SMA Consulting

Financial Management Workshop

SMA iNHSS Summit

February 2-3 & August 10-11, 2017
Orlando, FL

8:30AM - 5:00PM Thursday
8:30AM - 3:00PM Friday

Starting in 2017 workshop binders will be delivered as PDF files to attendees. Be sure to bring your laptop, tablet or other device with you to follow along with the presentation. If a physical binder is required please see the sign up sheet to order one (charges apply).

In this financial management workshop for company bookkeepers, controllers and company owners & managers, we will spend two intense and interactive days on the following agenda:

  1. Margin vs. markup and pricing formulas for profitability
  2. The NAHB Homebuilder Chart of Accounts
  3. QuickBooks vs. other available homebuilder specific computer systems
  4. Income recognition methods for homebuilders
  5. How to avoid expense allocations
  6. Booking lot purchases, loan set ups and home closings.  
  7. Why to keep land activity in a separate entity/division as much as possible.
  8. Common month end and year end journal entries
  9. The best hard copy and electronic filing system for homebuilders
  10. Financial reporting – a set of reports and schedule checklist to follow.
  11. The timing of your month end financial statements
  12. Operational reporting – the Controllers Responsibility
  13. Eliminating the two biggest accounting nightmares for homebuilders
  14. Overview of annual budgeting process
  15. Pricing strategies for homebuilders and an…
  16. Overview of a closed loop PO system.

The SMA financial management experts will lead attendees through the basics of setting up and using a best practices homebuilder management accounting system.  

The session concludes with the topics of purchase order usage and budgeting. We limit attendees to 10 in this workshop to keep the presentation personal and the discussion centered on your needs as much as possible. This program is software neutral (although we do use QuickBooks as our example software). Whether you are an accounts payable manager or a CPA level controller we will reinforce the best practices of homebuilder management accounting.

See the accompanying registration form to register. Registration is limited to first 10 registrations. All workshops start at 8:30 AM each day and end at 3:00 PM on the last day of the program. SMA Inner Circle member price = $599 for first attendee, $399 for second from same company.  Both 2017 workshops are offered on Thursday & Friday.

Contact Info

6979 Kingspointe Parkway, Suite 11
Orlando, FL 32819

(407) 447-5209

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