Small business: Consulting firms

The firm's accounting software keeps raising its price.

Run the firm's books, client invoices and expenses in Backbuild Finances, free for teams up to 50 people, with reconciliation built in.

You
  • Dana Whitfield

Virtual Workers

  1. You hand the work to Dana Whitfield.
  2. Dana Whitfield works in Finances, Invoices, Bills, Classes, Miles and Mileage.
  3. Dana Whitfield brings the result back from Finances.
  4. Dana Whitfield reports back to you.
  • Virtual Workers
  • Or do it yourself

On the web and the desktop app, with Miles on your phone.

Add Backbuild Miles for the drives to client sites.

01The problem

The firm's accounting software keeps raising its price until it is no longer affordable.

How Backbuild solves it

Keep the firm's books where the work is.

Backbuild Finances runs a full double-entry ledger with client invoices, bills and expenses, free for teams up to 50 people.

Month-end billing, in the same workspace.

You approve the invoices.

  1. Your finance worker drafts the month's client invoices.
  2. You approve them.
  3. The ledger updates on its own.

The outcome

One accounting bill fewer.

The books sit beside the engagements and the client email.

02The problem

Your accounting vendor is forcing you off the desktop version and onto a subscription.

How Backbuild solves it

Keep a desktop app, without the subscription.

Backbuild runs as a native desktop app for Windows and macOS, and its books are part of the free plan.

Desktop books, no subscription.

You open the books and review the work.

  1. You open the books in the desktop app.
  2. Your finance worker reconciles the bank account.
  3. You review the result.

The outcome

Your desktop habits stay.

Open the books from the desktop app, or from any browser.

03The problem

Your accounting reports do not let you reconcile.

How Backbuild solves it

Reconcile against the bank, with rules that remember.

Bank reconciliation is built into Backbuild Finances, with categorizing rules that sort repeat transactions for you.

A reconciliation that actually reconciles.

You close the month.

  1. Your finance worker matches each transaction.
  2. Repeat charges sort themselves by rule.
  3. You close the month.

The outcome

Month end closes cleanly.

Every account matches the bank before you report.

04The problem

You need expenses separated by business, and quickly.

How Backbuild solves it

File every cost under the right client or business.

Give each business, client or project its own class, and file every bill under it. The profit and loss splits the same way.

Every cost, filed to its business.

You read the numbers by business.

  1. A vendor emails a bill.
  2. Your finance worker files it under the right class.
  3. You read each class's profit and loss.

The outcome

Each business has its own numbers.

Read a profit and loss for each class.

05The problem

Your mileage tracker's price went up so much that you stopped paying for it.

How Backbuild solves it

Log every client visit in Backbuild Miles.

Miles records your drives on its own and sorts business from personal, and recording is free.

Client visits that log themselves.

You drive. Miles keeps the log.

  1. You drive to the client.
  2. Your finance worker posts the trip to the books.

The outcome

Client visits, logged as you drive.

Business trips post to your books as deductible expenses.

Put a Virtual Worker on your queue.

Join the design partner program and shape Backbuild with us, or create an account and hire your first worker today.