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.

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Program LevelGoldPlatinumPlatinum X
Typical Client Profile
Typical Client Annual Revenue$2M-$10M$5M-$15M$10M-$50M+
Typical Client Team Size3-107-2010-75
Client Business MaturityGrowingEstablishedScaling
Client Business Growth TrajectorySubstantialAggressiveAccelerated
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 FoundationGoldPlatinumPlatinum X
A.) Client Onboarding
Assignment of an Apparatus Account Team to Each ClientStandardStandardExpedited
Full Onboarding via Apparatus' Stages® ProcessStandardStandardExpedited
Rapid Bookkeeping Handoff from Current to ApparatusStandardStandardExpedited
Structured Weekly Project Team Meetings for Each ClientStandardStandardTwo Weekly Meetings
B.) QBO® Configuration
Quickbooks® Online PlatformQBO® PlusQBO® AdvancedQBO® Enterprise(Contractor)
Migration of Your File to Quickbooks® Online (QBO® )Via Intuit® ToolsetVia Intuit® ToolsetVia Intuit® Toolset
Setup and Management of your QuickBooks® Online FileStandard SetupAdvanced SetupEnterprise Configuration
Advanced Configuration of Your QBO® FileStandard FeaturesAdvanced FeaturesEnterprise Features
C.) Chart of Accounts/Products & Services Setup
Transition of your COA to the NAHB Chart of AccountsStandard NAHB SetupCustom NAHB SetupAdvanced NAHB Setup
Optimization and Tuning of Your Chart of AccountsClient Specific TuningClient Specific TuningClient Specific Tuning
Restructuring of Your QBO® Products and Services ListClient Specific TuningClient Specific TuningClient Specific Tuning
Establishment of A Multi-Entity Financial ArchitectureLimited SupportBasic SupportComprehensive Architecture
D.) QBO® Data Entry and Cleanup
Full Review and Assessment of Your QBO® SystemCompleteCompleteComplete
Comprehensive Entry of CPA-Generated AJE TransactionsCompleteCompleteComplete
Full Catch-Up Bookkeeping for Prior PeriodsAdditional FeeAdditional FeeIncluded
Full QBO® Transaction Cleanup and RestructuringAdditional FeeAdditional FeeIncluded
Full QBO® File Separation for Multiple CompaniesAdditional FeeAdditional FeeIncluded
E.) Construction-Specific Controls and Procedures
Design, Documentation and Management of All WorkflowsFull PCA Playbook™Full PCA Playbook™Full PCA Playbook™
Organization and Archiving of Your Financial RecordsStandard FilingEnhanced OrganizationComplete Digital Archive
F.) Multi-Entity Management
Setup and Maintenance of Business EntitiesGeneral SupportGeneral SupportFull Management
Construction of An Intercompany Transaction FrameworkGeneral SupportGeneral SupportFull Management
Management of Inter-Entity TransactionsGeneral SupportGeneral SupportFull Management
Joint Venture AccountingGeneral SupportGeneral SupportFull JV Management
Consolidated Financial ReportingGeneral SupportGeneral SupportFull Consolidated Reporting
Entity Structure OptimizationGeneral SupportGeneral SupportStrategic Planning
2.) Project Financial ManagementGoldPlatinumPlatinum X
A.) Project-Level Cost Tracking
Entry of All Accounting TransactionsStandard EntryPriority ProcessingExpedited Processing
Job Cost Accounting (Labor/Materia/SubCon/Equipment)Detailed TrackingDetailed TrackingComprehensive Tracking
Financial Management of Change OrdersStandard TrackingDetailed TrackingStrategic Management
B.) Project Budget and Profitability Analysis
Analysis of Bid vs. Actual by ProjectStandard AnalysisDetailed AnalysisComprehensive Analysis
Analysis of Month-End VariancesStandard AnalysisDetailed AnalysisComprehensive Analysis
Analysis of Project ProfitabilityDetailed AnalysisComprehensive AnalysisStrategic Analysis
Reporting of Contract BacklogStandard ReportsDetailed ReportsStrategic Analysis
3.) Construction Revenue ManagementGoldPlatinumPlatinum X
A.) Contract Setup and Management
Contract Billing Setup and ManagementStandard SetupStandard SetupStrategic Setup
Revenue Recognition Model GAAP ComplianceFull GAAP ComplianceFull GAAP ComplianceFull GAAP Compliance
B.) Billing Administration
Progress Billing CalculationsStandard SupportDetailed SupportStrategic Support
Management of Construction Loan DrawsFull Draw PackageFull Draw PackageStrategic Draw Management
AIA G702/G703 Billing and DocumentationFull AIA ProcessingFull AIA ProcessingFull AIA Processing
