How to Plan Your Business Year-End with 7 Easy Tasks

construction planning

7 Tasks for Business Year-End Review

Robert Scherer, President of Plumb, an outsourced accounting firm, working with hundreds of construction business clients, will be the featured speaker at the CFMA Inland Empire September luncheon.

Members and guests can sign up to attend and gain valuable insights into closing business year-end.  If you are in the construction industry or real estate development, these tasks will help you properly close your books and plan for the new year.  See more info

CFMA Inland Empirebusiness year-end

Thursday, September 13, 2018

11:45 AM – 1:30 PM (PST)

Boudreau Pipeline – 463 N Smith Ave, Corona, CA 92880

$15 CFMA member; $20 non-member


Business Year-End Planning Includes:

  1. Tax planning
  2. Budget for the new year
  3. Banking relationship
  4. Collections review
  5. Close your books
  6. Bonding relationship
  7. Software system review

About Plumb:

In business since 1996, Plumb has been providing fractional accounting services to contractors and developers in Southern California and across the United States. As a Sage business partner, Plumb sells and implements Sage construction accounting software and helps contractors set up their accounting system for business year-end success.  Plumb can work on-site at your office or remotely through cloud-based technology to provide:


business year-endRobert Scherer is the Founder and President of Plumb. He has more than 25 years of business and financial experience planning and managing complex programs for clients in the construction industry. He has worked with start-up companies and multimillion dollar firms.

Scherer is a former President of the San Diego chapter of CFMA. His expertise in the construction and real estate development industry has resulting in over 100 national speaking engagements.

View video of an interview with Rob Scherer.

If you cannot attend the CFMA presentation in the Inland Empire, but would like more information regarding business year-end tasks and how to be prepared for the new year, please contact Plumb for help.

Contact Plumb

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