Join us for a deep dive into Best Practices for the WIP schedule and options to modernize the excel based WIP.

You'll walk away knowing:

1. How to identify the industry best practices for the WIP schedule.
2. How to detect challenges that may go unnoticed in WIP schedule calculations.
3. Modern options (software & integration) that may help alleviate WIP schedule preparation pitfalls.

Lisa Baalman, Principal - Pinion

Lisa Baalman, Principal at Pinion, fosters the financial business health of multistate construction and manufacturing companies, and is specialized in tax compliance and consulting, financial reporting, risk mitigation, and business life cycle planning.  As an experienced Certified Public Accountant (CPA), she finds and captures opportunities for businesses to save money and minimize financial risk. Lisa provides helpful guidance to business owners who desire to leave a legacy for their family members.

Ms. Baalman is well versed in the qualifications for numerous tax credits, which helps enable construction and manufacturing businesses to hang on to more cash for working capital and reinvest in the business rather than overpaying on income taxes.