChatGPT can do for me. ------------------------------ Gina Birkett MBA Chief Financial Officer VCA Consultants ------------------------------
And yes, i would love to spend time with you, if you have any available for targeted coaching on cash flow modeling as you suggested.....where do we go from here? ------------------------------ Robyn Smith Controller Hodgdon Group Colton CA (951) 906-8211 ------------------------------
You're amazing for taking time out to share Gina, thank you! :) Can't wait to get this going.... ------------------------------ Robyn Smith Controller Hodgdon Group Colton CA (951) 906-8211 ------------------------------
I haven't received any emails of forced transition either yet. I wonder how they are rolling this out. We did get pricing on the cloud services recently and its a huge increase from what we are paying now. ------------------------------ Leila Bennett-Snow CPA Controller Strategic Mechanical Inc. Fresno CA (559) 291-1952 ------------------------------
I have been using Fathom for a couple years now and it is great. It has a direct integration into my CRM and slack. Depending on which CRM you use, Fathom will create task automatically for you so you are less likely to miss things. I highly recommend it! ------------------------------ Danny Hood Account Executive Trayd Leander TX (512) 769-7508 ------------------------------
Hey Robyn, Here's a free Excel Template based on a Cash Flow Forecasting workshop that we did with ~40 CFMA members, organized right here on the boards. It was a great time! ------------------------------ Josh Oakhurst Datateer www.datateer.com Analytics | Reporting | Integrations Parker, CO -- Book with me: https://calendar.app.google/5d75W7VMUJsztAqJ8 ------------------------------
I typed this into the free ChatGPT and this is what is produced. I am loving using it and I only use the free version thus far! Hope this is helpful. I need help understanding and creating a relevant cash flow statement. SAGE 300 doesn't have one out of the box and the types of projects we do (Cost Plus) make projecting difficult and I never seem to know where I am. Anyone have availability to train me on what I need to be ...
In my earlier post, "Don't force AI, integrate it," I talked about data readiness and why AI tends to disappoint when the fundamentals aren't in place. Most teams I've worked with don't struggle because they lack data or technology. They struggle because their systems were designed to record transactions, while today they're being asked to support judgment, forecasting, and accountability. So, teams adapt. Spreadsheets ...
We've been using Read.ai for over three years, and they continue to release features that make it a must-have tool. We're an Acumatica ERP provider serving real estate developers. The transcription process now reviews your upcoming meetings and pulls in context from past interactions with the same company or contact - so your team walks in prepared. Having that summary of prior client conversations has been a real win for client management. It ...
Hello All, We are looking into alternatives for our Health Care renewal after seeing an initial 30+% increase in premiums from BCBS. We have reached out to ABC Insurance Trust, and they have connected us with Trinity Captive Group. I was interested to see if any of the members here have gone this route and, if so, how has your experience been? Most importantly, how was the switch received by the field employees? So far, this seems like a good ...
We are reevaluating our per diem rates and truck allowance policy. We currently pay $50/day per diem for meals and $150/week truck allowance. We also pay for the fuel. What are other general contractors paying their superintendents for per diem and truck allowance? ------------------------------ Christine Valdez CPA CFO Stansell Properties & Development Odessa FL (616) 335-0073 ------------------------------
Does anyone in this community work directly with a CPA firm, with a presence in southeast Idaho, that you'd recommend for a medium to large company to consider reaching out to for a potential partnership for GAAP audit work on financials? Thanks in advance for recommendations or warnings/reviews of any to steer clear of. Jennifer ------------------------------ Jennifer Moulton Controller Wheeler Electric, Inc. Idaho Falls ID (208) 529-1985 - ...
Following for updates. We are on CE as well and have not received any notification regarding a forced transition to the Cloud yet. I am i nterested in knowing the timeline/requirements we need for our IT Dept to have on their radar, especially if it needs to happen by YE. ------------------------------ Lauren Steigler Controller J.R. Barto Heating, A/C & Sheet Metal, Inc Orcutt CA ------------------------------
There are permission settings that you can change to point it to specific meeting listings. I've recently played around in the settings to make "Fred" way more intuitive in these cases. I do like the results that I get from our meetings. I downloaded the desktop app on Monday and I'm definitely enjoying its native function from it. ------------------------------ Kary Nguyen Client Success Coordinator mJobTime Corporation Las Vegas NV (702) 460-3991 ...
