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Helping remodelers bring order and reliability to their financials
ABOUT ME:
I started my career in this industry 13 years ago as the Operations Administrator for a successful construction company and Remodelers Advantage (RA) Roundtables member. After developing the systems and processes that provided a foundation for the company to grow, I decided to take what I had learned to help other remodelers who are in the same position we once were. I learned construction bookkeeping and the RA Way from the member side of things, which means I have real world experience in how remodeling companies actually function on the ground and I understand well the issues experienced by field crews and admin staff that can make consistency in data entry a challenge.
WHAT I KNOW HOW TO DO:
I can evaluate your financial processes and develop a system that moves you closer to your goals. I know how to find the best path to accurate and reliable WIP and P&L numbers, and I can teach you how to maintain a clean set of books & reports using RA-level standards and best practices.
QUESTIONS THAT I CAN HELP ANSWER:
- How do we integrate our Project Management software with QBO for job costing?
- How can we become more confident that our monthly Income Adjustments are correct?
- How should we be tracking Project Management, Design, and Non-Billable Field hours?
- Why is our Golden Triangle off?
- Why does it take us so long to compile all the numbers for our WIP?
- Why aren't we producing useful Estimate vs Actuals reports?
- How can we get our labor burden rate as accurate and up to date as possible?
- Are wages, taxes, and benefits being distributed to the right accounts in the P&L?
- How do we get our P&L structured and maintained in a way that allows us to trust it for making important business decisions?
MY APPROACH:
There is no system for financials that works the same for every remodeler out there. Every company has a different set of resources, tools, skills, and data that they have access to. I believe it's important to evaluate each remodeler's financial processes holistically and to work towards a phased-in solution that makes the most sense for the company. I base that solution on how your company truly operates and what your actual goals and limitations are. In other words, I don't try to get everyone I work with to use the same timekeeping app or invoicing process. What I do is look at the system you have and what you want it to do for you, then figure out how to accomplish that in the least disruptive way possible.
MY BACKGROUND
MY BACKGROUND
Construction Bookkeeping
Remodeling Operations Administration
Systems Analysis
User Guide & SOP Writing
PROGRAMS I KNOW
PROGRAMS I KNOW
Quickbooks Desktop
Quickbooks Online (QBO)
Buildertrend
JobTread
CoConstruct
ADP
Gusto
Tsheets/QB Time
MY AREAS OF EXPERTISE
MY AREAS OF EXPERTISE
Integrations with Quickbooks
Job Costing
Timekeeping
Expense Tracking
Bookkeeper Training & Onboarding
End of Month Close
Payroll Cost Distribution
Indirect Expenses
Indirect Allocation Rate
Field Labor Burden
Chart of Accounts
Products & Services/Items/Cost Codes
WIP Income Adjustment
Golden Triangle
Pre-Construction Process
Standard Operating Procedures (SOPs)
TESTIMONIALS
"I have worked with Tammy over the last year, my first with a new company. She not only has a strong knowledge of all things Quickbooks, Buildertrend, and accounting related, but she also was able to dive into the specific processes of my company to aid in my understanding of their systems. Tammy was always available for emails and phone calls when I ran into problems, and has also provided thorough SOP’s for various key aspects of our accounting needs. Having Tammy available throughout the last year was monumental in my ability in taking on this new role with ease and comfort."
-Emily, JM Construction
"Tammy has been essential to both my business and personal growth. Thanks to her coaching, I've begun to master QuickBooks and can maintain our financials with confidence. Her teaching approach, which focuses on understanding both 'how' and 'why,' makes the material clear and memorable. Tammy communicates effectively and even helps create SOPs for future use. As our business evolves, Tammy has adapted alongside us, and I look forward to continuing our collaboration for years to come "
-Monika, Hawker Construction
"I have learned so much from working with Tammy. She is very quick to respond to emails and quick to give guidance or to schedule a time to meet. She is always open to phone calls or zoom calls if needed. Her openness to our processes and reports has been something I have loved from the beginning. In the past I have worked with others who simply say this is not the RA way and we need to redo the way we do our financials, invoices and job costing reports. But Tammy is open, understanding and very complimentary to the reports/worksheets we use and goes out of her way to understand why this way works for us and helps me to understand and get the information needed to submit for RA meetings. She knows what she’s talking about! Tammy has been a valuable resource in helping us get our financials organized and as an ongoing mentor and coach. I love working with Tammy and would recommend her to anyone, not just those in the Remodelers Advantage community. "
-Andrea, Ironwood Construction
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