The Contractor’s Edge Podcast - Build Better Businesses

#7 - Contractor Accounting That Actually Helps You Scale w/ Erin Andrews

45 min · 2 de may de 2026
Portada del episodio #7 - Contractor Accounting That Actually Helps You Scale w/ Erin Andrews

Descripción

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. -- Erin's Links -- https://levelaccountingfirm.com [https://levelaccountingfirm.com] https://www.facebook.com/erin.h.andrews/ [https://www.facebook.com/erin.h.andrews/]   🔥Get Your Free JobTread Prompt Bible →  https://better-boss.ai/jobtread-ai-prompt-bible/ [https://better-boss.ai/jobtread-ai-prompt-bible/] 🔥 Book Your FREE Growth Audit → https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call [https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call] 📞 CONNECT WITH BETTER BOSS: 🌐 Website: https://better-boss.ai 📧 Brittney: brittney@mybetterboss.ai 📞 Phone: (720) 636-9500 📍 Highlands Ranch, Colorado ⚡ We only take limited clients per month. Every single one has given us 5 stars. You didn't start your business to be stuck in the day-to-day. You started for freedom, for family, and for something better. Better starts now. 🔔 SUBSCRIBE for weekly videos on building systems that actually work for contractors. Better Boss | JobTread Certified Implementation Partner Highlands Ranch, Colorado https://better-boss.ai 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

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11 episodios

episode #11 - The Secret to Balancing Marriage and Construction Work w/ Jordan Rychlik artwork

#11 - The Secret to Balancing Marriage and Construction Work w/ Jordan Rychlik

On this episode of Contractor’s Edge, host Nick interviews Jordan Rychlik of WES TEX Construction and Remodeling about transitioning from five years as a middle school teacher in Fort Stockton, Texas to joining her husband Jeremy’s business after moving to San Angelo. They discuss the dynamics of husband-and-wife teams, balancing risk and impulsiveness, setting role boundaries at work, and how trust helps partners cover for each other during burnout. Jordan shares why women often excel in operations roles, how she supports Jeremy with organization and tools like JobTread, and the value of investing in professional development, associations, and peer-to-peer communities. The conversation also covers imposter syndrome, “believe it while you brave it,” family life and kids on job sites.    -- Jordan's Links --  https://www.westexconstruction.com/ [https://www.westexconstruction.com/] --- 🔥 Book Your FREE Growth Audit → https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call [https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call] 📞 CONNECT WITH BETTER BOSS: 🌐 Website: https://better-boss.ai 📧 Brittney: brittney@mybetterboss.ai 📞 Phone: (720) 636-9500 📍 Highlands Ranch, Colorado ⚡ We only take limited clients per month. Every single one has given us 5 stars. You didn't start your business to be stuck in the day-to-day. You started for freedom, for family, and for something better. Better starts now. 🔔 SUBSCRIBE for weekly videos on building systems that actually work for contractors. Better Boss | JobTread Certified Implementation Partner Highlands Ranch, Colorado https://better-boss.ai [https://better-boss.ai/jobtread-ai-prompt-bible/] 00:00 Best Friends at Work 00:26 Podcast Welcome Guest Intro 01:18 From Teacher to Contractor 02:19 Joining the Family Business 04:12 Risk Balance and Mindset 06:36 Supportive Partner Advice 09:01 Tough Mudder Grit Lessons 10:58 Women as Operations Leaders 15:18 Power Couples and Boundaries 16:48 Burnout Buffers and Disconnect 18:55 Imposter Syndrome Reality 19:35 Imposter Syndrome Truths 20:56 Small Wins Flow State 21:52 Believe It While Brave 22:58 Investing In Community 26:39 Choosing The Right Partners 28:26 Peer Learning Power 31:03 Summer Updates Social Media 32:31 Parenting Work Ethic 35:21 Word Of The Year Expansion

Ayer38 min
episode #10 - We Built AI Agents That Run Contractor Businesses While You Sleep w/ DATAx artwork

