Built to sell
The automations were built to transfer in the sale, and the books were clean at sale without a bookkeeper or CPA.
The problem
If a system only works while the founder is around, the buyer isn't getting much.
What I built
- One file for the owner's details: name, phone, sign-off, where alerts go.
- Every setting listed, with where it comes from.
- A setup wizard that connects a new QuickBooks company.
- Instructions in plain English, for people who don't write code.
- A log of why the system works the way it does, so nobody fixes what already broke once.
What went wrong
QuickBooks numbers customers, invoices and payments from 1 in every company. So an old link doesn't go dead after a move. It points at a different business. Now every link is stamped with the company it belongs to.
My first plan for clearing old links would also have cut the new company's links, switched off every customer's autopay and closed live charges. That plan never ran.
What changed
The automations were built to transfer in the sale. The books were clean at sale without a bookkeeper or CPA.
I built this for my own company first. Now I build them for other Montana businesses.
Email me for a free audit