It's in his head.  It's in her head. They know what to do right? Loose process makes profits go bye bye.

You have to ask what employees are working on.  It's easy to hide the mistakes and lack of follow-up when there's no accountability.

Use that basic report they provided. Then copy all of it over to a spreadsheet, add your own data. No errors here. Then do it again next month.

Sure you look at QuickBooks but it's not the whole picture. There's too many unanswered questions

Build that quote manually in Word, make it a PDF and email it hoping they won't notice.

Figure out what the math is, create that invoice and send it. No errors ever happen here.  Hope they pay soon.

Where's the time sheets? Warm up your numeric keypad, peck the numbers and hope for no errors. Repeat every 2 weeks.

You're paying a stout price for that well known brand and it still sucks. All software must be like this right?  Guess this is just what it is. We're stuck.

What's next year look like?  Let's just look at each month and add a few % where it makes sense.