Retainage Tracking and ReleaseStandard TrackingDetailed TrackingComprehensive Tracking
C.) Accounts Receivable Management
Creation of Invoices in your CMS for Fixed Cost ProjectsDirect CMS EntryDirect CMS EntryDirect CMS Entry
Creation of Invoices in your CMS for Cost Plus Projects-Direct CMS EntryDirect CMS Entry
Invoicing Your Customers via QBO®QBO® InvoicingQBO® InvoicingQBO® Invoicing
Recording All Customer PaymentsStandard RecordingPriority ProcessingExpedited Processing
Reconciling Customer StatementsDetailed ReconciliationDetailed ReconciliationDetailed Reconciliation
Accounts Receivable Aging AnalysisStandard AnalysisDetailed AnalysisStrategic Analysis
Maintenance of Client Invoicing Spreadsheets-Support and MigrationSupport and Migration
D.) Revenue Recognition for Spec/Fix&Flip/Short Jobs
Completed Contract Method AccountingFull GAAP CCM AccountingFull GAAP CCM AccountingFull GAAP CCM Accounting
E.) Revenue Recognition for Custom Homes/Remodels
Percentage of Completion AccountingFull GAAP POC AccountingFull GAAP POC AccountingFull GAAP POC Accounting
4.) Construction Expense ManagementGoldPlatinumPlatinum X
A.) Accounts Payable Management
Bill Entry and ProcessingStandard ProcessingExpedited ProcessingPriority Processing
Paying Your Bills via Digital Payment/ACHStandard QBO® ProcessingExpedited QBO® ProcessingPriority QBO® Processing
Paying Your Bills via Paper ChecksStandard QBO® ProcessingExpedited QBO® ProcessingPriority QBO® Processing
Payment Scheduling and Cash ManagementStandard SchedulingCustom SchedulingStrategic Scheduling
Bill Approval Workflow Management via Adaptive.Build®Custom WorkflowCustom WorkflowCustom Workflow
Purchase Order Management-Enhanced PO WorkflowStrategic PO Management
Maintenance of Client Cost Management Spreadsheets-Support and MigrationSupport and Migration
B.) Subcontractor Management
Subcontractor Onboarding and Setup in QBO®Standard SetupEnhanced SetupStrategic Setup
Subcontractor Statement ReconciliationStandard ProcessingStandard ProcessingPriority Processing
Subcontractor Cost ControlStandard TrackingDetailed AnalysisStrategic Analysis
Subcontractor Performance Analysis--Performance Analytics
C.) Insurance Certificate Compliance
Insurance Certificate Tracking-Standard TrackingAdvanced Tracking
Subcontractor Prequalification System--Complete System
D.) Lien Waiver Administration
Lien Waiver Management via Adapative.Build®Standard TrackingStandard TrackingStandard Tracking
E.) Vendor Management
Vendor Onboarding and Setup in QBO®Standard SetupEnhanced SetupStrategic Setup
Vendor Statement ReconciliationFull ReconciliationFull ReconciliationFull Reconciliation
Vendor Dispute Resolution-Background SupportPriority Support
Vendor Cost Control--Custom Payment Strategy
Vendor Performance Analysis--Performance Analytics
5.) Construction Payroll ManagementGoldPlatinumPlatinum X
A.) Construction Payroll Processing
Payroll Service ProviderClient ChoiceADP®ADP®
Payroll Service Provider Payment ObligationClientClientClient
Payroll and HR Services Bundle/LevelClient ChoiceClient ChoiceClient Choice
Payroll Service Migration/Switchover SuppportBasic Migration SupportFull Migration SupportFull Migration Support
Standard Weekly Payroll ProcessingClientApparatusApparatus
Federal/State/Local Payroll Tax FilingDepending on Client ChoiceAvailable via ADP®Available via ADP®
Direct Deposit for All EmployeesDepending on Client ChoiceAvailable via ADP®Available via ADP®
B.) Addiional Payroll Services
Certified Payroll ProcessingDepending on Client ChoiceAvailable via ADP®Available via ADP®
Debit Card Deposit for Unbanked EmployeesDepending on Client ChoiceAvailable via ADP®Available via ADP®
Prevailing Wage ComplianceDepending on Client ChoiceAvailable via ADP®Available via ADP®
Union Reporting and ComplianceDepending on Client ChoiceAvailable via ADP®Available via ADP®
HR Services/Emp Handbooks/OnboardingDepending on Client ChoiceAvailable via ADP®Available via ADP®
Employee Portal for Employee Access to BenefitsDepending on Client ChoiceAvailable via ADP®Available via ADP®
C.) Field Labor Cost Allocation
Payroll Posting/Reconciliation/Allocation into QBO®Full AllocationFull AllocationFull Allocation
Labor Cost Tracking and AnalysisStandard TrackingDetailed AnalysisStrategic Analysis
Labor Utilization Analysis-Standard AnalysisDetailed Analysis