#10 - We Built AI Agents That Run Contractor Businesses While You Sleep w/ DATAx

Today we interview Peter Rainey and Elliot Whitstruck of DataX about using AI, automations, and integrations to help contractors running JobTread. They discuss their backgrounds in construction and tech, how DataX began by sharing JobTread cost-group templates and grew into a toolbox of integrations (e.g., Quo communications logging, Zillow lead qualification data, Google cover photos, dashboards, and inventory). They explain commercial-style (AIA/702/703) billing PDFs and automated financial statement PDFs attached to invoices, including multi-job customer reporting. They introduce DataX’s MCP approach for efficient AI access to JobTread data versus brute-force API scraping, and share practical AI agent examples like daily PM status emails (budget vs actual, schedule variance, logs) and receipt-to-job-costing automation via forwarded emails. They also describe DX One, DataX’s own AI model for security, cost control, and team sharing, and emphasize starting with real business problems, solid processes, and customer experience. -- DATAx [https://datax.to/] --  🔥Get Your Free JobTread Prompt Bible →  https://better-boss.ai/jobtread-ai-prompt-bible/ [https://better-boss.ai/jobtread-ai-prompt-bible/] 🔥 Book Your FREE Growth Audit → https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call [https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call] 📞 CONNECT WITH BETTER BOSS: 🌐 Website: https://better-boss.ai 📧 Brittney: brittney@mybetterboss.ai 📞 Phone: (720) 636-9500 📍 Highlands Ranch, Colorado ⚡ We only take limited clients per month. Every single one has given us 5 stars. You didn't start your business to be stuck in the day-to-day. You started for freedom, for family, and for something better. Better starts now. 🔔 SUBSCRIBE for weekly videos on building systems that actually work for contractors. Better Boss | JobTread Certified Implementation Partner Highlands Ranch, Colorado https://better-boss.ai [https://better-boss.ai/jobtread-ai-prompt-bible/] 00:00 Daily PM Agent Report 00:46 Show Intro and Guests 02:00 Peter Origin Story 04:28 Elliot Tech Background 08:16 Kids and Screen Time 11:10 Founding DataX 14:03 JobTread Culture and Early Adopters 15:41 Top Toolbox Integrations 18:42 Financial Statements PDFs 21:15 Commercial Billing 702 703 23:17 Hidden Modules and Ecosystem Value 24:38 Beyond AIA Templates 25:14 Building Contractor OS 26:04 MCP Buzz Explained 27:29 Prototype To Launch 28:34 Efficient MCP Design 32:44 AI Adoption Tips 37:21 Daily Reporting Agents 38:48 PM Agent Breakdown 41:05 Receipt Job Costing Agent 45:28 Solve Real Problems 46:50 DX One Private Model 48:44 Teamwide AI Rollout 50:03 Closing Advice Quotes

29 de may de 202652 min
episode #9 - Home Builder Marketing that WORKS w/ Nicholas Cormier artwork

#9 - Home Builder Marketing that WORKS w/ Nicholas Cormier

Today Nick hosts Nicholas Cormier of Home Builder Marketers, an agency that has generated over $268M in revenue for builders. They discuss why builders don’t need to go viral on Instagram and instead should focus on trust, consistent content, ads, and systems that nurture long sales cycles (often 6–18 months). Nicholas shares his path from construction and car sales to building and restarting his agency, including earning a Forbes Agency Council spot after years of rejections. Key strategies include prioritizing SEO/AEO, building strong Google reviews, running Meta ads for awareness, using email/retargeting to stay top-of-mind, tracking real metrics beyond cost-per-click, and using value-first CTAs like downloadable resources. They also cover how AI tools like Claude can enhance existing expertise rather than replace it. -- Nicholas Cormier's Links -- https://nicholascormier.ca/ [https://nicholascormier.ca/] https://www.instagram.com/nicholas_cormier/ [https://www.instagram.com/nicholas_cormier/] ---- 🔥Get Your Free JobTread Prompt Bible →  https://better-boss.ai/jobtread-ai-prompt-bible/ [https://better-boss.ai/jobtread-ai-prompt-bible/] 🔥 Book Your FREE Growth Audit → https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call [https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call] 📞 CONNECT WITH BETTER BOSS: 🌐 Website: https://better-boss.ai 📧 Brittney: brittney@mybetterboss.ai 📞 Phone: (720) 636-9500 📍 Highlands Ranch, Colorado ⚡ We only take limited clients per month. Every single one has given us 5 stars. You didn't start your business to be stuck in the day-to-day. You started for freedom, for family, and for something better. Better starts now. 🔔 SUBSCRIBE for weekly videos on building systems that actually work for contractors. Better Boss | JobTread Certified Implementation Partner Highlands Ranch, Colorado https://better-boss.ai [https://better-boss.ai/jobtread-ai-prompt-bible/]     00:00 Viral Myth For Builders 00:14 Podcast Intro And Guest 02:59 Forbes Feature Perseverance 06:02 Agency Origin Story 10:00 Lead Gen Strategy Framework 11:57 SEO Long Game Advantage 15:20 Ad Spend And Tracking Metrics 17:10 Marketing Channel Tier List 19:10 Answer Engine Optimization 20:08 Google Ads Reality Check 22:51 Building a Marketing System 25:09 CTAs That Give Value 28:15 AI as a Force Multiplier 32:43 Builder Mastermind Event Idea 34:55 Clarity and Closing Advice

