How Buildertrend Is Reshaping Project Management and Financial Control in Construction

In construction, success does not come from winning more work; it comes from how well that work is managed, tracked, and translated into financial results.

For owners, project managers, and finance professionals, the demands have changed. Projects are more complex, margins are tighter, and clients expect greater transparency throughout the process. At the same time, many companies are still operating with disconnected system schedules in one place, budgets in another, and accounting somewhere else entirely.

That disconnect creates more than inefficiency. It leads to delayed financial visibility, missed revenue opportunities, and decisions made after it is too late to correct course.

Buildertrend addresses this challenge by aligning operations and financial data. When implemented effectively, it becomes the bridge between what is happening in the field and what is reflected in your numbers.

Looking for a better alignment between your construction operations and financials? Connect with Siegel Solutions to see how Buildertrend can support your business.

Connecting Operations to Financial Reality

One of the most common issues in construction is the gap between project execution and financial reporting. Project managers are focused on keeping jobs moving, while accounting teams are focused on tracking costs and billing. Without a shared system, those efforts rarely stay aligned.

Buildertrend changes that by centralizing core project activities—scheduling, selections, change orders, and purchasing—so they directly inform the financial side of the business.

The impact is immediate. Teams are no longer working off separate versions of the truth. Instead, they gain:

  • More accurate and timely financial data 
  • Clear visibility into project performance 
  • The ability to make decisions based on current information. 

 

This shift from reactive to initiative-taking management is where many companies begin to see meaningful improvement.

Bringing Structure to Project Management

Buildertrend introduces consistency into day-to-day operations, which reduces confusion and improves accountability across teams.

Scheduling That Supports Profitability

Scheduling is often one of the first areas where companies notice a difference. Instead of relying on static spreadsheets, Buildertrend provides a centralized, real-time schedule that is accessible to both field and office teams.

With everyone working from the same timeline, it becomes easier to stay aligned on:

  • Project milestones and deadlines 
  • Task sequencing and dependencies 
  • Updates as conditions change. 

 

This level of visibility reduces delays and improves coordination. From a financial standpoint, which matters more than it may seem—because delays directly impact labor costs, overhead, and ultimately profitability.

Communication That Creates Accountability

In many construction environments, communication is scattered across emails, texts, and phone calls. Key details get buried, and decisions are difficult to track.

Buildertrend centralizes communication, creating a documented record of interactions between teams, clients, and subcontractors. This does not just improve organization, it strengthens accountability.

When communication is clearly documented, companies benefit from:

  • Fewer disputes with clients or subcontractors 
  • Better support for approvals and billing 
  • Greater confidence in project documentation 

 

It is a simple improvement that has a direct impact on both operations and financial outcomes.

Change Orders: Capturing Revenue Consistently

Change orders are one of the most common areas where construction companies lose money—not because the work is not performed, but because it is not consistently tracked or billed.

Buildertrend brings structure to this process by allowing teams to create, send, and track change orders in real time. Clients can review and approve changes quickly, and those approvals are documented within the system.

As a result:

  • Additional work is captured and billed more consistently. 
  • Approval delays are reduced. 
  • Revenue leakage is minimized. 

 

For many companies, improving this one area alone can significantly impact overall profitability.

Managing Selections with Clarity

Selections—materials, finishes, and fixtures—can quickly become a source of confusion if they are not managed properly. Miscommunication in this area often leads to delays, rework, and unexpected costs.

Buildertrend organizes the selections process and gives clients visibility into their decisions. Everything is documented, approved, and accessible to the team.

This clarity helps:

  • Reduce costly errors and rework. 
  • Keep projects aligned with budgets. 
  • Improve the overall client experience.

 

Strengthening Financial Control

While Builder trend’s operational improvements are important, its value becomes even more apparent when you look at the financial side of the business.

Job Costing That Reflects Reality

Accurate job costing is essential, yet many construction companies struggle to maintain it. Without reliable data, it becomes difficult to understand whether projects are truly profitable.

Buildertrend helps address this by organizing financial data at the job and cost code level. When integrated with QuickBooks, the connection between operations and accounting becomes much stronger.

Instead of relying on estimates or assumptions, companies can clearly see:

  • How actual costs compare to original budgets. 
  • Where projects exceed expectations 
  • Which types of jobs are most profitable 

 

This level of visibility allows for better decisions—not just after a project is complete, but while it is still in progress.

Budget Visibility and Ongoing Control

Budgets are often treated as static documents, but in reality, they need to evolve alongside the project. Buildertrend allows teams to monitor budgets in real time as costs are incurred and commitments are made.

