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Service Comparison Matrix
The Apparatus Construction Advantage Program™
Apparatus specializes in one thing and one thing only…transforming your bookkeeping from a “necessary evil” and source of confusion and chaos to a powerful tool that will allow you to rapidly grow a profitable contracting business. Review our plans below.
Program Level | Gold | Platinum | Platinum X |
---|---|---|---|
Typical Client Profile | |||
Typical Client Annual Revenue | $2M-$10M | $5M-$15M | $10M-$50M+ |
Typical Client Team Size | 3-10 | 7-20 | 10-75 |
Client Business Maturity | Growing | Established | Scaling |
Client Business Growth Trajectory | Substantial | Aggressive | Accelerated |
Program Investment | |||
Monthly Base Fee | $1,299.00/Month | $2,499.00/Month | $4,999.00/Month |
Revenue-Based Fee Addition | $500/Mo per $1M >$1M | $750/Mo per $1M>$1M | $1,000/Mo per $1M>$1M |
One-Time Implementation Fee | $3,000.00 | $5,000.00 | $10,000.00 |
1.) Construction Financial Foundation | Gold | Platinum | Platinum X |
A.) Client Onboarding | |||
Assignment of an Apparatus Account Team to Each Client | Standard | Standard | Expedited |
Full Onboarding via Apparatus' Stages® Process | Standard | Standard | Expedited |
Rapid Bookkeeping Handoff from Current to Apparatus | Standard | Standard | Expedited |
Structured Weekly Project Team Meetings for Each Client | Standard | Standard | Two Weekly Meetings |
B.) QBO® Configuration | |||
Quickbooks® Online Platform | QBO® Plus | QBO® Advanced | QBO® Enterprise(Contractor) |
Migration of Your File to Quickbooks® Online (QBO® ) | Via Intuit® Toolset | Via Intuit® Toolset | Via Intuit® Toolset |
Setup and Management of your QuickBooks® Online File | Standard Setup | Advanced Setup | Enterprise Configuration |
Advanced Configuration of Your QBO® File | Standard Features | Advanced Features | Enterprise Features |
C.) Chart of Accounts/Products & Services Setup | |||
Transition of your COA to the NAHB Chart of Accounts | Standard NAHB Setup | Custom NAHB Setup | Advanced NAHB Setup |
Optimization and Tuning of Your Chart of Accounts | Client Specific Tuning | Client Specific Tuning | Client Specific Tuning |
Restructuring of Your QBO® Products and Services List | Client Specific Tuning | Client Specific Tuning | Client Specific Tuning |
Establishment of A Multi-Entity Financial Architecture | Limited Support | Basic Support | Comprehensive Architecture |
D.) QBO® Data Entry and Cleanup | |||
Full Review and Assessment of Your QBO® System | Complete | Complete | Complete |
Comprehensive Entry of CPA-Generated AJE Transactions | Complete | Complete | Complete |
Full Catch-Up Bookkeeping for Prior Periods | Additional Fee | Additional Fee | Included |
Full QBO® Transaction Cleanup and Restructuring | Additional Fee | Additional Fee | Included |
Full QBO® File Separation for Multiple Companies | Additional Fee | Additional Fee | Included |
E.) Construction-Specific Controls and Procedures | |||
Design, Documentation and Management of All Workflows | Full PCA Playbook™ | Full PCA Playbook™ | Full PCA Playbook™ |
Organization and Archiving of Your Financial Records | Standard Filing | Enhanced Organization | Complete Digital Archive |
F.) Multi-Entity Management | |||
Setup and Maintenance of Business Entities | General Support | General Support | Full Management |
Construction of An Intercompany Transaction Framework | General Support | General Support | Full Management |
Management of Inter-Entity Transactions | General Support | General Support | Full Management |
Joint Venture Accounting | General Support | General Support | Full JV Management |
Consolidated Financial Reporting | General Support | General Support | Full Consolidated Reporting |
Entity Structure Optimization | General Support | General Support | Strategic Planning |
2.) Project Financial Management | Gold | Platinum | Platinum X |
A.) Project-Level Cost Tracking | |||
Entry of All Accounting Transactions | Standard Entry | Priority Processing | Expedited Processing |
Job Cost Accounting (Labor/Materia/SubCon/Equipment) | Detailed Tracking | Detailed Tracking | Comprehensive Tracking |
