Karen – Plumbing & Heating Services
Karen is a plumbing and heating contractor. She loves her work because each job is different. Before she began using Flare, she was “winging it”, paying little attention to finances and only seeing her accountant once a year – at tax time. Though she was busy enough, Karen thought she should be earning more than she did. She felt guilty. Here she was – a business person – but she had no understanding of her own business finances and no idea how to earn more. Karen wanted to understand, but once had a bad experience with a complicated accounting package that seemed to be made for accountants , not people like her.
Then, Karen Got Flare
Karen signed up for a free trial and tested Flare for a couple of weeks. She liked how easy it was for her to create and send invoices that customers could pay online. She noticed that they paid faster than before! She also found Flare’s budgeting feature was easy to use and, well, pretty cool. Before you know it, Karen was doing her own books, which was easy because of Flare’s automated features. She set up a connection to her online banking, Flare downloaded transactions automatically and all she had to do was categorize with the help of Flare’s auto-categorization feature. Her books are balanced, she knows what’s in the bank, what she owes and what’s owed to her. More than that, Karen sets income, expense and profit goals that she works toward and achieves. Karen is proud of herself. For the first time in her career, she feels in control of her business’s destiny.
Karen chose Flare Cloud Accounting because she could:
- Use it without having any financial expertise.
- Access it anytime, anwhere – in a coffee shop or on the job.
- Easily send professional invoices that customer pay online.
- View financial performance indicators from Flare’s dashboard.
- Set up a budget in minutes then compare to actuals.
- Invite her accountant to use Flare.