Workflow Advisory

Are your finances getting lost in a messy workflow? At 24hr Bookkeeper, we’ll help you build out the perfect roadmap for your financial workflow. We’ll also document the financial process we create together to ensure a streamlined workflow for years to come.

We’ll work with you to craft a streamlined financial process outline that contains a step-by-step guide to your entire accounting process. This includes accounts receivable, accounts payable, reconciliations, budgeting, reporting, etc.
Reduce errors and costly mistakes by giving your employees a “book of answers.” This will ensure that your financial workflow process is followed correctly every time, no matter who is doing it.
Your new workflow manual will relate to working with QuickBooks. But it will also contain a thorough outline for navigating your construction project management software.

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24hr Bookkeeper has helped our business tremendously. They have not only allowed us to know how profitable we are on past projects, but have also provided a realtime snapshot of where we stand financially as a company and in each individual project. This has helped our banking relationships, billing, ability to make quicker decisions, and plan ahead. Highly recommend them!

Antonio Francis, Francis Development

Karine and her team are one of the few true home building experts in the bookkeeping world. While many talk the talk, they are the only I’ve found that have a true mastery of the space.

Jared Gossett, Gossett and Company LLC

24hr Bookkeeper has helped many of our clients at the Entrepreneur Fund develop meaningful financial systems. Karine’s work has been praised by the entrepreneurs we work with as being understandable, accurate and confidential. Her responsiveness and attention to detail has given me the confidence to recommend 24hr Bookkeeper to business owners at every stage of growth.

Michael L, Entrepreneur Fund

The Importance of a Customized Workflow Guide Book

Financial management is the cornerstone of your business’s success. Even if you’re offering great services, if you’re mismanaging your money, you’re going to run into trouble. Lost invoices, entering information in the wrong software, and forgetting to document business expenses can all have a ripple effect on the rest of your company. With a customized guide book, you’ll ensure that all your financial tasks—big and small—are taken care of correctly the first time.

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Scalable For Your Business as it Grows

The financial guidebook we create together will help better prepare your business for expanding. That means that the guide needs to be scalable so that you can add steps or new employees within it as needed. Because we give you this document in a Microsoft Word format, you can continue to add changes to the workflow or update the information as needed if an employee leaves or functionality is improved.

Grow Your Team Efficiently

Nobody likes feeling lost at work, especially new employees. With a detailed workflow manual to guide them, your new hires will be able to complete tasks and functions with ease. Give your current and future employees the recipe they need for success, which will ultimately lead to a more organized, professional business.

Specific Services

• Workflow Creation
• Step-by-Step Manuals

Frequently Asked Questions

There are several ways we can collect information from our clients. This includes shared file folders, scanning documents to emails, online fetching software, or client-provided credentials to online portals. We’ll collaborate with you to determine which option fits best.
We can go back as far as you need (including periods that have already been filed with the IRS). We’ll also update individual project financials from the first day a project started. Here at 24hr Bookkeeper, no project is too big for us to handle.
Both! We understand the importance of having both your construction software and QuickBooks accurate, which is why we update both of them.
The timing of your integration isn’t the real issue. Coming up with a reasonable timeline and plan for executing and implementing these new software integrations is what is essential. We’ll work with you to create the perfect strategy for your business to ensure a smooth transition.
We use screen sharing software that allows us to toggle back and forth from your screen to ours. This allows us to both train and review all of the information with our clients.
We support some of the key 3rd party construction software that integrates with QuickBooks. Examples include Buildrtrend and CoConstruct.