Ideal Bookkeeping Client 1

This business owner reaches out to you because they have a bookkeeper that they are not happy with. That bookkeeper initially charged $199 per month on a perform based pricing plan but then upped their rate to $550 per month.

The business owner performs all the data entry, invoicing and payments and credit management tasks to ensure that all accounts receivable and payable are up to date.

The business owner uses Hubdoc to capture as many source documents as possible and the business doesn’t change significantly from month to month because he has been in business for 10 years and gets a lot of word of mouth referrals.

The owner chose Xero because he was told it was easy to use and he is happy to hire a remote bookkeeper who can work from their own home.

See other Ideal Client examples