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QBES-Compatible Applications for
Certified Payroll & AIA Billing
Solutions Introduction
Presentation Date: December 12, 2006
Contact Information:
Nancy Smyth CQA, President
Sunburst Software Solutions, Inc.
Phone: (888) 348-2877
Email: [email protected]
Intuit
Confidential
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Target Market Profile
• Business Types/Key Industries
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2.6 Million total contractors
50% or 1.3 Million have PC’s
QuickBooks is category leader
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360,000 QuickBooks users
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26% use QuickBooks CE
63% use QuickBooks Pro
11% use QuickBooks Basic
150K using a competitive software package
Total Construction Companies:
808,000
Total with 1-499 Employees:
620,551
Total with 500+ Employees:
187,449
Performing work on “Public Works” projects
is applicable to 15 – 30% of the overall
construction industry, however, contractors in
all segments can be involved.
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Solving Customer Needs
• Critical Mid-Market Customer Needs Addressed?
Provides contractors with the ability to generate mandated:
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• Union/Bona-fide Plan Benefit reports
Certified Payroll Reports
Statements of Compliance
“No Work Performed” Payrolls
EEOC/Manning Reports
and/or
• AIA G-702/G-703 Billings
• Various Lien Waivers & Releases
in order to be paid in a timely fashion, and comply with Federal and/or State Prevailing Wage
Reporting laws and/or AIA Billing requirements.
• Key Requirements for the Right Solution?
Contractors are performing work on Federal and/or State funded construction projects and are
subject to Federal or State Prevailing Wage reporting requirements.
Contractor could also be required to submit percentage of completion contract billings using
standard AIA (American Institute of Architects) format.
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Save time on contract compliance.
Create accurate, timely, legible reports.
Eliminate transposition errors.
Stop entering the same data twice.
Get paid faster.
Intuit
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Utilize existing QuickBooks data.
Affordability.
Ease of use.
Simplifies critical areas of the business.
Anyone in the office can generate billings.
Confidential
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Target Customer Profile
• Business Size (employees, annual revenue)
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1+ Million in Annual Revenue
0 - 499 employees
4 or more jobs requiring weekly certified payroll reports and/or monthly AIA Billings
Jobs can last from one month to several years.
•Organizational Characteristics:
Multiple Job/Project locations, which must be tracked individually.
• Typical Business Management Solutions Deployed
Typically the contractor would be completing these reports using:
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Pen and paper
Excel spreadsheets
“Fillable” .pdf forms
Standalone programs such as PEM, Top Floor Store, AIA
Software, etc.
These methods would
involve generating multiple
QuickBooks reports and
duplicate data entry.
• Competing products such as CertPay Wizard or Quantum
This means duplicate data entry, transposition errors, and in some cases hiring
someone specifically for the task.
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Confidential
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Solution Overview
• Key Features & Functionality
• Choose Federal and/or State specific certified payroll reports by job
• Multiple Federal and State specific EEOC Reports
• Standard or Custom-Designed Benefit Reports
• Handles multiple reporting and non-reporting jobs and Work/Trade
Classifications (shop time which is non-reporting and actual time on the
jobsite)
• Print Plain Paper or AIA Original G-702 Contractor Application for Payment
and G-703 Continuation Sheet and G-702 CMa Construction Managers and
Advisors edition and G-703 Continuation Sheet
• Print several other plain paper formats including, Retainage Applications,
Billing Sheets, and Numerous Contract Documents
• Competitive Advantages & Brand Attributes
• All the hard work is being done for you
• Utilizes existing QuickBooks data from: Employee Records, Job Records,
Time Tracking, Paycheck Detail, Estimates, and Progress Invoices to quickly
solve what many think is a complex reporting requirement.
• Time savings is a huge advantage, especially for multiple jobs.
• Affordably priced
• QuickBooks integration since October, 2000 – market leader.
• Designed specifically for QuickBooks users by a Certified QuickBooks
ProAdvisor.
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Solution Overview
•QuickBooks Enterprise Integration Overview
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End-User Pricing
Products are licensed to a company as follows:
• Certified Payroll Solution: $375.00 via electronic download of program and .pdf manual
• Construction Application for Payment Solution: $195.00 via electronic download of
program and .pdf manual
See Order Page for complete pricing details, including multi-product discounts.
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Confidential
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Solution Demonstration
Certified Payroll Solution
Certified Payroll Report
Statement of Compliance
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Solution Demonstration
Construction Application for Payment Solution
G-702 – Application for Payment
G-703 – Continuation Sheet
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Resources Available
Available Marketing, Sales and Support Resources:
– Whitepapers providing an overview of Certified Payroll Reporting
and/or AIA Billing Requirements.
– Software Training Demonstrations
– Complete QuickBooks Integration Demonstrations for Certified Payroll
Solution and Construction Application for Payment Solution
– Articles detailing where information comes from
– Educational Resources including Whitepapers
– State-by-State listing of Certified Payroll Reporting Form requirements
– Marketing and Sales Collateral
– Case Studies & Articles
– Product Reviews
– System Requirements
– Technical Support Resources
– Free 30-Day Trials
– Other: Full-sized .pdf’s of reports
Dedicated support page for Enterprise Solutions Providers,
ProAdvisors, and Accountants at www.sunburstss.com
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Key Contacts
• Primary Contact Name and Contact Info for Sunburst
Software Solutions, Inc.
– Partner Management:
– Sales & Marketing:
– Technical Support:
Nancy Smyth, CQA
[email protected]
(802) 339-4352
• Primary Web Site Reference
http://www.sunburstss.com
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Confidential
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