CASE STUDY #1 - Construction Company
This company has been in family for over 50 years. It was originally owned by the parents of our client. The company was run by a brother (Paul) and his sister (Pat), until Pat became ill and Paul had to run the company on his own. He was looking for a more efficient way to do business --
he did everything by hand, which took a lot of time and energy. He did not even own a computer; he was still using a posting machine, for which he could no longer get ink or other parts. When Paul contacted the VA solution, he needed help with:
- Updating his bookkeeping system
- Invoicing and payment tracking
-
Determining totals for overdue invoices
Grayrock's Solution
The VA Solution helped Paul free up 80+ hours a month. He uses that time to manage the compliance side of the business, leaving us to essentially operate as his billing department. Since initially contacting us we have assisted Paul with:
- Getting a computer
- Updating his billing data (historical as well as current) into QuickBooks
- Inventory tracking
- Customer Service issues
- Customer Billing
- Paying Bills
- Management report
- Managing Cash flow
- Invoice and balance disputes and inquiries
- Monthly account reconciliation
In Paul's Words
"The VA Solution helps free up my time so that I can focus on other aspects of my business that need my attention. I never have to worry about my billing department, because I know
everything is being handled. When I am out of the office or sitting across from
a client and there is a billing question, with one phone call I can have an answer.
That's a freedom I did not have before."
