Articles tagged "Finance & accounting"

5 workflows to streamline your invoice and payment processes

Invoice tracking gets complicated, fast, when you're trying to stay on top of payment deadlines and communications. Through Zapier's automatic workflows, you can stop worrying about chasing unpaid invoices and focus on more meaningful work.

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.

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.  

Why we ditched our accounting software for a bookkeeper

When we first started our company, Test Prep Insight, things were simple. We had (very) few customers, just a handful of vendors, and the same general, recurring expenses. For purposes of accounting, this made my life a breeze.

The secret about paying less taxes that accountants don't want small business owners to know

Some accountants will claim that they know tax-saving secrets, but the reality is that there aren't any. Which is good because it's dangerous for business owners to be in the dark about their own taxes.

The importance of real-time financials for scaling companies

Early in their journey, founders might have a good handle on their financial position—either because they're involved in all aspects of the company and/or by closely tracking their bank accounts. But as a company starts to grow, it gets tougher.

Is your business leaking? 

Leaked revenue isn't lost because a customer left you. It's lost because you've mistakenly charged a lower amount. If your business model involves recurring payments, a single error may be costing you hundreds of dollars per year. It adds up.