MasterPro Lighting, Miami LED systems SMB (2-person AR team)
Task
automate personalized invoice follow-ups synced to QuickBooks
Result
cash collected "20 times" jump ("$33,000 in 2023 to $700,000 in 2024"); "~500 personalised reminders every month"; "~40 staff-hours freed per month"; AR headcount stayed at 2
Tools
Upflow + QuickBooks Online
Setup
native QuickBooks sync (~5 min refresh)
parallel workflows for new invoices vs backlog
automated emails with manual tasks only when needed
LA boutique accounting/business management firm (entertainment clients + restaurants/medical); 35+ years
~25 hours/week saved on bill entry; managing partner saves 10–15 hours/week on review; grew client base same headcount; "cleanest statements" for tax prep (as stated)