REAL ESTATE FIRM CASE STUDY:

How we saved this business over $1,000 each month by implementing a robust bookkeeping system

A savings of over $1,000 a month and peace of mind!

The problem

This firm had an in-house accounts clerk that was doing accounts and some property management. Everything was going fine until one day the accounts clerk suddenly resigned. This situation left the client in quite a bind, so they searched for someone to help them. They found Auric Financial and we started working with them.

How we helped

As with all of our client work, we like to interview the decision makers and establish the scope of the work so we make sure we are all on the same page. After conducting the interview and after the client accepted the proposal, we helped the client transition to using outsourced bookkeeping and payroll – something they desperately needed.

We also trained the client’s employees on submitting timesheets and leave applications so everything was streamlined for the business.

After implementing everything, the business was back on track and they weren’t reliant on one single person. This also meant peace of mind for the business owner and other stakeholders.

What was the outcome?

Besides the stability of working with the team here at Auric Financial, the client was also able to save more than $1,000 each month. Not only is the client saving money every month, but the owner of the business now has time to play golf on Wednesdays!

What does this mean for your business?

Is your business reliant on a single person? What happens if your finance guy or gal suddenly leaves? Would that cause you trouble?

If you want to make sure your business remains stable, schedule a call with me here