Articles tagged "Finance & accounting"

How Zapier helped turn this roofing company into a million-dollar business

There's a point in the life cycle of every contracting business when you reach a plateau. It happened to me and my roofing business not long ago.

7 ways to manage your electronic signatures, automatically

Streamline your contracting process by adding Zapier automation to your electronic signature processes.

5 simple ways to automate bookkeeping

If you only think about bookkeeping when it's time to reconcile your budget or file your taxes, it probably causes a lot of dread. You have to wrangle receipts, transactions, and write-offs.

How to automate the financial side of your freelance business

Automation has been a game-changer for my business. Here are some of the tools and automation tips that can help you better manage and streamline your freelance finance management. 

How to automatically create QuickBooks invoices from PDF vendor invoices

We have heard that a "paperless world" is coming for years—are we getting any closer? Well, we seem to be with so many companies pushing us to go paperless. But doesn't this just create other issues?

How to save hours each month by automating client file requests

When I first set out on my own to create an accounting firm, I had grandiose ideas about how it would be hyper automated and super efficient.  

The 7 Best Expense Tracking Apps for Smarter Business Travel

Expense reports aren’t fun. Manually scouring through paper receipts then keying in every transaction from the past month is stressful—another thing you don't have time for at the end of the month. It doesn't have to be that hard.

Senta: App spotlight

Whether you're a numbers person or not, finding ways to manage your bookkeeping easily is a must. Fortunately, Senta takes that sentiment to heart.