Financial Management of Change Orders | Standard Tracking | Detailed Tracking | Strategic Management |
B.) Project Budget and Profitability Analysis | |||
Analysis of Bid vs. Actual by Project | Standard Analysis | Detailed Analysis | Comprehensive Analysis |
Analysis of Month-End Variances | Standard Analysis | Detailed Analysis | Comprehensive Analysis |
Analysis of Project Profitability | Detailed Analysis | Comprehensive Analysis | Strategic Analysis |
Reporting of Contract Backlog | Standard Reports | Detailed Reports | Strategic Analysis |
3.) Construction Revenue Management | Gold | Platinum | Platinum X |
A.) Contract Setup and Management | |||
Contract Billing Setup and Management | Standard Setup | Standard Setup | Strategic Setup |
Revenue Recognition Model GAAP Compliance | Full GAAP Compliance | Full GAAP Compliance | Full GAAP Compliance |
B.) Billing Administration | |||
Progress Billing Calculations | Standard Support | Detailed Support | Strategic Support |
Management of Construction Loan Draws | Full Draw Package | Full Draw Package | Strategic Draw Management |
AIA G702/G703 Billing and Documentation | Full AIA Processing | Full AIA Processing | Full AIA Processing |
Retainage Tracking and Release | Standard Tracking | Detailed Tracking | Comprehensive Tracking |
C.) Accounts Receivable Management | |||
Creation of Invoices in your CMS for Fixed Cost Projects | Direct CMS Entry | Direct CMS Entry | Direct CMS Entry |
Creation of Invoices in your CMS for Cost Plus Projects | - | Direct CMS Entry | Direct CMS Entry |
Invoicing Your Customers via QBO® | QBO® Invoicing | QBO® Invoicing | QBO® Invoicing |
Recording All Customer Payments | Standard Recording | Priority Processing | Expedited Processing |
Reconciling Customer Statements | Detailed Reconciliation | Detailed Reconciliation | Detailed Reconciliation |
Accounts Receivable Aging Analysis | Standard Analysis | Detailed Analysis | Strategic Analysis |
Maintenance of Client Invoicing Spreadsheets | - | Support and Migration | Support and Migration |
D.) Revenue Recognition for Spec/Fix&Flip/Short Jobs | |||
Completed Contract Method Accounting | Full GAAP CCM Accounting | Full GAAP CCM Accounting | Full GAAP CCM Accounting |
E.) Revenue Recognition for Custom Homes/Remodels | |||
Percentage of Completion Accounting | Full GAAP POC Accounting | Full GAAP POC Accounting | Full GAAP POC Accounting |
4.) Construction Expense Management | Gold | Platinum | Platinum X |
A.) Accounts Payable Management | |||
Bill Entry and Processing | Standard Processing | Expedited Processing | Priority Processing |
Paying Your Bills via Digital Payment/ACH | Standard QBO® Processing | Expedited QBO® Processing | Priority QBO® Processing |
Paying Your Bills via Paper Checks | Standard QBO® Processing | Expedited QBO® Processing | Priority QBO® Processing |
Payment Scheduling and Cash Management | Standard Scheduling | Custom Scheduling | Strategic Scheduling |
Bill Approval Workflow Management via Adaptive.Build® | Custom Workflow | Custom Workflow | Custom Workflow |
Purchase Order Management | - | Enhanced PO Workflow | Strategic PO Management |
Maintenance of Client Cost Management Spreadsheets | - | Support and Migration | Support and Migration |
B.) Subcontractor Management | |||
Subcontractor Onboarding and Setup in QBO® | Standard Setup | Enhanced Setup | Strategic Setup |
Subcontractor Statement Reconciliation | Standard Processing | Standard Processing | Priority Processing |
Subcontractor Cost Control | Standard Tracking | Detailed Analysis | Strategic Analysis |
Subcontractor Performance Analysis | - | - | Performance Analytics |
C.) Insurance Certificate Compliance | |||
Insurance Certificate Tracking | - | Standard Tracking | Advanced Tracking |
Subcontractor Prequalification System | - | - | Complete System |
D.) Lien Waiver Administration | |||
Lien Waiver Management via Adapative.Build® | Standard Tracking | Standard Tracking | Standard Tracking |
E.) Vendor Management | |||
Vendor Onboarding and Setup in QBO® | Standard Setup | Enhanced Setup | Strategic Setup |
Vendor Statement Reconciliation | Full Reconciliation | Full Reconciliation | Full Reconciliation |
