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✧ Case studY

Streamlining Virtual Bookkeeping Communications at Truly Bookkeeping

Discover how DocuPost helped Truly Bookkeeping enhance their virtual bookkeeping services, improve efficiency, and offer seamless mailing solutions for their clients across the country.

Customer Profiles

Names: Kelli Bagby (Founder and Owner), Lynette Marroquin (Virtual Assistant)

Company: Truly Bookkeeping

Industry: Accounting and Bookkeeping

Key Metrics

  • Sends a couple pieces of mail per week through DocuPost
  • Improved efficiency in sending payroll documentation and other client communications
  • Cost-effective solution for small volume mailings
  • Enhanced ability to manage client communications without interrupting workflow
  • Flexibility for remote work, eliminating need for physical office visits

Challenges

  • Need for efficient mailing solution for small volume, high-importance documents
  • Difficulty in managing mailings with a remote team
  • Time-consuming process of preparing and sending physical mail
  • Need for a cost-effective solution for varying mailing needs

Solution

Kelli and Lynette chose DocuPost for its affordability, flexibility, and ability to handle small volume mailings efficiently, particularly suitable for their virtual bookkeeping practice.

Key Benefits

  • Efficient handling of payroll documentation and client communications
  • Ability to send mail from anywhere, perfect for remote work
  • Cost-effective solution for small volume mailings
  • Improved workflow efficiency in managing client accounts
  • Enhanced professionalism in client communications

Results

  • Significantly reduced time spent on mailing processes
  • Improved ability to manage multiple client accounts efficiently
  • Enhanced capability to work remotely without compromising service quality
  • Cost savings on mailing operations

Testimonial

“I think what it offers is affordability too for, you know, small amounts or for one-off amounts or like it’s not a huge commitment to say like, I’m gonna use the service.” – Kelli Bagby

“DocuPost is convenient, it’s time efficient, and it’s great for virtual workers.” – Lynette Marroquin

Why DocuPost?

  • Affordability: Cost-effective solution for small volume mailings
  • Flexibility: No commitment required, perfect for varying mailing needs
  • Remote-Friendly: Enables efficient mailing operations for virtual teams
  • User-Friendly: Easy-to-use interface requiring minimal training
  • Professional: Maintains a professional image in client communications

Future Plans

Kelli and Lynette see great potential in DocuPost and believe that increased marketing efforts could benefit many other businesses in similar situations. They plan to continue using DocuPost as a key tool in their virtual bookkeeping practice.

Conclusion

DocuPost has proven to be an essential tool for Truly Bookkeeping, enabling Kelli Bagby and Lynette Marroquin to manage their client communications efficiently in a virtual environment. The platform’s affordability, flexibility, and remote-friendly features have significantly improved their workflow, allowing them to handle small volume mailings without the need for physical office visits. By streamlining their mailing processes, DocuPost has helped Truly Bookkeeping maintain professional communications with clients while operating as a virtual practice, demonstrating its value for small businesses and remote teams in the accounting and bookkeeping industry.