Bookminders Case study

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A national accounting company since 1991, Bookminders provides outsourced accounting services for small businesses and nonprofits.

Learn more about Bookminders services by visiting their website.

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Before working with Infoshape Software, Bookminders grappled with computer system inefficiencies that hindered optimal time utilization.

Employees were burdened by repetitive tasks, disjointed systems, and manual work, preventing the business from reaching its full potential.

"Our employees are not paid on an hourly basis; their compensation is dependent upon how efficiently they complete their work. Infoshape's system and automation have streamlined important processes and improved efficiency across the board. Improved productivity means greater earning potential for our staff and enhanced business performance.”

Jennifer Whitmore

Director of Technology & Communications

How can we maximize your business?

Employee Satisfaction

"The contrast in job satisfaction between the new system and the old one is striking. The old system was pretty much viewed as just a necessary evil. In contrast, the new system has transformed tasks into something much more manageable, making them far more agreeable for our staff and lightening their daily load."

Consolidation

"Two individuals were consistently duplicating tasks across two separate systems, manually transferring data from our standalone accounting system to our primary system. Additionally, we encountered issues with multiple document storage locations. Our goal was to enhance business efficiency by integrating multiple layers into a single system, and that's precisely what Infoshape delivered for us."

Automation

"The vast majority of our administrative and back-end processes are automated, granting us real-time access with minimal manual intervention.  This streamlined process operates seamlessly, eliminating the need for emails or additional outreach. Tasks are completed and automatically routed to the next person in line for action, resulting in significant time savings."

Onboarding

"The Infoshape system has significantly streamlined our staff onboarding process, making it so much easier to onboard new hires and provide them with a clear understanding of the processes and tasks. In contrast to our previous system, which posed numerous challenges, the current system functions impeccably. This enhancement has not only eased the workflow for both staff and management but has also accelerated our growth potential."
We're here to fulfill your unique business needs.

Every business has its own special quirks and needs. We collaborate as a team to help you realize your goals, adapting constantly along the way.
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"We had a clear vision in mind. We aimed to find a program that would simplify everyone's daily tasks, allowing them to concentrate on delivering accounting services rather than completing paperwork. With Infoshape's system, we have successfully achieved this goal."
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Jessica Minkus

CEO Bookminders
250 hours
200-250 hours saved in Q1, 2023 within the quality assurance department alone.
+3 offices
Expansion from one office to four offices across the country.
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100%
Individual spent 25% of their job shuffling paperwork - that 100% went away.

Time Saved.
Resources Optimized.

Technologies

Here is a short list of some of the technologies and tools that we work with for this particular customer.
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Infoshape Software is a custom software development company. Since 2007, we have completed hundreds of projects for dozens of customers nationwide. Our approach provides reliable, scalable, and secure software solutions that can serve a wide range of industries and adapts to meet the unique business needs of our clients.

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