Vendor Dispute Resolution | - | Background Support | Priority Support |
Vendor Cost Control | - | - | Custom Payment Strategy |
Vendor Performance Analysis | - | - | Performance Analytics |
5.) Construction Payroll Management | Gold | Platinum | Platinum X |
A.) Construction Payroll Processing | |||
Payroll Service Provider | Client Choice | ADP® | ADP® |
Payroll Service Provider Payment Obligation | Client | Client | Client |
Payroll and HR Services Bundle/Level | Client Choice | Client Choice | Client Choice |
Payroll Service Migration/Switchover Suppport | Basic Migration Support | Full Migration Support | Full Migration Support |
Standard Weekly Payroll Processing | Client | Apparatus | Apparatus |
Federal/State/Local Payroll Tax Filing | Depending on Client Choice | Available via ADP® | Available via ADP® |
Direct Deposit for All Employees | Depending on Client Choice | Available via ADP® | Available via ADP® |
B.) Addiional Payroll Services | |||
Certified Payroll Processing | Depending on Client Choice | Available via ADP® | Available via ADP® |
Debit Card Deposit for Unbanked Employees | Depending on Client Choice | Available via ADP® | Available via ADP® |
Prevailing Wage Compliance | Depending on Client Choice | Available via ADP® | Available via ADP® |
Union Reporting and Compliance | Depending on Client Choice | Available via ADP® | Available via ADP® |
HR Services/Emp Handbooks/Onboarding | Depending on Client Choice | Available via ADP® | Available via ADP® |
Employee Portal for Employee Access to Benefits | Depending on Client Choice | Available via ADP® | Available via ADP® |
C.) Field Labor Cost Allocation | |||
Payroll Posting/Reconciliation/Allocation into QBO® | Full Allocation | Full Allocation | Full Allocation |
Labor Cost Tracking and Analysis | Standard Tracking | Detailed Analysis | Strategic Analysis |
Labor Utilization Analysis | - | Standard Analysis | Detailed Analysis |
Maintenance of Client Payroll Management Spreadsheets | - | Support and Migration | Support and Migration |
Labor Cost Forecasting | - | - | Strategic Forecasting |
D.) Employee Expense Management | |||
Employee Expense Report Processing | Standard Processing | Standard Processing | Enhanced Processing |
Employee Credit Card Management | Standard Reconciliation | Standard Reconciliation | Full Management |
Expense Policy Compliance Review | - | Standard Review | Comprehensive Review |
Expense Trend Analysis | - | - | Comprehensive Analysis |
6.) Cash Planning and Management | Gold | Platinum | Platinum X |
A.) Account Reconciliations | |||
Bank Account Reconciliations | Monthly | Monthly | Monthly |
Credit Card Reconciliations | Monthly | Monthly | Monthly |
Supplier Statement Reconciliations | Monthly | Monthly | Monthly |
B.) Cash Flow Planning | |||
Basic Cash Position Monitoring | Standard Monitoring | Detailed Monitoring | Comprehensive Monitoring |
Treasury Management | Monthly Analysis | Weekly Analysis | Weekly Analysis |
Short-Term Cash Forecasting | 30-Day Forecast | 30-Day Forecast | 90-Day Forecast |
13-Week Cash Flow Projections | - | - | Rolling 13-Week Forecast |
Cash Flow Scenario Planning | - | - | Multi-Scenario Analysis |
Strategic Cash Management | - | - | Comprehensive Strategy |
C.) Banking Relationship Management | |||
Banking Relationship Management | - | - | Full Management |
D.) Debt Structure Optimization | |||
Debt Structure Optimization | - | - | Comprehensive Strategy |
E.) Bonding Capacity Management | |||
Bonding Capacity Optimization | - | - | Strategic Management |
F.) Collections and Credit Management | |||
Past Due Notification Support | - | Standard Notifications | Custom Notifications |
Collections Process Support | - | Standard Support | Custom Process |
Customer Credit Analysis | - | - | Full Credit Assessment |
Custom Collection Strategy Development | - | - | Tailored Strategy |
Payment Trend Analysis | - | - | Comprehensive Analysis |
7.) Construction Technology Management | Gold | Platinum | Platinum X |
A.) Const Management System (CMS) Integration | |||
BuilderTrend® Integration with QuickBooks® Online | Standard Integration | Advanced Integration | Enterprise Integration |