Maintenance of Client Payroll Management Spreadsheets-Support and MigrationSupport and Migration
Labor Cost Forecasting--Strategic Forecasting
D.) Employee Expense Management
Employee Expense Report ProcessingStandard ProcessingStandard ProcessingEnhanced Processing
Employee Credit Card ManagementStandard ReconciliationStandard ReconciliationFull Management
Expense Policy Compliance Review-Standard ReviewComprehensive Review
Expense Trend Analysis--Comprehensive Analysis
6.) Cash Planning and ManagementGoldPlatinumPlatinum X
A.) Account Reconciliations
Bank Account ReconciliationsMonthlyMonthlyMonthly
Credit Card ReconciliationsMonthlyMonthlyMonthly
Supplier Statement ReconciliationsMonthlyMonthlyMonthly
B.) Cash Flow Planning
Basic Cash Position MonitoringStandard MonitoringDetailed MonitoringComprehensive Monitoring
Treasury ManagementMonthly AnalysisWeekly AnalysisWeekly Analysis
Short-Term Cash Forecasting30-Day Forecast30-Day Forecast90-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 NotificationsCustom Notifications
Collections Process Support-Standard SupportCustom Process
Customer Credit Analysis--Full Credit Assessment
Custom Collection Strategy Development--Tailored Strategy
Payment Trend Analysis--Comprehensive Analysis
7.) Construction Technology ManagementGoldPlatinumPlatinum X
A.) Const Management System (CMS) Integration
BuilderTrend® Integration with QuickBooks® OnlineStandard IntegrationAdvanced IntegrationEnterprise Integration
JobTread® Integration with QuickBooks® OnlineStandard IntegrationAdvanced IntegrationEnterprise Integration
CoConstruct® Integration with QuickBooks® OnlineStandard IntegrationAdvanced IntegrationEnterprise Integration
ProCore® Integration with QuickBooks® OnlineStandard IntegrationAdvanced IntegrationEnterprise Integration
Jobber® Integration with QuickBooks® OnlineStandard IntegrationAdvanced IntegrationEnterprise Integration
Other CMS Integration with QuickBooks® OnlineStandard IntegrationAdvanced IntegrationEnterprise Integration
Mobile Financial AccessStandard QBO® AccessStandard QBO® AccessStandard QBO® Access
B.) Estimating System Integration
Estimating Software Integration with QBO®-Standard ConfigurationStandard Configuration
Bid-to-Budget Conversion-Standard ConfigurationStandard Configuration
Estimate-to-Action Variance Analysis-Standard ConfigurationStandard Configuration
Cost Code Alignment: Estimation to Accounting-Standard ConfigurationStandard Configuration
C.) Accounting Workflow Automation
Subscription to Adaptive.BuildApparatus ProvidedApparatus ProvidedApparatus Provided
Integration of Adaptive.Build with QBO®Apparatus ProvidedApparatus ProvidedApparatus Provided
Unique Client Email for Emailing Docs to ApparatusVia Adaptive.BuildVia Adaptive.BuildVia Adaptive.Build
Karbon® Accounting Client Management ToolsetAll ClientsAll ClientsAll Clients
Dropbox® Document Management System-Standard SystemEnterprise System
Dropbox® Cloud Storage Automation-Standard ProcessEnhanced Process
D.) Construction Technology Roadmap
Construction Technology RoadmapGeneral SupportTech Stack GuidanceStrategic Tech Planning
Systems Architecture Planning-General SupportStrategic IT Roadmap
Custom Integration Development--Custom API Development
8.) Construction Financial Reporting GoldPlatinumPlatinum X
A.) Month-End Close Process
Month-End Close ProceduresStandard CloseStandard ClosePriority Close
Close Process Timeline15 Days15 Days10 Days
Construction-Specific AdjustmentsFull AdjustmentsFull AdjustmentsFull Adjustments
B.) Weekly Report Package
Profit and Loss StatementStandard DraftsDetailed DraftsComprehensive Package
Balance SheetStandard DraftsDetailed DraftsComprehensive Package
Job Cost ReportsStandard ReportsDetailed ReportsComprehensive Reports
Work-in-Progress (WIP) ReportsStandard ReportsDetailed ReportsStrategic Analysis
Overhead Allocation Methodologies-Standard AllocationAdvanced Methodologies
Contract Backlog Reporting-Standard ReportsDetailed Analysis
C.) Additional Financial Reporting
Monthly Financial PackageStandard PackageDetailed PackageExecutive Package
Quarterly Financial AnalysisStandard AnalysisDetailed AnalysisComprehensive Analysis
Year-End Financial PackageStandard PackageEnhanced PackageExecutive Package
