Innovating Your Back Office: Cash Management and KPIs

Presented on:
December 17, 2020 9:00 AM PT
1 hour

Join Moss Adams and Prophix for a discussion on cash-boosting strategies and what key performance indicators (KPI)s are essential for data-driven contractors.

We’ll discuss best practices for improving cash flow, optimizing liquidity, and how to develop and act on critical KPIs.

What we’ll cover:

  • Protecting cash with internal controls
  • Top KPIs for construction
  • How to manage a work-in-progress (WIP) for cash
  • Analyzing general and administrative, resource management, and equipment rental rates
  • Five steps to improve liquidity
  • Leveraging an investment policy statement to improve treasury decision-making


Aaron McFarland, CFP®, Senior Financial Advisor, Wealth Management, Moss Adams

Aaron has worked in the finance and accounting industries since 2005. He’s responsible for coordinating all stages of the financial planning process, including risk assessment, asset allocation, portfolio rebalancing, investment implementation, and portfolio monitoring customized to the needs of his clients. Aaron specializes in creating financial plans that help align his clients’ personal business goals.

Kevin Jacobs, CPA, Senior Manager, Moss Adams

Kevin has practiced public accounting since 2005. His focus is providing audit and advisory services for closely held organizations and private equity-managed entities in the construction, manufacturing, and hospitality industries. He participates in all phases of financial statement engagements including planning, compliance testing, supervision, and report preparation.

Eric Newton, CPA, Director of Construction, Prophix Software

Eric started his career in public accounting working with contractors. He was CFO/Secretary Treasurer for a heavy highway contractor for 10 years and VP/SVP of sales and marketing for 3 construction ERP solutions: Cheetah Advanced Technologies, Dexter and Chaney and Viewpoint over a 10-year period. Eric was also SVP of the Construction Division of Comdata Corporation for eight years.

Registration Form

Please make sure Javascript is enabled and your browser is up-to-date.


Registration information for this event may be shared with the event's co-hosts, speakers, and sponsors.