JobTread® Integration with QuickBooks® Online | Standard Integration | Advanced Integration | Enterprise Integration |
CoConstruct® Integration with QuickBooks® Online | Standard Integration | Advanced Integration | Enterprise Integration |
ProCore® Integration with QuickBooks® Online | Standard Integration | Advanced Integration | Enterprise Integration |
Jobber® Integration with QuickBooks® Online | Standard Integration | Advanced Integration | Enterprise Integration |
Other CMS Integration with QuickBooks® Online | Standard Integration | Advanced Integration | Enterprise Integration |
Mobile Financial Access | Standard QBO® Access | Standard QBO® Access | Standard QBO® Access |
B.) Estimating System Integration | |||
Estimating Software Integration with QBO® | - | Standard Configuration | Standard Configuration |
Bid-to-Budget Conversion | - | Standard Configuration | Standard Configuration |
Estimate-to-Action Variance Analysis | - | Standard Configuration | Standard Configuration |
Cost Code Alignment: Estimation to Accounting | - | Standard Configuration | Standard Configuration |
C.) Accounting Workflow Automation | |||
Subscription to Adaptive.Build | Apparatus Provided | Apparatus Provided | Apparatus Provided |
Integration of Adaptive.Build with QBO® | Apparatus Provided | Apparatus Provided | Apparatus Provided |
Unique Client Email for Emailing Docs to Apparatus | Via Adaptive.Build | Via Adaptive.Build | Via Adaptive.Build |
Karbon® Accounting Client Management Toolset | All Clients | All Clients | All Clients |
Dropbox® Document Management System | - | Standard System | Enterprise System |
Dropbox® Cloud Storage Automation | - | Standard Process | Enhanced Process |
D.) Construction Technology Roadmap | |||
Construction Technology Roadmap | General Support | Tech Stack Guidance | Strategic Tech Planning |
Systems Architecture Planning | - | General Support | Strategic IT Roadmap |
Custom Integration Development | - | - | Custom API Development |
8.) Construction Financial Reporting | Gold | Platinum | Platinum X |
A.) Month-End Close Process | |||
Month-End Close Procedures | Standard Close | Standard Close | Priority Close |
Close Process Timeline | 15 Days | 15 Days | 10 Days |
Construction-Specific Adjustments | Full Adjustments | Full Adjustments | Full Adjustments |
B.) Weekly Report Package | |||
Profit and Loss Statement | Standard Drafts | Detailed Drafts | Comprehensive Package |
Balance Sheet | Standard Drafts | Detailed Drafts | Comprehensive Package |
Job Cost Reports | Standard Reports | Detailed Reports | Comprehensive Reports |
Work-in-Progress (WIP) Reports | Standard Reports | Detailed Reports | Strategic Analysis |
Overhead Allocation Methodologies | - | Standard Allocation | Advanced Methodologies |
Contract Backlog Reporting | - | Standard Reports | Detailed Analysis |
C.) Additional Financial Reporting | |||
Monthly Financial Package | Standard Package | Detailed Package | Executive Package |
Quarterly Financial Analysis | Standard Analysis | Detailed Analysis | Comprehensive Analysis |
Year-End Financial Package | Standard Package | Enhanced Package | Executive Package |
Custom Financial Reporting | Custom Reports | Expanded Custom Reports | Executive Custom Reporting |
9.) Compliance and Risk Management | Gold | Platinum | Platinum X |
A.) Construction Tax Planning and Compliance | |||
Printing/Mailing/Filing IRS Forms 1099 and 1096 | Standard Filing | Standard Filing | Priority Filing |
CPA Tax Planning Support | Standard Support | Enhanced Support | Strategic Partnership |
B.) GL Insurance and Worker's Comp Audit Preparation | |||
GL Insurance Compliance Audit Preparation | Full Audit Support | Full Audit Support | Full Audit Support |
Worker's Comp Compliance Audit Preparation | Full Audit Support | Full Audit Support | Full Audit Support |
C.) Regulatory Compliance | |||
Sales and Use Tax Management | Standard Management | Standard Management | Advanced Management |
Workers Comp Reporting | Standard Reporting | Standard Reporting | Strategic Management |
Business License Tracking | - | Standard Tracking | Enhanced Tracking |
Regulatory Change Management | - | - | Proactive Updates |
D.) Financial Risk Mitigation | |||
