How do you track your expenses?

I'm the admin, cultivating the pipeline and handling accounting while Hubby is in the field getting the work done and estimates. We are the sole owners of our companies.

My biggest struggle is watching him pay cash or using a personal card for BUSINESS expenses! :rolleyes: But I digress...

We use Quickbooks Online which is tied to our bank account - so expenses are automatically posted and categorized. Also, American Express is great with detailed end of year reports.
I tried quickbooks (which I use in the background of my apps) but found it wasn’t great for expense tracking on the go. Maybe it’s changed since I tried it last though as it was a number of years ago.
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💰Bonuses

Great info thank you!
Also, if it helps, we have "four C's" as our values. Communication. Cleanliness. Character. Check [Everything]. If you want to cuss like a sailor, don't expect a full bonus. If you want to leave scraps around the job sites, don't expect a full bonus. You get the picture. Beyond the bonus, it provides a baseline for promotions, and in some cases terminations. There is a further breakdown where there are 100 traits graded 0-2, and each one gets allotted to a "C" and the annual review is based on their score out of 100. An apprentice wouldn't be able to grade on a project manager, so they aren't expected to have a grade for everything. But essentially, the score out of 100 shows progress from apprentice > technician > foreman > project manager.
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Zoom Out on Ipad Pro

On the iPad Pro, I am unable to zoom out when taking a picture. Anyone else have this problem? No issues zooming out on my iPhone Pro and Samsung phones.
Hey Braxton!

We appreciate you sharing this! Currently there are no known issues that would impact your ability to utilize zoom options on the iPad. To troubleshoot this effectively we'd need more information like the model of your iPad and the version of the app you're using. Our Support Team would love to help! Could you please reach out to them with these details via the in-app chat or at support@companycam.com?
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10/29 Desktop Class Thread

Here's a link to the recording @Balsam Lake Pro Lawn and @Icountm

As well as a copy of our Q&A Report:

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Business merging

Ah Mary-Anne! Separate from CompanyCam, my No. 1 day-to-day priority, I've thought about doing the same with some of my other side businesses that I do for fun (Session Solos, JTal Guitars, etc.). The content creation stuff has been the most rewarding and takes up more time than the others, so I've thought about rolling it all up under that. I've got some experience with it in terms of being in S-Corps, multiple LLC setups in the past but not enough to guide anyone but myself yet.

This is me saying, I'm considering the same, on a much smaller level than you (way smaller lol) and I'm willing to trade notes while not having a ton of answers yet. ;)
I would love that! I’m super torn as my accountant wants to wait until we see the numbers for 2025 but I’m drowning in paperwork and just want to pull the trigger for beginning of January.
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🎶 What are you listening to during the day on or off the job site? 🎙️

I heard the brain is a muscle, it needs some recovery time lol. But i agree sometimes you need to run on Beast Mode and progress gets addicting especially when you learn something new and apply it and see the fruits of your hard work.
Absolutely! I actually don’t listen to anything in the morning. 4am-8am (minus an hour gym time) I wallow in my own thoughts which I’m not sure is any better 😂
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Inventory Tracking System

Just got a QRC gun, working on a little project before we sprint it. Ill keep you guys updated when I figure it out. Have you guys checked out Kaizenify?
We looked at that and a couple other ones. We aren't selling to consumer a ton, so we aren't necessarily moving pieces like it appears they benefit the most. The parts we ship out to buyers are the same parts we also use on jobsites. We mainly just need a tracking software that can easily transfer and ship products but also keep recordings of movement.
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