Tomorrow, April 8th, join your peers for a virtual roundtable where you can share what's top of mind in your organization and learn how others are navigating similar issues. This is a conversation, not a presentation , and it's strongest when members are candid and engaged. 📅 Wednesday, April 8, 2026 ⏰ 1:00 – 2:15 PM ET 💻 Virtual Roundtable Registration is required - don't wait! Click here to register and bring your ...
Hi Brian, I worked at a large contractor that used both MOTUS and Cardata. We were with MOTUS for 7 or 8 years before switching to Cardata. We found MOTUS to be inflexible, slow to fix their own issues, and we found that they did not understand commute mileage. Their app consistently misidentified and over deducted commute miles that were not commute miles resulting in under reimbursement to employees or forcing the employee to override the app. ...
I need help understanding and creating a relevant cash flow statement. SAGE 300 doesn't have one out of the box and the types of projects we do (Cost Plus) make projecting difficult and I never seem to know where I am. Anyone have availability to train me on what I need to be watching and implementing on a monthly go forward? ------------------------------ Robyn Smith Controller Hodgdon Group Colton CA (951) 906-8211 ------------------------ ...
I'll second Justin's experience. It really was a pretty smooth transition that only took a week or so. Making sure we had the right version of Citrix is the only real challenge we occasionally ran into. But that hasn't been for a year or two at this point. Good luck. ------------------------------ Jake Williamson CPA Chief Financial Officer T.W. Clark Construction Spokane Valley WA (509) 228-3111 ------------------------------
Following! We are on CE and have not moved to the Cloud yet so curious to see what others have to say about it. ------------------------------ Ashley Guerin CPA Controller Trade Construction Company Zachary LA (225) 654-7741 ------------------------------
Hi Steve, Just curious, how far ahead of your annual renewal is this? Does the timing coincide? Our renewal is in October and I haven't seen any emails regarding this. ------------------------------ Yvette Aubin CCIFP, CPA, CMA, CGMA CFO Ebsary Foundation Company Miami FL (305) 325-0530 ------------------------------
Steve, We moved to CE cloud about 4 years ago. It was a pretty seamless transition. The biggest hiccups that we have experienced are with the Citrix interface used to access the cloud platform. I am happy to share more if you are interested. Thanks, JZ ------------------------------ Justin Zylstra Chief Executive Officer Gabe's Construction Co., Inc. Sheboygan WI (920) 889-0057 ------------------------------
I am currently using Fireflies. It was a little annoying every time it tried to add itself to every meeting, but they have a new desktop app that I am using that captures in the background. I also us it on my phone and ipad for in person meetings. It helps me stay active and engaged without having to worry about capturing hand written notes. ------------------------------ Justin Zylstra Chief Executive Officer Gabe's Construction Co., Inc. ...
I use Read AI and have been very happy with it's processes. Gives me great information. ------------------------------ Christopher Stone President Hyde-Stone Mechanical Contractors, Inc. Watertown NY (315) 755-2266 ------------------------------
Hi Isaac, I did the research and went with Miter (live date 01/01/2026). I'd recommend you give yourself 12 weeks for implementation and have a team to help you with it. Miter has good support. No software is perfect, and implementation will be the key to build the workflows in the system. I found Miter to be easy to work with, responsive and very easy to navigate. One thing to be prepared for is set up guides and train your team yourself. While ...
Thanks Varun. If you have some recommended contractors who have successfully built out and are using an HCM / HRIS module with the features intended, I would appreciate an intro. Thanks Tony ------------------------------ Anthony Hamilton President EHC, Inc. Fort Myers FL (239) 707-3724 ------------------------------
Anthony, this is a common challenge I hear from contractors your size, and I'd second the recommendation to evaluate construction-specific platforms. General HCM platforms aren't built around how construction teams actually operate, and that's usually where the setup complexity and workarounds come from. Construction-specific platforms should have the time capture, payroll processing, HR tools, and ERP integrations you're looking for already baked ...
Glen and Community, This is a great way to frame it, especially the emphasis on discipline over format. I see the same pattern-AI can help organize inputs and reduce manual effort, but it won't fix a WIP process that lacks clear ownership of assumptions, cost‑to‑complete updates, or how over/under billings are interpreted. When those fundamentals aren't in place, as you mentioned, meetings naturally turn into reporting instead of decision‑making, ...
