Rob Scherer Presents at the ASA

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Rob Scherer, President of Plumb, Presents at the ASA – San Diego Chapter

Rob Scherer

Seven Tasks for your Year-End Accounting Review

Rob Scherer, President of Plumb, will share his financial expertise with seven tasks and strategies that any construction-related organization can use in their financial planning and accounting for year-end.  This presentation will help building industry executives and finance professionals become more familiar with best practices and procedures for their year-end accounting review.  Participants will receive a revenue forecast worksheet to help with budgeting for the New Year and  a year-end checklist to guide them through action items to close accounting books and more.

Topics:

  • Tax Planning
  • Budgeting
  • Banking Relationships
  • Collections
  • Close your Books
  • Bonding Planning
  • Software System Updates

Target Audience:

Owners, CFOs, Controllers, Accounting Managers, Senior Accountants, Staff Accountants, Finance Professionals.

Date:   Tuesday, November 18, 2014

Place:  The Butcher Shop

Time:  1:30 Registration

Presentation:  2:00 – 3:30PM

Networking:  3:30 with hosted bar and hors d’oeuvres

Register:  $55 member; $80 non-member

rob scherer

About Plumb:

As another year-end approaches, it is time to close out the old, breakthrough limitations and celebrate upcoming growth! Plumb works with companies to help guide them through year-end accounting clean up and preparations. Drawing on years of experience in a wide range of industries, Plumb offers outsourced accounting with services including:

  • Audit preparation
  • Interim Controller and/or staff accountants for year-end projects
  • Account analyses & reconciliations
  • Research & consultation on internal accounting issues
  • Internal financial statement preparation
  • Accounting software reporting, review and upgrades
  • Streamlining accounting setup for the New Year

Contact TAG for more information regarding Seven Tasks with your Year-End Construction Accounting Review.