QBESCompatible Applications for Certified Payroll

1
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 sales_at_sunburstss.com
2
Target Market Profile

• Business Types/Key Industries

• 2.6 Million total contractors
• 50 or 1.3 Million have PCs
• QuickBooks is category leader
• 360,000 QuickBooks users
• 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.
3
Solving Customer Needs

• Critical Mid-Market Customer Needs Addressed?
• Provides contractors with the ability to generate
  mandated
• 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.

• Union/Bona-fide Plan Benefit reports
• and/or
• AIA G-702/G-703 Billings
• Various Lien Waivers Releases

• Certified Payroll Reports
• Statements of Compliance
• No Work Performed Payrolls
• EEOC/Manning Reports

• Save time on contract compliance.
• Create accurate, timely, legible reports.
• Eliminate transposition errors.
• Stop entering the same data twice.
• Get paid faster.

• Utilize existing QuickBooks data.
• Affordability.
• Ease of use.
• Simplifies critical areas of the business.
• Anyone in the office can generate billings.

4
Target Customer Profile

• Business Size (employees, annual revenue)
• 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

• 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.

• Pen and paper
• Excel spreadsheets
• Fillable .pdf forms
• Standalone programs such as PEM, Top Floor
  Store, AIA
• Software, etc.
• Competing products such as CertPay Wizard or
  Quantum

These methods would involve generating multiple
QuickBooks reports and duplicate data entry.
This means duplicate data entry, transposition
errors, and in some cases hiring someone
specifically for the task.
5
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,

6
Solution Overview

• QuickBooks Enterprise Integration Overview
• 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

7
Solution Demonstration
Certified Payroll Solution
Certified Payroll Report
Statement of Compliance
8
Solution Demonstration
Construction Application for Payment Solution
G-702 Application for Payment
G-703 Continuation Sheet
9
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 .pdfs of reports
• Dedicated support page for Enterprise Solutions
  Providers, ProAdvisors, and Accountants at
  www.sunburstss.com

10
Key Contacts

• Primary Contact Name and Contact Info for
  Sunburst
• Software Solutions, Inc.
• Partner Management
• Sales Marketing Nancy Smyth, CQA
  
• Technical Support sales_at_sunburstss.com
• [phone]
• Primary Web Site Reference
• http//www.sunburstss.com