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Our Christmas Cards
Through The Years
AscendantVG's Company
Greeting Card,
Christmas, 2022
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Our 3-Part Conversion Solution:
Software, Structure and Staff
Using QuickBooks
Online®as the general ledger, we implement
powerful integrations
that rival the best ERP
systems available to General Contractors
and Homebuilders
By stacking QuickBooks Online® with QuickBooks Workforce® and then synchronizing that stack with either Procore® (for General Contractors) or Buildertrend® (for Homebuilders), we deliver alert, best-in-class accounting intelligence to the computers, phones and tablets of our General Contractor and Homebuilder clients (with additional options being available for integrating HR, IT, and training software).
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But, beyond software, we take the solution two (essential) steps further. First, we examine and (where necessary) develop appropriate structure for your accounting department. Because a powerful software solution is only as good as the conditions under which it is used. Policies, procedures, safeguards, reporting schedules, etc. And, second, we assess the talent and capabilities of your staff; as for this question, we can either support your back office or we can BE your back office.
More detail on each of the three parts of our solution follows:
Part 1: Stacked, Synchronized Software
QuickBooks Online®+ QuickBooks Workforce® + Procore® or Buildertrend®
QuickBooks Online®
The backbone of the stack is QBO. With this software properly deployed, and with A/R, A/P and Purchase Orders maintained correctly, the Profit and Loss by Job Dashboard, Detailed Profit and Loss by Job Screens, Time and Materials (materials, subs) and WIP reporting (materials, subs) comes alive.


Samples of the Profit and Loss by Job Dashboard (left) and the Profit and Loss by Job Detail (right) available in a properly set up and maintained version of QBO. Click on either image to magnify.
QuickBooks Workforce®
On the timekeeping side. QB Workforce synchronizes seamlessly with QBO; a project (job) or an item (cost code) created in QBO auto-populates into QBW in real time. Properly integrated and synchronized, and maintained correctly, with field staff punching in to both Job and Cost Code, labor budgeting and AVB reporting comes alive. Optional: by adding a third punch field (billiable Yes/No), Time and Materials (labor) and WIP reporting (labor) comes alive.



Samples of the Labor Budget by Job Dashboard (left) and the Labor Budget by Job Detail (right) available in a properly set up and maintained version of QB Time. Click on either image to magnify.
On the HR side, an employee set up in QB Workforce auto-populates into the time tracking system and into QBO for payroll. Times approved in QBW post to each individual job and, thus, its P&L, in QBO and also populate hours worked in QBO Payroll, which further automates the payment of all withholdings, including federal, state, FICA, FUTA and unemployment, as well as the reporting of worker's compensation by class code. Optional additional integrations include insurance benefits and 401(k) administration.


Samples of the Payroll Submission Dashboard (left) and the Worker's Compensation Detail (right) available in a properly set up and maintained version of QB Workforce. Click on either image to magnify.
Procore® (General Contractors) or Buildertrend® (Homebuilders)
Add a project management system into this stack and you have an integrated, synchronized system that rivals the best ERPs on the market. We're experts on both Procore®and Buildertrend®. Both of these systems contain functionality that can automate job estimating, subcontractor bidding, purchase order issuance, scheduling, customer communications, and a whole lot more.
Part 2: Finance Department Structure
Set Up - Policies - Procedures - Checklists - Safeguards -Reporting Schedules
Structure matters. Because a powerful software solution is only as good as the conditions under which it is used. We focus on the following issues and more:
How the Finance Department is Set Up
Here we examine and, where appropriate, make changes to how your Chart of Accounts is organized, how your Cost Codes are organized and how you create file numbers for your jobs. This last item might strike you as odd, that we would care how you determine and issue file numbers, but - believe it or not - this is one of the most important elements to properly setting up your department. Because, properly done, this will enable the rapid and accurate posting of expenses to each individual job.
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The Policies the Finance Department Follows
Here we examine and, where appropriate, implement or make changes to the policies the Finance Department operates under. A couple of examples: When does an independent contractor qualify to work as a 1099 contractor and when must he be paid through payroll? When does a pay stop take effect if an insurance certificate expires or does not correctly list you as additionally-insured? The list of questions we ask regarding policies totals more than 50, each and every one of which we can explain why a policy is necessary and what, in your case, it should look like.
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Procedures, Workflows, Checklists, Safeguards
Here we examine and, where appropriate, implement or make changes to the procedures, workflows, checklists and safeguards the Finance Department follows. A couple of examples: How are customer deposits accounted for? How are accounts payable processed and approved? What sort of a checklist does the department use to close the books each month? And how is the company protected against theft or embezzlement? The list of questions we ask regarding these matters totals, once again, more than 50, each and every one of which we can explain why a procedure, workflow, checklist or safeguard is necessary and what, in your case, it should look like.
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Reporting Schedules
Here we examine and, where appropriate, implement or make changes to the financial and managerial accounting reports you're receiving and the frequency of each. A couple of examples: Actual vs. Budget by Job Report (labor, materials, subs), Profit and Loss by Job Report, Labor Burden Calculations, Companywide Profit and Loss Report, Balance Sheet, Statement of Cash Flows. The list of available reports totals more than 30, each and every one of which distills information and presents its own critical picture of the operations of your business.
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The Final Deliverable
Our examination and review of the structure of your Finance Department is documented in a report that, following its completion, is intended to be used as the formally-adopted Policy and Procedure Manual for your Finance Department.​