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 ------------------------------
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The requirements for county and/or business tax licenses has been challenging to understand and even more difficult to push down the requirements from our vendor/subcontractors. How does everyone track compliance for their subcontractors and their business tax licenses? ------------------------------ Gloria Thornsbury Controller Hardaway Construction Corp. Nashville TN (954) 993-8551 ------------------------------
Hello! Who is using COI Compliance Tracking Software and what platforms do you recommend? ------------------------------ Tracy Harrington Cafco Construction Management, Inc. Boston MA tharrington@cafcoconstruction.com ------------------------------
Hi Nicole Your instinct on standard QuickBooks is right. For union fabrication and installation at your volume, QBO's native job costing and payroll infrastructure wasn't built for that complexity - and no amount of recent updates changes that fundamental architecture. Where the conversation gets more interesting is Intuit Enterprise Suite. It's a materially different product than QBO - it's built for higher-complexity operations with significantly ...
I have experience with both QBO and QBD, specifically QB Enterprise Solutions for contractors. We've been using it for 20+ years for all aspects including payroll. We were to the point we'd outgrown the file size and had payroll issues so we looked at other options, specifically Sage 300 and Inntact. We ultimately decided to stay with QB. Since we were at capacity, we ported all of our customers/jobs over to a new QB file and started fresh in ...
Todd, Send me an email, SKOVECSI@RYANFP.COM, or give me a call 463-272-9064. We are currently on Service Trade and also use Viewpoint and would love to share our experiences. Thanks Steve Kovecsi ------------------------------ Steve Kovecsi III Controller Ryan Fireprotection, Inc. Noblesville IN (317) 750-6980 ------------------------------
We’ve been having more conversations lately with construction firms about cybersecurity and it’s clearly becoming more of an operational issue, not just IT. Between distributed teams, shared plans, and increasing security requirements from owners and partners, there are a lot more exposure points than there used to be. We’re seeing real risk around things like ransomware hitting design files or even change order fraud coming through compromised ...
I have not used Transfer All Data (TAD), but the developer is excellent and helped implement Vista when I first started using it several years ago. He also imported our multi-level sales/use tax data, so I know it can be done. Having seen TAD in use and know the developer, I would highly recommend it. ------------------------------ Claire Belisle Hapeville GA (404) 443-4105 ------------------------------
Hi Dylan, We switched to Paylocity in January of 2024. While the software is adequate, the service is lacking. We had some severe problems with the set up of our account including tax rate (wrong percentage entered resulting in an extra payment), deductions codes (set up as post tax instead of pre tax) and PTO accrual rates (just plain incorrect). It took a great deal of effort to get them to correct all the errors, some of which we didn't find ...
Nicole, I have used both Sage 300 CRE and QB/QBO for my construction clients. My smaller clients use QBO and I moved all of them from QB Desktop to QBO for ease of use, however, most of them use a trade specific front end software that feeds into QBO for job costing and billing. My larger more sophisticated clients use Sage 300 CRE, and those that want to move to the cloud I am recommending Sage Inntact, I would not move them to QBO as they would ...
Brent, Take a look at Transfer all Data to allow updates in Excel and push the changes back into Vista. ------------------------------ Kevin Halme CCIFP, MBA Constructive Tech + Finance Solutions www.consttech.solutions Delano, MN (320) 626-6200 ------------------------------
Hello, We are now operating in our second state and need to enter new tax codes, as well as maintain tax code rate changes as they occur. Ideally, we would like to manage these updates through an upload/import process in Vista. I am curious whether other Vista users have a process for importing new tax codes and updated tax rates. If so, would you be willing to share how you accomplish this? We are running into challenges because our tax ...
Paylocity is generally a good technology and integrates well with with other platforms that our Contractor clients use, such as Employee Navigator, with a single sign on. That said, it depends on the complexity of your structure, and how it will interface with your accounting software. Happy to provide more insight if you would like. ------------------------------ Stephanie Waldrop Ceo & Principal Consultant EBI Phoenix AZ (602) 800-5075 ---- ...
Good morning, We are a construction finishing subcontractor currently use Sage 300 CR ERP as our inhouse system. Our (smaller, drop ship only) sister company currently uses QuickBooks and the question of switching over our system to QuickBooks has been raised for it's ease of use. I'm not against it, however in my experience - QB is not a robust enough system for our volume and level of detail needed. We provide union fabrication, furnishing, and ...
Todd - It's been a while since we worked together at Anterra! We have a large MEP contractor here in Texas on Service Trade & Sage 300. What ERP are you looking at as each ERP integration has different levels of integration. Call/Text anytime: Mbritt@anterratech.com 512-921-2282 ------------------------------ Maggie Britt Head of Growth Anterra Technology Marble Falls TX (512) 921-2282 ------------------------------
Happy to connect. We are in Div 8 and Div 5. - angelan@ktfab.com ------------------------------ Angela Norpel, CFO KT Fabrication Inc. Mesa AZ (480) 497-3140 ------------------------------
Jennifer, One item I would make sure to pressure-test with any provider is not just whether they "handle prevailing wage," but whether they can handle the different rules that may apply by project, funding source, jurisdiction, and employee/classification. As a California contractor, you will want to see how the system handles field time capture feeding payroll where you may have California daily OT/double-time rules, weekly OT, public works/prevailing ...