27 de may de 202636 min
episode #8 - Romey.ai + JobTread - The AI Agent Every Contractor Needs artwork

#8 - Romey.ai + JobTread - The AI Agent Every Contractor Needs

On The Contractor’s Edge, Nick interviews longtime collaborator and developer Ryan Roman about the evolution from deterministic automation to AI agents that can orchestrate workflows, arguing AI will be integrated into every domain. Ryan shares how he learned coding to automate repetitive work, then helped automate contractor lead generation end-to-end and later built AI agents to handle client-specific outreach. They discuss contractors’ biggest gaps—speed to lead and follow-up—and introduce Romey.ai, an AI agent deeply integrated with JobTread that instantly texts iMessage-style responses to inbound leads, intelligently follows up, can answer inbound calls after hours, qualifies prospects, and books appointments with round-robin calendar scheduling. They emphasize building SOPs before automating, adopting tools like Claude, and using JobTread’s MCP connector to chat with company data to improve scalability, margins, and work-life balance. -- Romey AI -- https://romey.ai/ [https://romey.ai/] 🔥Get Your Free JobTread Prompt Bible →  https://better-boss.ai/jobtread-ai-prompt-bible/ [https://better-boss.ai/jobtread-ai-prompt-bible/] 🔥 Book Your FREE Growth Audit → https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call [https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call] 📞 CONNECT WITH BETTER BOSS: 🌐 Website: https://better-boss.ai 📧 Brittney: brittney@mybetterboss.ai 📞 Phone: (720) 636-9500 📍 Highlands Ranch, Colorado ⚡ We only take limited clients per month. Every single one has given us 5 stars. You didn't start your business to be stuck in the day-to-day. You started for freedom, for family, and for something better. Better starts now. 🔔 SUBSCRIBE for weekly videos on building systems that actually work for contractors. Better Boss | JobTread Certified Implementation Partner Highlands Ranch, Colorado https://better-boss.ai [https://better-boss.ai/jobtread-ai-prompt-bible/]     00:00 AI Agent Interview Mindset 00:18 Welcome and Guest Intro 01:30 Chicago Story and Passion 02:59 Automation Meets AI Agents 05:17 Engineering to Coding Journey 06:19 Automating Jobs and Lead Gen 08:20 Claude vs ChatGPT Talk 08:56 Contractors and Follow Up Fix 10:36 Romy AI Reveal for JobTread 13:37 Instant Texting and Scheduling 15:15 After Hours Calls and iMessage 17:56 Getting Started With AI Tools 20:41 Chatting With Romy and Next Steps 21:33 What to Automate First 22:30 Spotting Bottlenecks and Busywork 22:50 Romi for Lead Follow Up 23:12 AI as a Team Superpower 25:42 Process First Then Automate 27:22 Adapting to the AI Future 29:59 Claude Speed and Government Use 32:31 Contractor Stack with MCP and Romi 34:15 Mission and Community Shoutouts 35:53 Closing Advice and Next Steps

7 de may de 202639 min
episode #7 - Contractor Accounting That Actually Helps You Scale w/ Erin Andrews artwork

#7 - Contractor Accounting That Actually Helps You Scale w/ Erin Andrews

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. -- Erin's Links -- https://levelaccountingfirm.com [https://levelaccountingfirm.com] https://www.facebook.com/erin.h.andrews/ [https://www.facebook.com/erin.h.andrews/]   🔥Get Your Free JobTread Prompt Bible →  https://better-boss.ai/jobtread-ai-prompt-bible/ [https://better-boss.ai/jobtread-ai-prompt-bible/] 🔥 Book Your FREE Growth Audit → https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call [https://cal.com/mybetterboss.ai/jobtread-free-growth-audit-call] 📞 CONNECT WITH BETTER BOSS: 🌐 Website: https://better-boss.ai 📧 Brittney: brittney@mybetterboss.ai 📞 Phone: (720) 636-9500 📍 Highlands Ranch, Colorado ⚡ We only take limited clients per month. Every single one has given us 5 stars. You didn't start your business to be stuck in the day-to-day. You started for freedom, for family, and for something better. Better starts now. 🔔 SUBSCRIBE for weekly videos on building systems that actually work for contractors. Better Boss | JobTread Certified Implementation Partner Highlands Ranch, Colorado https://better-boss.ai 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

2 de may de 202645 min