Tag: Billing

Accuracy is Key to Timely Billings

One of our clients is a law firm that manages its monthly billing in stand-alone software. Their account manager, Michelle, then transfers those invoices created into QBO so we can track their income generated and payments appropriately. However, when entering the client’s October billings, Michelle noticed something odd – an invoice had been created for...

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Success Stories – Billing Shouldn’t be Painful!

One of our newer clients has a time-intensive monthly billing process that they have managed via spreadsheets. They spend days tracking, compiling, and calculating data so they can complete their monthly billings by the 5th of every month. As part of our client services, we thoroughly reviewed their process. As a result, we identified numerous...

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