Hey Mark, awesome to see you are implementing hh2 on the payroll side, we highly recommend them as they know Sage 300CRE as good as we do! @David Joyce - @Kathryn Hall has also been a client with hh2 on the AP side and currently has their invoices integrated into our Construction BI Finance dashboards as PM's appreciate the ability to submit their forecast and view their invoices all in one place. About 60 days ago Kathryn and her team at DL Bandy ...
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We are considering Paylocity as a payroll provider. Can someone tell me their experience with them? What are other companies using for payroll? ------------------------------ Dylan Manning Controller Granite Excavation Eagle ID (208) 406-9366 ------------------------------
Hi Stephanie, thanks for the response! We wouldn't be using the payroll module, but I would still be interested in hearing your overall thoughts on CMiC. Would you mind a quick call sometime? I would appreciate hearing about your experience and more details on the clean-up and versatility. Thanks! ------------------------------ Chanyn Wise CONTROLLER Ebco General Contractor, Ltd Cameron TX ------------------------------
Hi Linda, We're currently evaluating Sage HCM and I was curious how the implementation has been going for your team so far. I'd love to hear about your experience and any feedback you might have. Thank you! ------------------------------ Veronica Link Director of Finance Maryl Group Construction Inc. Honolulu HI (808) 397-0597 ------------------------------
Same! We're looking into this as well. We went live with CMiC May of 2025 and are usuing actual rates which causes a lot of manul moves after the fact to ensure people aren't seeing too much. We just started looking into charge rates. ------------------------------ Stephanie Keller Director of Payroll Keeley Construction Saint Louis MO skeller@keeleyconstruction.com ------------------------------
Hey Chanyn. I am the Payroll Director with Keeley Construction in St. Louis. We went live with CMiC in May of 2025. Feel free to reach out if you'd like any payroll insight. We had Sage before and I personally like CMiC a lot. Still need a lot of clean-up but the versatility of it is pretty handy. ------------------------------ Stephanie Keller Director of Payroll Keeley Construction Saint Louis MO skeller@keeleyconstruction.com ----------- ...
I would like to connect - Div 9, here :-) ------------------------------ Annie Newton Fractional Controller ProfitWorks Walla Walla WA (509) 629-2295 ------------------------------
Varun! I am so happy about this I did not see that in any of the updates!!!! ------------------------------ Judy Marasco Assistant Controller W.J. O'Neil Livonia MI (734) 266-3326 ------------------------------
Hi Judy, Varun here from the product team at Miter. Thanks for the thoughtful writeup, and really glad to hear onboarding, time tracking, and certified payroll are working well for your team. Good news on the Amex piece: earlier this year we rolled out support for commercial and corporate Amex programs, including Green Cards, so expense tracking can now live in Miter alongside everything else. The PM who owns this area will reach out to help you ...
Greg, that is consistent with my conversations with Trimble. Vista and Spectrum are the flagship ERPs. One of the hardest things about switching to a new ERP is that the business doesn't stop, and projects in progress make a simple cutover impossible. Here is how I approach it, mileage may vary for anyone in this situation: First, start daily or hourly automatic data extractions into a data warehouse from the old ERP. This becomes a data store ...
Hi, We also are using Miter and have been on it for about 8 months, we have been very pleased with the transition. ------------------------------ Nick Hanson CFO Sheedy Drayage Co. - San Francisco, CA San Francisco CA (925) 922-4185 ------------------------------
Hi Jennifer! Several of my clients switched over to the TRAYD platform and are super please with everything they offer. They specialize in prevailing wage and certified payroll. If you'd like I would be happy to connect you to the CEO and Founder. Feel free to shoot me an e-mail and I can connect you and Anna. astill@connerstrong.com ------------------------------ Andrew Still CPA Vice President Conner Strong & Buckelew astill@connerstrong.com (856) ...
We've been integrating HH2 into our Sage 300 CRE for quite a while. Our experience has been over all positive. We use HH2 for time entry and to manage the timesheet review and approval process. That is then exported and payroll is "run" through Sage. I still manually go in process each employee's paycheck in Sage. But really that's just to make sure I get reimbursements, auto allowances, etc. entered. I'm not worrying so much about time approval ...
Hi Greg, We do Div 9 & 10. Happy to chat. ------------------------------ Byron Robbins CFO Ascent Contracting, LLC Blue Ash OH (513) 446-1006 b.robbins@theascentteam.com ------------------------------
David, We use Sage 300 CRE and have had hh2 for some time now for their time tracking and AP workflow modules. They both work very well and integrate with Sage. hh2 recently rolled out Payroll and HCM modules that we are currently in the process of implementing. Happy to discuss further. ------------------------------ Mark Hoffman CFO Crain Construction Inc. Nashville TN (615) 497-3065 mhoffman@crainconstructioninc.com ----------- ...
