QuickBooks Help & Automation in Bozeman, Montana
Invoices that write and send themselves, and books that stay clean.
- Invoices
- Payment follow-ups
- Clean books
For Bozeman businesses on QuickBooks Online that spend hours a week typing into it.
What you get
- Day 1A free audit.
Where your hours go in QuickBooks, and what to automate first.
- Week 1Invoices that send themselves.
Made from your orders or jobs and emailed, with a pay-online button.
- Every dayPayments followed up.
Overdue invoices sent again on a schedule, so nobody chases them.
- Every dayBills drafted for you.
Vendor invoices from your inbox, entered with the PDF, ready to approve.
- Every weekA weekly books check.
Questions on anything it can't place, and a checklist to keep the books clean.
I built this for my own business first
At Rut'n Buck Burritos, my wholesale breakfast burrito business, writing and sending invoices took 5 hours a week.
I built a layer on top of QuickBooks that sent the invoices, took the payments and tracked expenses. Once a week it asked me about anything it couldn't place and showed me where the books stood.
- 5 hrs → 30 min
Invoicing went from 5 hours a week to under 30 minutes.
- Clean
When I sold the company, the books were clean, without paying a bookkeeper or a CPA to clean them up.
Questions
What can you automate in QuickBooks?
Invoices, sending them, payment follow-ups, bills from vendor emails, customer and item records, and scheduled reports like profit and loss and who owes you money. It all runs on QuickBooks Online.
What can't be automated?
Categorizing your bank feed and reconciling accounts. QuickBooks doesn't let outside tools touch those, so they stay with you or your bookkeeper. The weekly check makes them faster.
Can you help with a QuickBooks problem I have right now?
Bring it to the free audit. If it's a setup or process problem, I'll fix it. If it's one for your bookkeeper or CPA, I'll tell you that.
Do I still need my bookkeeper?
Yes. This takes the typing off their plate so they spend their time on the books themselves. I work with your bookkeeper and CPA, not around them.
What if it doesn't work?
In the audit we time how long invoicing takes you now. If I don't cut that at least in half, that month is free.
How soon will I see something?
Within a week of the audit, your invoices are sending themselves.
Does it work with QuickBooks Desktop?
No, QuickBooks Online only.
What does it cost?
The audit is free. After that, monthly packages start at $1,000, sized to your business and what we build.
Who owns it?
You do. It runs on your QuickBooks and your accounts.
Can I cancel?
Yes, anytime. I guarantee the work will be worth it for you and your team. If you don't find that it is, we cancel.