Construction - Revenue Range $1-3M

Context / Background
Business type: Service/Trades (general description)
Revenue range: $1–3M

Current setup:
• QuickBooks Desktop (no cloud)
• JobTread used inconsistently, not integrated with accounting
• No dedicated bookkeeper
• Owners heavily involved in daily ops and project oversight

Key Challenges Identified
• Systems not integrated → job costing and WIP visibility limited
• No monthly reporting on profitability or KPIs
• Roles and responsibilities unclear → bottlenecks in projects
• SOPs minimal or nonexistent → inconsistent workflows
• Owner time tied up in manual oversight → delegation impossible

Advisory Scope / Approach
• Map current and future workflows, including tasks, staff, and systems
• Align QuickBooks Chart of Accounts to support job/project costing
• Plan migration from Desktop → Cloud (QB)
• Rebuild JobTread to support reporting and workflows
• Identify KPIs and reports for pricing, cash flow, and staffing decisions
• Draft SOPs for project execution and monthly reporting
• Assess bookkeeping needs and staffing for scalability

Phase / Structure Overview
• Process Mapping – document current vs future workflows
• System Alignment – QB COA + JobTread rebuild
• Reporting/KPIs – custom dashboards, profitability reports
• SOPs – workflows, monthly reporting
• Bookkeeping Planning – analyze effort, outsource recommendations were used

Status / Outcome
• Engagement designed, scoped, and planned
• Implementation paused due to internal governance / NDA constraints