The Challenge
Digger Spares & Repairs was running financial operations informally — invoicing, payment tracking, and ledger management were inconsistent and lacked the structure needed to support the business at its current scale or give the owner meaningful visibility.
The goal was a financial system that was clean, delegatable, and gave real visibility into cash position and outstanding items — without requiring deep accounting knowledge to operate day-to-day.
The Approach
- 01
Configured QuickBooks as the operational financial hub — chart of accounts, invoice templates, payment tracking, and supplier ledger
- 02
Built a delegated workflow for invoice creation, payment chasing, and reconciliation that the team could operate independently
- 03
Produced clear process documentation and trained the team to run the system without day-to-day owner involvement
- 04
Set up management reporting views giving the owner a clean financial picture on demand
“Every invoice, every payment — tracked. The owner can see the whole financial picture in two minutes.”