Precision Accounting
Accounting & Finance
Precision Accounting
Tax season meant drowning in client emails with sensitive documents. Clients emailed receipts and st...
Accounting & Finance📍 Sydney, NSW
NumbersCare Bookkeeping
Bookkeeping: Xero Integration Streamlines Client Onboarding
-82%
Onboarding Time
140 clients
Client Capacity
+210%
Processing Efficiency
⚡The Challenge
Bookkeeping service onboarded clients through email chaos. Getting Xero access, connecting banks, explaining processes took hours per client. Existing clients emailed documents monthly. Manual data entry time-consuming. Needed streamlined workflows.
💡Our Solution
Built bookkeeping website with Xero integration. New clients grant access through secure portal. Automated bank feed setup instructions. Monthly document upload portal. Automated reconciliation suggestions. Client dashboard shows completed work. Standardized onboarding process. Pricing packages clear.
📊The Results
-82%
Onboarding Time
From 6 hours to 1 hour
140 clients
Client Capacity
From 45 clients
+210%
Processing Efficiency
Automated workflows
“Xero integration streamlined everything. Client onboarding fast and standardized. Monthly processing efficient through portal. Triple client capacity with same work hours. Technology essential for modern bookkeeping.”
MC
Michelle Chen
Owner, NumbersCare Bookkeeping
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