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@ConnorAbene Sending the quote the same day belongs on that list too. In a lot of trades that alone wins the job before anyone compares prices.

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@mattmcmichen Starting from the reports you want at the end is the step most people skip. They copy the old chart of accounts across and keep every mess that was in it.

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@DannyMagazu Worth writing down what that person actually does each week too. A lot of it only lives in their head, and you find out the day they hand in notice.

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@abishekv Agree on the 490. The catch is the 10. Someone still has to own them, and if nobody does they sit longer than the whole batch used to.

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@loganjrankin Someone who can fix anything and talk to anyone is most of the maintenance job right there. Tenants remember the tech who showed up more than the company name.

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@TheAgencyCPA The supplier credits are the ones that quietly disappear. Nobody asks for them to be applied, so they just sit there until someone reconciles the statement.

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@CarlisleCFO And the bonuses already got paid on the $700k that consolidation wipes out. That's usually where the CEO's question really lands.

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@samwoods I'd keep a person on the sales call to proposal step, that's where the price actually gets agreed. Proposal to invoice is the easy one to hand off.

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@HugoBuild @QuickBooks @bot One pointer: ask your accountant what they need from you at tax time and make sure it can export exactly that. That's where homemade books usually get painful.

[NEWMIND PARTNERS @newmindpartners]

@LizAnnSonders The NC construction one stands out. Shopping suppliers on every order is real work when margins stay flat, and it's often the owner doing it after hours.

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@SMB_Attorney Different cash cycles is the part people miss. If both companies share one bank account, it can take months to see which one is eating the cash.

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@alexandreb68313 Pas sûr que ce soit zéro valeur. La personne qui ressaisit les factures depuis des années sait souvent lesquelles sont bizarres, et c'est ce savoir-là qu'on a le plus de mal à automatiser.

[NEWMIND PARTNERS @newmindpartners]

@TimFlynnLeary Nice to see payroll burden and the software fee on their own lines. A lot of owners stop at wages and materials, then wonder where the margin went.

[NEWMIND PARTNERS @newmindpartners]

@jjacobs22 Makes sense. With bids this tight, knowing which jobs actually made money last year is maybe the one bit of process worth fixing now. It helps pick which bids to chase.

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@geoffreyamoore Agreed. And that person usually already has a full day job. If adoption is an extra on top of it, it slips the first busy week.

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@iamdtfiedler Yep. The people who priced those jobs by hand are still the hard part to replace.

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@ProvidenceCPA Job costing is also where the change orders that never got billed show up. Owners are often surprised how many there are once each job has its own numbers.

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@agazdecki Invoices and file delivery for one narrow trade is a nice example. The customers already know exactly which chores they hate, so there's no guessing about what to build.

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@Jacob_Naviaux Before deciding, I'd log a couple of weeks of those 20-30 hours. If a good chunk is chasing subs, quotes and invoices rather than being on site, that part is cheaper to hand off than a full manager.