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To: Jan Jackson <jjackson@exampleclient.com>
From: Katie Redman <redmanaccountingsolutions@example.com>
Subject: Monthly Financial Reports
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Hi Jan,
Attached you’ll find your monthly financial reports. After you’ve had a chance to review them, please give me a call.
One thing I wanted to bring to your attention is the Accounts Receivable Aging Summary. You have several customers that are two, three, and even one customer that’s four months behind. You’ll want to touch base with those customers and consider suspending their services until their accounts are current. Also, it looks like you forgot to invoice several people last month. Take a look at the names I highlighted.
You can’t afford to keep working for free, Jan. Call me soon. I have a couple ideas that I think will make your life easier.
Talk to you soon,
Katie
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To: Katie Redman <redmanaccountingsolutions@example.com>
From: Jan Jackson <jjackson@exampleclient.com>
Subject: RE: Monthly Financial Reports
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Oh, wow! I’ve been so busy lately I didn’t realize so many accounts were overdue. And I can’t believe I forgot to send out invoices! Ugh! Thanks for catching this. Business is BOOMING but I think I’m going to need a little more help every month in the bookkeeping department. Besides, I’d much rather be working with my customers than worrying about proper invoicing.
Thanks again! I’ll call you tomorrow.
Jan
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To: Jan Jackson <jjackson@exampleclient.com>
From: Katie Redman <redmanaccountingsolutions@example.com>
Subject: RE: Monthly Financial Reports
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Anytime! Besides, I think I know of an app that will work great for you. We can automate much of the invoicing & customer follow-up. You’ll save a ton of time and headache, plus get paid more promptly!
Look forward to hearing from you,
Katie
Staying on top of invoicing is key to keeping your business running smoothly. It reflects poorly on your business if customers are receiving sporadic or catch-up invoices because you forgot to send them. In QuickBooks Online, there are a lot of automation possibilities with invoicing, from creating recurring invoices that send automatically to connecting apps that will assist in the collections process. If invoicing is a struggle for you and you want to improve the cash flow of your business, contact me today!
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