This creates the opportunity to identify issues early and adjust before they impact the final outcome. Rather than reacting to overruns at the end of a job, teams can stay in control throughout the process.

Supporting Cash Flow and Billing Efficiency

Cash flow remains one of the most critical aspects of running a construction business. Even profitable projects can create challenges if billing and collections are not managed effectively.

Buildertrend improves cash flow visibility by connecting project activity with billing. It becomes easier to track:

  • What has been billed? 
  • What has been collected? 
  • What remains outstanding? 

 

By streamlining invoicing and tying it directly to project progress, companies can reduce delays between work completed and payment received. The result is stronger cash flow and more predictable financial performance.

Why This Matters

Construction companies rarely struggle because of a lack of work. More often, the issue is a lack of visibility and control.

When operations and financials are disconnected, the consequences are familiar:

  • Job costing becomes unreliable. 
  • Issues are identified too late. 
  • Profitability is harder to maintain. 

 

Buildertrend addresses these challenges by bringing everything into one system. It allows companies to see what is happening in real time and understand the financial impact of those activities.

That level of alignment creates a stronger, more resilient business.

Buildertrend is more than just a project management platform—it represents a shift toward running a more disciplined, connected construction business. By bringing structure to daily operations and aligning them with financial reporting, it creates a clearer picture of how each project is truly performing.

When implemented thoughtfully and used consistently, the impact goes beyond the organization. Teams communicate more effectively, financial data becomes more dependable, and decisions are made with greater confidence. Over time, this translates into stronger project outcomes and healthier margins.

If you find yourself relying on multiple systems, spreadsheets, or manual processes to understand what is happening across your projects, it may be time to take a closer look at how those gaps are affecting your business.

Consider where things stand today:

  • Are your project teams and accounting team working from the same set of data? 
  • Do you have clear, real-time visibility into job profitability? 
  • Are change orders consistently tracked, approved, and billed? 

 

If any of these areas feel unclear or inconsistent, there is an opportunity to strengthen your processes.

Improving alignment between operations and financials is not about efficiency; it is about gaining control. And with that control comes the ability to run a more predictable, more profitable construction business. 

To learn more about how Siegel Solutions can help you with BuilderTrend, reach out anytime to start the conversation!



Antonio Tony Martinez
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CPA, CEO

Jeff has spent the last twenty years working providing solutions to emerging growth businesses. After graduating from Northeastern University, he spent five years working with two multinational CPA firms in an auditor capacity building a foundation for understanding how business work. He later went on to work in various controller and CFO roles before starting Siegel & Associates (previously Siegel Financial Group) in 2000. In those roles, he sold a company to ADP, raised funds for a major expansion of a large regional IVF clinic, and helped set up accounting and financial structures for dozens of companies. Since starting Siegel & Associates, Jeff has worked with hundreds of clients providing accounting system solutions. Those solutions include setting up QuickBooks in a single-user environment putting in QuickBooks Enterprise in a 30-user environment and integrating various add-ons including inventory, CRM, and e-commerce. He is a Certified Public Accountant, a QuickBooks Pro Advisor, a QuickBooks Advanced Pro Advisor, and an Intuit Solution Provider certified in Enterprise Solutions, Point of Sale & QuickBase. Jeff is also a Microsoft Certified Systems Engineer

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Client Solutions Advisor & Professional Services

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Janet Jodoin
Bookkeeping Associate

Janet joined Siegel Solutions in May of 2022 as an Associate Bookkeeper. In her younger years, while raising her family, she completed her degree in Business and she spent 20 years in the trades as a custom designer. Janet also has 16 years in corporate management. Her strong team support, training, and development led her to support and manage Human Resources. Janet's desire to change careers has led her to return back to bookkeeping at Siegel Solutions. In Janet's free time she enjoys spending time with her growing family. Her personal favorite is creative landscaping in her yard. She also enjoys working alongside her partner in construction and remodeling.

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Tricia Gullage
Associate

Tricia Joined Siegel Solutions in 2022 as a bookkeeper and works with our clients to keep their day-to-day bookkeeping in order. Tricia has 12 years of bookkeeping experience working for a large construction company for 10 of those years handling all their accounting and Payroll. She met Jeff our CEO while working there and decided she wanted to join our team.

