7 Tasks for Business Year-End Review
Robert Scherer, President of Plumb, an outsourced accounting firm, working with hundreds of construction business clients, was the speaker at the CFMA Inland Empire luncheon.
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.
Business Year-End Planning Includes:
- Tax planning
- Budget for the new year
- Banking relationship
- Collections review
- Close your books
- Bonding relationship
- 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 as well as 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:
- Outsourced accounting
- Project clean-up work
- Accounting system upgrades
- Year-end financials
Robert 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.
