San Diego Construction Financial Management Series

Plumb & AGC Present: San Diego Construction Financial Management Series

Plumb (The Accounting Group) works with San Diego construction firms, providing outsourced accounting services, including Controller-level financial statements, reports and part-time accounting help.   With over 20 years of experience in construction accounting best practices, Plumb hosts the San Diego construction financial management series with the Association of General Contractors. Both members and prospective members are able to attend these luncheons and receive key take-aways to take immediate action with their financial statements, accounting procedures and systems in order to help better manage the company.

Understanding Construction Financial Statements

Wednesday, September 27, 2017

Noon – 1:30PM (lunch included)

AGC members: $50 | Non-members: $75


You will learn how to review the Balance Sheet; Income Statement; Work-In-Progress Report and identify key performance indicators.  Begin to use the WIP report as a monthly management tool.

Job Costing & Accounting

Wednesday, October 25, 2017

Noon – 1:30PM (lunch included)

AGC members: $50 | Non-members: $75


Identify the keys to construction accounting and the importance of the A/P process, payroll processing and reconcile and review.  You will learn the different users who review construction financial statements and how it relates to banking, bonding and the executive management team.  Explain job costing as a way to assist in managing jobs with relevant contract activity.  Identify the keys to Job Costing – tracking key components, performance measurements, monitor results and make adjustments.

7 Tasks for your Year-End Construction Accounting Review

Wednesday, November 29, 2017

Noon – 1:30PM (lunch provided)

AGC members: $50 | non-members: $75


Best practices for year-end accounting review and receive a revenue forecast worksheet to help with budgeting into the new year.

  1. Tax planning
  2. Budgeting
  3. Banking relationships
  4. Collections
  5. Close your books
  6. Bonding planning
  7. Software systems upgrades and installations

The AGC of San Diego has been advocating for the construction industry since 1927.  The chapter reaches out to their members with monthly events that promote technology, education and training.  Pre-registration is required for the San Diego Construction Management Series.  These working lunch and learns will be held at the AGC – San Diego chapter building: 6212 Ferris Square.

To learn more about Plumb’s construction accounting services and construction software:

Contact Plumb San Diego

  • This field is for validation purposes and should be left unchanged.