Bookkeeping for the Service Industry
Optimizing your workflow is essential in this industry. Let us work with you to find the best business solutions to track customers, schedule appointments and manage invoices and payments.
Stay focused on streamlining every part of your workflow.
CRM System
Implementing a customer relationship management tool will help you keep track of current client information, follow-up reminders, and future leads and opportunities.
Online Appointment Scheduling
In any service industry, your company process should focus on creating a positive customer experience. By automating appointment bookings, your clients can easily schedule a meeting that is mutually convenient and reschedule if needed.
Invoicing and Payment Management
Invoicing and collecting on payments should be easy. Developing a smooth process is essential.
Job Costing
Understanding your profitability by project or by each client is essential to scaling your business. It gives you the insight to make sound business decisions.
CRM System
Implementing a customer relationship management tool will help you keep track of current client information, follow-up reminders, and future leads and opportunities.
Invoicing & Payment Management
Invoicing and collecting on payments should be easy. Developing a smooth process here is essential.
Job Costing
Understanding your profitability by project or by each client is essential to scaling your business. It gives you the insight to make sound business decisions.
Online Appointment Scheduling
In any service industry, your company process should focus on creating a positive customer experience. By automating appointment bookings, your clients can easily schedule a meeting that is mutually convenient and reschedule if needed.
Let's get your workflow running as efficiently as possible.
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Every month we send out tips and updates on using your cloud-based accounting system to help you find the best way forward.