Custom Financial ReportingCustom ReportsExpanded Custom ReportsExecutive Custom Reporting
9.) Compliance and Risk ManagementGoldPlatinumPlatinum X
A.) Construction Tax Planning and Compliance
Printing/Mailing/Filing IRS Forms 1099 and 1096Standard FilingStandard FilingPriority Filing
CPA Tax Planning SupportStandard SupportEnhanced SupportStrategic Partnership
B.) GL Insurance and Worker's Comp Audit Preparation
GL Insurance Compliance Audit PreparationFull Audit SupportFull Audit SupportFull Audit Support
Worker's Comp Compliance Audit PreparationFull Audit SupportFull Audit SupportFull Audit Support
C.) Regulatory Compliance
Sales and Use Tax ManagementStandard ManagementStandard ManagementAdvanced Management
Workers Comp ReportingStandard ReportingStandard ReportingStrategic Management
Business License Tracking-Standard TrackingEnhanced Tracking
Regulatory Change Management--Proactive Updates
D.) Financial Risk Mitigation
Financial Risk AssessmentGeneral GuidanceEnhanced GuidanceComprehensive Assessment
Contract Review Support--Financial Terms Review
Enterprise Risk Framework--Complete Risk Strategy
E.) Insurance Requirements Management
Insurance Certificate Tracking-Standard TrackingEnhanced Tracking
Worker's Comp Tracking-Standard TrackingEnhanced Tracking
Subcontractor Insurance Certificate Tracking-Standard TrackingEnhanced Tracking
Subcontractor Worker's Comp Tracking-Standard TrackingEnhanced Tracking
10.) Construction CFO ServicesGoldPlatinumPlatinum X
A.) Key Performance Indicators
Construction Industry KPI TrackingBasic KPIsDetailed KPIsComprehensive KPIs
Performance BenchmarkingBasic KPIsIndustry StandardsCustom Benchmarking
Profitability Trend AnalysisStandard AnalysisStandard AnalysisDetailed Analysis
Financial Dashboard Development-Standard DashboardExecutive Dashboard
Custom Analytics Development--Full Analytics Suite
B.) Support for Construction Coaching Clients
APB Clients - KPI Workbooks SupportFull APB KPI Workbook EntriesFull APB KPI Workbook EntriesFull APB KPI Workbook Entries
BTA Clients - Management Workbooks SupportFull BTA Workbook EntriesFull BTA Workbook EntriesFull BTA Workbook Entries
Remodeler's Advantage Clients - General Workbooks SupportFull RA Workbook EntriesFull RA Workbook EntriesFull RA Workbook Entries
Other Coaching Programs - Workbook SupportFull Workbook EntriesFull Workbook EntriesFull Workbook Entries
C.) Profitability Enhancement Planning
Financial Performance ReviewMonthly ReviewMonthly Strategic ReviewExecutive Strategy Session
Bid vs. Actual AnalysisStandard AnalysisStandard AnalysisDetailed Analysis
Profitability Enhancement Planning-General GuidanceCustom Strategy
D.) Growth and Scaling Strategy
Growth and Scaling StrategyGeneral GuidanceGeneral GuidanceComprehensive Strategy
Financial Goal Setting and Tracking-General GuidanceCustom KPI Framework
Expansion Financial Planning-General GuidanceFull Expansion Roadmap
E.) Equipment Investment Analysis
Equipment Utilization Analysis-Standard AnalysisDetailed Analysis
Lease vs. Buy Analysis-Standard AnalysisStrategic Analysis
Equipment Replacement Planning-Standard AnalysisLifecycle Management
Equipment Financing Optimization--Strategic Planning
F.) Strategic Planning
Annual Budget DevelopmentBasic SupportStandard BudgetStrategic Budget
Financial Forecasting-Short-Term ForecastComprehensive 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 SupportGoldPlatinumPlatinum X
A.) Client Accounding Team
CFO AdvisorSenior AssociateSenior AssociateController
Primary Account ManagerAssociateSenior AssociateSenior Associate
Secondary Account ManagerAssociateAssociateAssociate
Supporting Account ManagerAnalystAnalystAnalyst
B.) Recurring Meeting Structure
Weekly Update Zoom™sWeekly Zoom™Weekly Zoom™Weekly Executive Zoom™
Monthly Financial ReviewsStandard ReviewDetailed ReviewExecutive Strategy Session
Ad-Hoc Strategy SessionsLimitedOn RequestPriority Access
Quarterly Business Reviews-Standard QBRComprehensive QBR
Annual Strategic Planning-Standard ASPFull-Day Planning Session
C.) Client Support Channels
Email SupportNext-Day ResponseSame-Day ResponsePriority Response
Phone SupportNext-Day ResponseSame-Day ResponsePriority Response
Slack® ChannelStandard ChannelDedicated ChannelTeam Channel
Text Message SupportStandard SupportEnhanced SupportPriority Support
Emergency Response Line--24/7 Access