How To Bill ALL Your clients In 20 Minutes Or Less

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book and bill

Wasting Your Time Doing Admin Work?

Have you found yourself at 1 A.M wanting to go to bed but instead working on calculating expenses and creating invoices for billing your clients?

If you do not track your invoices monthly then you will run into the same issues, we did in our first year of business. We had to write off over $21,000 dollars in uncollected invoices. If you do this monthly, then you spend hours billing and following up on open invoices.

The hours are far greater if you are working in spreadsheets. This is because spreadsheets are not meant to scale maintenance and then follow up with clients as a business system. We fixed this issue and we are happy to share how we got out of this rut.

We also know that cash flow is the lifeline of any business and speed in collecting receivables can alleviate so much time, energy, and stress. It is painful to be tracking down wires that were sent but not arrived in your account.  It distracts from your core competency while overcoming the slimy feeling of chasing money that is due to you.

Introducing “BOOK IT and BILL”

In this jam-packed FREE information packet, you are going to learn…

  1. How to make invoicing easier by getting rid of the spreadsheets/ word documents and the hours to clone invoices by hand to send to clients.
  2. Save Time by reducing the double-entry of booking the client into your calendar then creating an invoice based on full filling the scheduled booking.  Clients can pay cross country online and payments that take weeks or days can become hours or minutes.
  3. Reduce the errors in creating the invoices by hand. Automate your invoices on a schedule based on actual work done as marked in your calendar.
  4. Reduce the stress of Data loss using Disaster Recovery. If your hard drive crashes, then you can lose all or a partial amount of your work if you are doing backups.
  5. Keep your data safe and HIPPA compliant, backed up in multiple locations the same way online banking is done
  6. Do business from anywhere, create a mobile business: Do Location-independent bookings/ Scheduling and/ or Billing invoices with reminders workflow.
  7. Create a device-independent business. You can do this from Windows or Mac software. You can do it from the desktop, tablet, or phone.
  8. Be a CV-19 friendly business that is digital and touchless. Create the options to Accept payments by print and snail mail or email directly from your website. Collect money by check or electronic forms of payment.
  9. Create Audit and tax-friendly data. Integrate Scheduling bookings with billing invoices to make your business process seamless and totally audit and tax compliant.
  10. Enable Secure Client Self Service Invoice History so clients can get historical billing without having to involve you.
    Do predictive trending in your business or impact analysis as clients join and leave your business (learn how this impacts taxes and expense planning)
  11. Do pixel-perfect billing at the press of a button (custom stationery can also be accommodated)

This software helped automate the whole process and reduced time by over 85% and increased successful money collection by 90%. I have spent $30,000 per year for an employee or $2,500 per month for my admin assistant and our solution is able to do this for pennies on the dollar. 

Call us today at 302 312 4611. 

We only wish we had done so earlier.