How a Real Estate Consulting Firm Freed Up 50% of the Owner’s Time

Industry: Real Estate Development 

Business Type: Consulting Company

Before: 

The firm’s founder was ready to scale—but stuck. Manual invoicing, payroll, and expense tracking were consuming time and leading to costly errors, including underbilling a client by over $8,000. With no budget to hire staff, growth was stalling.

After: 

A customized invoicing automation was deployed, syncing directly with QuickBooks and the firm’s proposal records. Invoices are now created and sent automatically, with follow-up reminders built in. Once payment is received, the customer is added to the project management system and task workflows are triggered for the team.

The Impact: 

✔ $64K+ in annual time savings 

✔ 50% of the owner’s time reclaimed 

✔ Accurate billing and faster cash flow 

✔ Projected ROI of over $76K

Precision billing, zero effort. This firm went from cash leakage to cash confidence—without hiring a single new employee.