Financial Risk Assessment | General Guidance | Enhanced Guidance | Comprehensive Assessment |
Contract Review Support | - | - | Financial Terms Review |
Enterprise Risk Framework | - | - | Complete Risk Strategy |
E.) Insurance Requirements Management | |||
Insurance Certificate Tracking | - | Standard Tracking | Enhanced Tracking |
Worker's Comp Tracking | - | Standard Tracking | Enhanced Tracking |
Subcontractor Insurance Certificate Tracking | - | Standard Tracking | Enhanced Tracking |
Subcontractor Worker's Comp Tracking | - | Standard Tracking | Enhanced Tracking |
10.) Construction CFO Services | Gold | Platinum | Platinum X |
A.) Key Performance Indicators | |||
Construction Industry KPI Tracking | Basic KPIs | Detailed KPIs | Comprehensive KPIs |
Performance Benchmarking | Basic KPIs | Industry Standards | Custom Benchmarking |
Profitability Trend Analysis | Standard Analysis | Standard Analysis | Detailed Analysis |
Financial Dashboard Development | - | Standard Dashboard | Executive Dashboard |
Custom Analytics Development | - | - | Full Analytics Suite |
B.) Support for Construction Coaching Clients | |||
APB Clients - KPI Workbooks Support | Full APB KPI Workbook Entries | Full APB KPI Workbook Entries | Full APB KPI Workbook Entries |
BTA Clients - Management Workbooks Support | Full BTA Workbook Entries | Full BTA Workbook Entries | Full BTA Workbook Entries |
Remodeler's Advantage Clients - General Workbooks Support | Full RA Workbook Entries | Full RA Workbook Entries | Full RA Workbook Entries |
Other Coaching Programs - Workbook Support | Full Workbook Entries | Full Workbook Entries | Full Workbook Entries |
C.) Profitability Enhancement Planning | |||
Financial Performance Review | Monthly Review | Monthly Strategic Review | Executive Strategy Session |
Bid vs. Actual Analysis | Standard Analysis | Standard Analysis | Detailed Analysis |
Profitability Enhancement Planning | - | General Guidance | Custom Strategy |
D.) Growth and Scaling Strategy | |||
Growth and Scaling Strategy | General Guidance | General Guidance | Comprehensive Strategy |
Financial Goal Setting and Tracking | - | General Guidance | Custom KPI Framework |
Expansion Financial Planning | - | General Guidance | Full Expansion Roadmap |
E.) Equipment Investment Analysis | |||
Equipment Utilization Analysis | - | Standard Analysis | Detailed Analysis |
Lease vs. Buy Analysis | - | Standard Analysis | Strategic Analysis |
Equipment Replacement Planning | - | Standard Analysis | Lifecycle Management |
Equipment Financing Optimization | - | - | Strategic Planning |
F.) Strategic Planning | |||
Annual Budget Development | Basic Support | Standard Budget | Strategic Budget |
Financial Forecasting | - | Short-Term Forecast | Comprehensive Forecast |
Scenario Planning | - | - | Multi-Scenario Analysis |
Strategic Business Planning | - | - | Full Planning Process |
Capital Expenditure Analysis | - | - | ROI Analysis Framework |
Executive Financial Coaching | - | - | Monthly Executive Sessions |
11.) Apparatus Communication and Support | Gold | Platinum | Platinum X |
A.) Client Accounding Team | |||
CFO Advisor | Senior Associate | Senior Associate | Controller |
Primary Account Manager | Associate | Senior Associate | Senior Associate |
Secondary Account Manager | Associate | Associate | Associate |
Supporting Account Manager | Analyst | Analyst | Analyst |
B.) Recurring Meeting Structure | |||
Weekly Update Zoom™s | Weekly Zoom™ | Weekly Zoom™ | Weekly Executive Zoom™ |
Monthly Financial Reviews | Standard Review | Detailed Review | Executive Strategy Session |
Ad-Hoc Strategy Sessions | Limited | On Request | Priority Access |
Quarterly Business Reviews | - | Standard QBR | Comprehensive QBR |
Annual Strategic Planning | - | Standard ASP | Full-Day Planning Session |
C.) Client Support Channels | |||
Email Support | Next-Day Response | Same-Day Response | Priority Response |
Phone Support | Next-Day Response | Same-Day Response | Priority Response |
Slack® Channel | Standard Channel | Dedicated Channel | Team Channel |
Text Message Support | Standard Support | Enhanced Support | Priority Support |
Emergency Response Line | - | - | 24/7 Access |