Bookkeeping Case Study #1

Computerising A Manual Office

Our client was running a very busy small business in the leagl field. This business required the processing of dozens of documents and invoices every day. She also had to track debtors for up to 4 months.

The client had never had time to assess her own bookkeeping practices and was maintaining all her bookkeeping using a type-writer and a manual filing system. The system was becoming unmanageable and severley restrircting the growth of the business. The stress levels she was experiencing were enormous.

The introduction of the GST and the recommendation of a friend prompted her to seek the advice of Nifty Bookkeeping.

Janice Marken, the manager of Nifty Bookkeeping, visited the client's office and after reviewing her daily and weekly workflow was able to recommend a software package, a computer system, a new filing system and a new workflow incorporating a weekly visit from a Nifty Bookkeeping staff memeber.

The client purchased the computer herself from her preferred supplier. The software was purchased from Nifty Bookkeeping and a new filing system was created. A routine was established whereby the client would maintain the vast majority of the work while a Nifty Bookkeeping staff member would come in once a week for 6 hours to take care of some key aspects of the bookkeeping.

This client has gone from strength to strength since the change. The efficiency of the new workflow enabled her to take on a new very large contract. She has also hired an assistant and purchased a second computer.

The stress levels for the client have been reduced and she is now confident of her capacity to take on many new clients in the future due to the fact that her business practices now support her in the things she is trying to achieve.