For property management, bookkeeping, insurance and other admin-heavy offices
Paperwork that eats the week: a fix for property managers and bookkeepers.
Good people spend Monday re-typing the same report. Cut the copying, with a person still checking the result.
You tell me where work slips.I tell you whether it’s fixable and what it would cost.If it isn’t worth doing, I’ll say so.
Sound familiar?
- “We type the same thing into three places.”
- “Month-end takes over the whole office.”
- “I’m paying good people to copy and paste.”
- “Owners keep asking for updates we already have, somewhere.”
Before and after
Every Monday someone gathers numbers from email, a spreadsheet and the main system, and types them into the weekly owner update. It takes most of the morning, and skilled staff spend it copying instead of dealing with clients.
A draft of that update is waiting on Monday. Someone checks it, corrects it and sends it before coffee. The rest of the morning goes to clients.
What the fix involves
When the product is largely paperwork, the same reports, notices and updates come round every week or month. The fix starts with the one that costs the most.
- I pick the one repeating document that costs the most time and map where each piece of it comes from.
- I set up a draft of it to be assembled for review, in the accounts and tools your office already uses.
- A named person checks and sends every one. Nothing goes out unreviewed.
If inquiries and promised callbacks slip too, see the fix for professional offices.
Who sets this up
I’ve been putting technology into small businesses since 1987, and spent 22 years running my own referral-driven practice in Victoria.Mark Shepard, Victoria, BC · More about Mark
Three questions
- “What if it gets a number wrong?”
- That’s why a person reviews every draft. The saving is in the assembling, not the checking.
- “Our software is old.”
- The fix works around it and doesn’t replace it.
- “Is client financial information safe?”
- It stays in accounts you own and tools you’ve approved.
Price and guarantee
From $995 CAD for the assessment and written plan. Your scope and price are agreed in writing before any work begins.
If your written plan doesn’t show you at least one fix worth doing, tell me on the findings call and I’ll refund the full fee. The price we agree in writing is the price you pay.
If a fix doesn’t hold for ten business days, I keep working within the agreed scope until it does, or the fix fee is refunded.
You tell me where work slips.I tell you whether it’s fixable and what it would cost.If it isn’t worth doing, I’ll say so.
Prefer to call? (778) 562-8413. My AI assistant answers, takes your details and passes them to me.
Prefer to start alone? Take the 3-minute Leak Check.