On The Contractor’s Edge, the host interviews Erin Andrews, CEO of Level Accounting, about building better contractor businesses through proactive monthly accounting, payroll, bookkeeping, and tax planning. Aaron shares her background working largely with trades, frustrations with business owners treating accounting as an afterthought, and issues with once-a-year accountants and an industry talent shortage. They discuss why end-of-year “buy a truck for write-offs” thinking is flawed, what a strong accountant relationship looks like, and what contractors should review monthly: job profitability, gross margin, overhead, net profit, and tax liability. They connect marketing metrics to forecasting, highlight common scaling stress points around $1–$2M, address AR and cash-flow problems, recommend planning ahead with clean books and lines of credit, and cover software ecosystems including QuickBooks Online, JobTread, integrations, and cost codes.
https://levelaccountingfirm.com
https://www.facebook.com/erin.h.andrews/
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Better Boss | JobTread Certified Implementation Partner
Highlands Ranch, Colorado
00:00 Welcome and Guest Intro
01:07 Aaron’s Origin Story
03:18 Accounting Pet Peeves
05:52 Year Round Tax Planning
09:02 Monthly Metrics That Matter
11:43 Scaling Past Two Million
15:44 Software Stack for Contractors
18:15 Desktop vs Online and Sync Risks
20:17 Cost Codes and Integrations
22:20 Doubling Revenue and Labor Burden
23:49 Labor Burden Basics
24:51 Overhead and Expense Control
25:37 Auditing with AI Tools
26:18 Social Media Origin Story
28:43 Authentic Content Tips
31:26 Answer Questions Strategy
32:51 How to Contact Level
34:39 KPIs That Matter
36:24 AR and Collections Fixes
38:03 Cash Flow and Credit Lines
41:03 Financing to Close More
41:57 Closing Advice and Wrap