Case Study: Roma Homes achieves streamlined, stress-free financials with Buildertrend synced to QuickBooks for Contractors

How One Home Builder Perfected Financials Switching From Spreadsheets to Buildertrend Synched to QuickBooks for Contractors

Roma Homes, a Charlotte-based new-home builder and renovator founded in 2013, struggled with Excel-based bookkeeping that was time-consuming and stressful for the small four-person team and husband‑wife owners. To streamline finances and remove the burden of manual entry, owner Bill Katsaros adopted Buildertrend’s Budget tool and its QuickBooks for Contractors integration.

By using Buildertrend to centralize budgets, time-clock labor, bills, purchase orders and cost codes and syncing those records to QuickBooks for Contractors, Roma Homes eliminated double entry, gained mobile access to real-time job costs, and made tax prep a one‑click process. Buildertrend also improved subcontractor compliance tracking (preventing repeat uninsured payouts after an earlier $8,000 loss), produced major time savings, and gave the team clearer, faster data to make purchasing and estimating decisions.

Roma Homes

Bill Katsaros

Owner