Curious what AI meeting notetakers people here are actually using in practice. We're currently using Fireflies.ai and evaluating whether to double down or explore alternatives that better support our workflows. Goal is to reliably capture meetings, summarize key points, and push action items into downstream systems (CRM, Slack, etc.). A few we've come across so far: Otter.ai Fathom tl;dv / Grain For those using one ...
I'm looking for feedback from anyone who has used both Motus and either Cardata or Autoreimburse.com to manage an IRS-compliant FAVR program. How would you compare each product from an Administrative, Cost and User interface standpoint? ------------------------------ Brian Peterson Marcus Construction Co., Inc. Willmar MN (320) 441-2153 ------------------------------
James, Rhiannon, and others, Adding my thoughts to this conversation. My take: AI can help organize inputs, but it won't fix a WIP process that is not meeting the organization's needs. Where many companies struggle isn't the format, it's discipline: Cost-to-complete isn't consistently updated Over/under billings get misinterpreted or is not managed properly Meetings turn into reporting instead of decision-making ...
I have received an email from ComputerEase that they are phasing out the Premise based program and moving everyone to the Cloud based program. For my company this will have to occur by 12/1/2026. Has anyone gone through this process already? What was your experience like and what should I be concerned about? Thank you for any insight you can offer. ------------------------------ Steve Walters, CCIFP Controller/HR Hankins Construction Co. ...
Hi Glen, I would also like to see it. Thank you, ------------------------------ Brian Ciriello Controller Strictly Mechanical Inc. Conyers GA (954) 294-5874 ------------------------------
Hi Chris, Something I've seen another company do is to accrue the expected credit to a phase code/cost code on the job called "pre-funding" or something similar. This way the job cost isn't artificially overstated, and the line item is called out clearly in the project budget so it's not forgotten about. The same cost code can be used for anticipating a payment from insurance, for example, where you may have costs hitting a job that you know insurance ...
Has anyone had to deal with Direct Vendor Payments in CMIC? You get a deductive CO out of contract for DVP materials (both contract price and costs). You have to forecast costs at completion. You then have to pay a vendor for the materials upfront when manufactured. Then, the owner actually pays the vendor and they issue you a credit later. It really messes up my WIP report. JTD way higher than projected until credits come in. Looking for ...
This is an area where we are trying to identify a better workflow and streamline the process. Our team met with GC Pay a while back and indicated after that meeting that it wasn't capable of handling the lien waiver process...so I'm curious what steps you are taking to use GC Pay and how it's being setup for you. Would you mind sharing the details? ------------------------------ Katie McBride Director of Accounting and Finance Quiring General, LLC ...
Hi Tammi - yes to both! I'm the product manager who built our LMS and I love getting questions like these. Miter Learning includes: Pre-built, OSHA-compliant safety courses (via our ClickSafety partnership) -- no extra logins needed Tools to build your own in-house training using guides, videos, PDFs, live events, and SCORM uploads Automatic certification tracking with expiration reminders Everything runs through the same Miter login your ...
Issue resolved James. Thanks for your patience. ------------------------------ Adileh Mountain Founder & Principal Advisor Strat Scale Advisory Murrieta CA (832) 405-0120 ------------------------------
I'd love to see it, thank you, Glen! 🤠 ------------------------------ Rhiannon Pettit VP Finance & Accounting Elton R Construction Boulder CO (303) 587-3614 rhiannon@eltonrconstruction.com ------------------------------ ...
I have received an email from ComputerEase that they are phasing out the Premise based program and moving everyone to the Cloud based program. For my company this will have to occur by 12/1/2026. Has anyone gone through this process already? What was your experience like and what should I be concerned about? Thank you for any insight you can offer. ------------------------------ Steve Walters, CCIFP Controller/HR Hankins Construction Co. St. ...
I'm sorry but I'm having an issue registering as well. James Solano A. Pickett Construction, Inc. / Pickett Facilities Maintenance 128 West Vaughn Street Kingston, PA 18704 570-283-2057 office 570-905-2373 mobile jamessolano@apickett.com ------------------------------ James Solano A. Pickett Construction, Inc. Kingston PA (570) 283-2057 ------------------------------