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Streamlining Financial Management for Custom Home Builders: An Interview with Jon Markee, CPA


Welcome to Remote CPA, where we specialize in providing comprehensive accounting services to custom home builders. In this blog post, we had the privilege of interviewing Jon Markee, founder of Remote CPA, to gain insights into their expertise in serving custom home builders who use QuickBooks Online and related software. Jon shares valuable information about the challenges faced by custom home builders, how Remote CPA overcomes these challenges, and their vision for the future. Let's dive in!

Understanding the Unique Needs of Custom Home Builders

Jon Markee explains that his passion for the custom home building industry led him to specialize in serving this niche. As a small business owner himself, he understands the struggles faced by custom home builders and the importance of their financial management. He highlights the specific accounting challenges custom home builders face, such as maintaining homeowner satisfaction, and how Remote CPA takes the burden of accounting off their shoulders. Integrating QuickBooks Online with software like BuilderTrend, BuildTools, or Knowify is essential for efficiency and accuracy.

Empowering Financial Success for Custom Home Builders

Financial pain points, including liquidity crunches, are common for custom home builders. Jon Markee explains how Remote CPA helps address these issues by offering a comprehensive range of services. By providing financial forecasting, budgeting, and CFO services, Remote CPA assists custom home builders in making informed business decisions. Jon also shares success stories of how their firm has helped clients improve their financial management and achieve business growth.

Leveraging Technology and Expertise for Success

Staying up to date with the latest developments in accounting and software tools is crucial, and Remote CPA invests heavily in employee training and attends industry conferences. Jon Markee highlights the importance of data security and confidentiality for clients' financial information, emphasizing the use of encryption and two-factor authentication. In addition to accounting and tax preparation, Remote CPA offers full CFO services to support custom home builders in all aspects of their financial management.

Providing Personalized Support and Building Trust

Building long-term relationships and fostering trust are essential for Remote CPA. Jon Markee explains their personalized approach, taking the time to get to know each client personally and understand their aspirations and business needs. Remote CPA provides training and educational resources to help clients better understand their financial statements and reports, ensuring they are empowered to make informed decisions.

Looking Ahead and Supporting Custom Home Builders

Jon Markee shares his vision for the future of Remote CPA – becoming the premier accounting firm for custom home builders in the United States. By leveraging their knowledge base and providing customized, efficient services, Remote CPA aims to offer an unparalleled experience to custom home builders. Their commitment to staying at the forefront of technology and offering personalized support ensures that they will continue to support custom home builders in their financial management needs.


Remote CPA, led by Jon Markee, is dedicated to streamlining financial management for custom home builders. Their expertise in integrating QuickBooks Online with software like BuilderTrend, BuildTools, or Knowify, combined with their comprehensive range of services, positions them as a trusted partner for custom home builders. With their personalized approach and commitment to staying ahead of the curve, Remote CPA is poised to support the financial success of custom home builders across the country.

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