Account reconciliation automation for a custom home builder
- Location
- California, USA
- Year
- 2019
- Engagement
- Profitability Improvement: Reporting & Automation
Property Manager and Custom Home Builder in California needed an easier process to reconcile customer accounts each month. Transactions included receiving rent, maintenance, platform fees, and proceeds remitted to property owners. Finance team used QuickBooks.
Our team translated original account summary from Microsoft Word to Microsoft Excel, and improved branding / professionalism. We linked Excel template to QuickBooks for automatic generation of client-specific account statements. We developed auto-PDF function that made PDFs for all clients to be emailed with comments.
Case snapshot
Files were compatible with Windows and Mac computers
Construction
Case snapshot
Lower bookkeeping error rate leading to reduced complaints and customer service work
Construction
Case snapshot
Client requested follow-on work to facilitate expanding customer base
Construction