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Ed Jaworski
Professional Services

With over 21 years of corporate experience at PeopleSoft Consulting, Sun Life Financial, and KPMG, Ed brings a big business approach to small business solutions. Prior to joining Siegel Solutions in 2022, Ed helped small businesses get the most out of QuickBooks for 21 years as a co-founder of SMB Partners and the founder of Solutions for Office Software.

Ed is an Advanced Certified QuickBooks® ProAdvisor, a Certified QuickBooks® Point of Sale ProAdvisor, a Certified QuickBooks Enterprise Solutions ProAdvisor, and a Certified SOS Inventory Consultant. Ed holds an MS in Computer Information Systems from Bentley University and a BS in Business Administration from Northeastern University.

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Firm Administrator

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Senior Associate

Letitia has an accounting degree and has been working in the Accounting/Bookkeeping industry for over 25 years. Tish is also an Acumatica Business Consultant. Outside of work, Tish has 4 grown children and 5 grandchildren, she loves to ski, hike, bike, and be outdoors. Tish has worked with Jeff for over 10 years.

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Andrea Alencar
Associate

Andrea graduated from Bridgewater State with a Bachelor's degree in Accounting. Andrea joined Siegel Solutions in 2022. Andrea has gained accounting experience working in various industries including a CPA firm, legal, hospitality, and telecommunications. Before coming to Siegel Solutions Andrea previously worked as a bookkeeper and staff accountant.

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IT

I started my career in 1983 when I designed and built a device to share a computer program, written by the president of a local bank and his son, running on an Apple Lisa computer. The device allowed the large and expensive Lisa's computer to be shared with bank employees. With this program, and with my device, we started a company to market this unique solution to banks. At this point, computer networks were just starting to be used in businesses. I transitioned my efforts to providing support for migrating banking terminal/mainframe functions to the emerging Personal Computer networking platform. For the next decade, I worked with, and beta tested, numerous technologies to integrate the banking functions from dumb terminals into the now smart desktop computers. After working with a few small consulting firms, I started my own company focusing on providing I.T. support to SMBs. More recently I am now doing the exact opposite by helping customers migrate their PC applications and data from their local computers to The Cloud. A few years ago, I joined Siegel Solutions to add my years of I.T. experience to their firm.

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Associate

After spending most of her corporate career in the insurance industry, Pat joined a QuickBooks consulting firm providing bookkeeping services to several small companies. Late in 2022, that firm merged with Siegel Solutions, Inc., bringing Pat and her clients to the group. She provides services to clients in a variety of industries: fitness, construction, beauty, equine care, and medical billing, to name a few. She enjoys supporting her clients by keeping their financial records in good shape and allowing them to focus on growing their respective businesses.

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Senior Account
Payroll Manager

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Sales and Marketing Associate

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Associate

Janice Kats graduated from Carl Sandburg College with an Associate Degree in Accounting in 1992 and has been working in the accounting field ever since in various jobs doing AR, AP, payroll, office management, and bookkeeping before joining Siegel Solutions in late 2023.

In 2022, she made the decision to branch out on her own and started her own bookkeeping business, working from home.

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Firm Manager

Alyssa Bradford joined Siegel Solutions as Firm Manager in March 2025, bringing with her a strong background in operations management and a hands-on, "boots on the ground" leadership style. Known for her excellent communication skills and practical approach to problem-solving, Alyssa plays a key role in driving efficiency and fostering team collaboration at the firm.

She is a graduate of the University of Hartford and lives in Franklin with her husband and son, where they enjoy making the most of nice weather together as a family. In her downtime, Alyssa enjoys HGTV and Food Network shows.

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Associate

Cynthia joined Siegel Solutions in March 2025 as an Associate. She has a Bachelor's in Accounting from New Jersey City University and over 10 years of experience in accounting.
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Jermaine Sanders
Associate

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Coop - Fall 2025

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Senior Associate

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She joined Siegel Solutions as a part-time Senior Associate in December 2025.

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Matthew Galligan
Associate

Matthew Galligan is from Pembroke MA. He received his Undergrad Degree from Stonehill University and is taking classes to become eligible for the CPA exam. He has 2 dogs, Sully and Finn. Matt enjoys any Boston sports as well as ATVs, snowmobiling and golf.

He joined Siegel Solutions as an Associate in December 2025.

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Beth Peter
Administrative Assistant

Beth earned her undergraduate degree from Westfield State University, focusing on Psychology, which supports her strong interpersonal skills and attention to detail in her day-to-day work.

She brings a thoughtful and organized approach to her role as Administrative Assistant. Originally from Boston, she has spent the past twenty years living in different parts of the country before returning to Massachusetts, where she now calls home.

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