September 23, 2015
The Construction Team has grown and evolved its expertise, one project at a time, since its founding in 2013. The construction niche is especially valuable and has allowed our team to offer this key audience sound accounting, financial advice, and fiscal project management expertise.
We want our construction clients to achieve superior profitability. Given the fast-paced decisions that are made on-site daily, many of our clients rely on our expertise to help them make short-term decisions that will impact their long-term viability.
"We've been fortunate to have a solid base of construction clients for years, but due to the economy's recent resurgence we've seen a spike in demand," says Ian Grimbleby, CPA, Partner, and Construction Team lead. "We saw an opportunity to develop a specialized construction department, and thus far the response has been very strong. We see that we're making a difference in our clients' businesses."
To better serve our construction clients, we've attended major construction conferences such as CFMA (cfma.org) and AICPA (aicpa.org), learned more about industry issues and construction software, and immersed ourselves in our construction clients' workflow processes.
Meet the Team!
Ian Grimbleby, CPA, Principal and Team Lead
Ian has been working with construction clients for over 10 years. He specializes in financial statements (audit, review or compiled) and tax returns, but he is also adept at contract/WIP review, accounting software consulting, and financial literacy education for owners and managers. "I enjoy working with construction clients because their work - structures, buildings, roads - is tangible," he says. "It takes discipline to accomplish the job. I like bringing a different perspective to the table and helping clients make better business and financial decisions."
Adriane Reams, Construction Team Manager and Co-Leader
Adriane has been working with construction clients for more than eight years. She provides software consultations, income tax planning and preparation, financial statement preparation, and job schedule preparation. "I enjoy the complexity involved in completing job schedules," she says. "There are always quirks that need to be figured out, just like solving a puzzle. I grew up in my dad's machining business, so I have a strong understanding of family-owned organizations."
Javier Padilla, Experienced Associate
Javier worked in the real estate industry (commercial lending, residential lending and sales) for more than 15 years. Since joining Grimbleby Coleman two and a half years ago, he has worked specifically with construction companies. His main role is to provide services to construction companies through the preparation of their tax returns and financial statements (compiled, review, or audit)."Working in the construction niche allows me to do the three things that I thoroughly enjoy: work with people, work with numbers, and work in the real estate industry," he says. "I've enjoyed learning the intricacies of how our construction clients get the project from bare dirt to a house or commercial building, as well as having the opportunity to work with clients that specialize in certain phases of construction projects."
Amanda Cabral, Accounting Technician
Amanda has been working with construction clients for nine years, including payroll, certified reporting, bookkeeping (accounts receivable and accounts payable), job costing, billing, progressive billing, invoicing, and purchase orders. "I enjoy working with construction companies because every client is so different," she says. "Learning what clients need in order to be successful and to run their businesses efficiently is a continuous learning process for me and I feel like we both take something from each other."
Karen Sanders, Accounting Technician
Karen has been working closely with construction clients for six years to help with accounting services and setup with classifications and costing of jobs through payroll and direct labor costs. "It's like working a puzzle," she says. "I gain satisfaction when I'm able to get all the pieces to fit together correctly and the clients are happy. I love working with my clients and assisting with their accounting needs."
To learn more about the construction team, please check out previous newsletter posts:
Project Management Recommend Operational Processes
1031 Tax Exchange for Construction
Interested in meeting the team in person? Please give Ian a call at 209-527-4220.