We have been using Miter since March 2026 and have been thrilled with their understanding and capabilities to run construction payroll. Huge fans! ------------------------------ Will Coburn Director of Accounting Excel Services Louuisville KY (502) 790-4927 ------------------------------
Good morning, all. I'm hoping to connect with someone from another mechanical services contractor using ServiceTrade (along with their related solution, Parts Manager) for field ops (dispatch, work orders, time entry, PO's & receiving, project management, etc.) to discuss both how well the system is working for your operations team and also how you've integrated it with your financial system. In addition to service work, we also perform a significant ...
We are in the space - happy to connect. Jbaumgardner@guthrieglass.com ------------------------------ James Baumgardner CPA Guthrie Glass Egg Harbor Township NJ (609) 484-8133 ------------------------------
Hello, We have used Miter for our payroll since July of 2024 we have been very happy with them. Certified Payroll -We also use certified payroll and do prevailing wage jobs and Miter supports everything we have needed to date, we currently do work in 5 states and we have not had any problems with reporting. Field Friendly-Our field guys took to this right away we have about 250-300 on an average and they have multiple ways to report payroll ...
Our company currently uses Sage 300 CRE. We are looking for ways to streamline our payroll/time entry and possibly add in some project management functionality for job cost drill down and projected cost over time. HH2 seems like it would integrate with Sage 300 well and fit our needs, but I am curious to hear about other's experiences with the software and implementation, usage, etc. Of particular concern is how the software works with union shops ...
Hi all, Hoping to tap into the group's collective wisdom on payroll providers - specifically for a large GC environment. We're a California general contractor in the public works sector and self-perform a significant portion of our work, so certified payroll and prevailing wage compliance are non-negotiables for us. Beyond that, we're looking to move away from a patchwork of systems and consolidate onto a single platform that can serve as our ...
We are hoping to find local consultants to get us started on our quest for a new commercial construction ERP. We would prefer a consultant that is not tied to one specific software , but that could really hear our business needs and help us select which system would work best for all of our business arms. If you have worked with or know of a consultant that you would recommend, I would appreciate your feedback. -not tied to a software - preferably ...
Hi everyone, I would like to connect with other financial professionals in the scopes our company is in (Div 8 (Glass & Glazing), Div 8 (Doors & Hardware), Div 9, Div 10, Div 12). If you are in these scopes, please drop a note. Thanks, Greg ------------------------------ Greg Boden CFO Midwest D-Vision Solutions Salt Lake City UT (801) 505-4291 ------------------------------
We are in the same situation. After being told by our sales rep that ProContractor would have a 25% price increase in 2026 and another 25% increase to move to the cloud, we made the decision to move to an alternative ERP. At the annual conference this week, I pulled the Trimble Head of Product aside and explained the situation. It's a hard 'no' on the perpetual license. I think they are trying to decommission PC and push everyone to Vista or Spectrum. ...
Our experience with this type of integration is AppXChange (or any other Spectrum integration) should never update the Original Estimate on a cost code/phase code unless that information is explicitly maintained outside of Spectrum. It should be a simple mapping change that would prevent this from ever happing again - to anyone. As a long-time partner/integrator with Spectrum, I'm happy to run this up the flag pole to my Spectrum contacts ...
Hi everyone! Washington Saves (the new state mandated retirement program) is here and most construction companies I talk with haven't heard about it yet so I'm spreading the word. Starting July 1, 2027 , most employers who've been operating for at least two years and don't already offer a qualifying retirement plan will be required to either enroll their team in the state's auto-IRA program (Washington Saves) or offer a company plan that meets the ...
Chris - appreciate you continuing to share your feedback about this integration with the market and sorry to hear it's been such a challenge. I can't speak to direct experience with ProjectSight, but we connect Procore and Autodesk Build (now Forma) to Spectrum for many customers without these types of serious hiccups. If your team ever considers a switch, would be happy to get you connected to one of our customers. ------------------------------ ...
Came across this thread coincidentally while at the Sage TUG conference this week where they shared information about Sage's AI capabilities that are currently under development. Great to hear that there's a conversation going on this, and it's exciting to see that you guys are interested in using AI for some of the more manual financial workflows. We're actively having these conversations with our own customers (especially with the accounting teams ...
Cristal, We have helped some clients in this situation and we are in the Pacific Northwest area. Please feel free to reach out to discuss what this type of project involves. ------------------------------ Tom Cobb,Founder TC Business Solutions Oak Harbor WA (206) 276-7811 ------------------------------
Hi Lindsy, I run into this quite a bit. A lot of my work has been building interfaces between these layers. One thing I've found is there's usually more to it than just connecting systems. How tight and well-defined the process is around those tools tends to make a big difference. When that part is clear, it's a lot easier to see where the gaps actually are and what's needed to bridge them. And it's not always a technology fix-sometimes it's ...
Pamela, We are a boutique consulting shop that specializes in integrations and custom reporting for Spectrum users. Spectrum has certified reports built into their payroll module. The reports are built for union shops, so if you are a non-union shop but have certified reporting requirements, you will typically have to build custom reports or data extracts in order to identify the various benefit codes and calculations needed to produce ...