ADHD

The ADHD Company is a specialized coaching service provider offering professional ADHD coaching solutions through their platform. They manage a network of professional coaches delivering personalized ADHD coaching services to clients worldwide.

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About Zoho CRM

Turn Conversations into Conversions with Zoho CRM

Zoho CRM is an all-round customer relationship management tool designed to streamline sales, marketing, and support operations. With a customizable interface, automation tools, AI-powered insights, and seamless integration with your favourite apps, Zoho CRM helps you convert more leads and retain more customers—all in one place.

Challenge and Problem Statement

Financial Backlog and Compliance

  • Unrecorded transactions and unfiled tax returns since 2022

  • Risk of non-compliance and inaccurate financial reporting

  • Lack of systematic transaction recording

Manual Billing Operations

  • Time-consuming manual creation of coaching session invoices

  • Inefficient coach payment processing

  • No automated connection between bookings and billing

Financial Visibility Issues

  • Limited insights into division-wise profitability

  • Untracked coach billing discrepancies

  • Frequent capital injections needed due to cash flow issues

Expense Management Inefficiencies

  • Manual coach expense tracking and reimbursement process

  • Delayed reimbursements affecting coach satisfaction

  • No standardized expense submission system

Solution

Financial Records Restoration

  • Implemented systematic transaction recording in Zoho Books

  • Completed three years of backlog accounting within 2 weeks

  • Established accurate bank reconciliation processes

Manual Billing Operations

  • Time-consuming manual creation of coaching session invoices

  • Inefficient coach payment processing

  • No automated connection between bookings and billing

Profitability Analysis Framework

  • Developed division-wise profitability tracking in Zoho Analytics

  • Created coach billing audit system

  • Identified and eliminated $50,000+ in unnecessary expenses

Streamlined Expense Management

  • Deployed Zoho Expense with mobile receipt scanning

  • Automated coach reimbursement workflows

  • Integrated expense tracking with financial reporting

Our Process

How to get started?

Our Simplified 3-Step Service Process

1
Consultation and Customization

Begin with a discovery call to help us understand your business, biggest pain points and time consuming processes.

2
Implement

Next, we customize Zoho applications and integrate Zoho applications with your existing industry-specific systems to align perfectly with your operational goals and processes.

3
Track Progress

After implementation, we continuously monitor the performance against the set milestones and tasks through Zoho Projects

Ready to transform your business with Zoho?

Book a complimentary consultation today to explore how our tailored solutions can streamline your operations

Speak to a Zoho expert

Results

Metric
Improvements
Invoice Processing
Invoice Creation Time 95% reduction (manual to instant)
Monthly Close Time
Expense Processing 75% faster (days tominutes)
Commission Tracking
Cost Savings $50,000+ identified and eliminated
Expense Processing
Coach Payment Processing 85% faster with automation
Hours saved
30+ Hours Saved Weekly

Business Impact

Eliminated

Eliminated need for frequent capital injections

Complete visibility

Complete visibility into division-wise profitability

Enhanced

Enhanced coach satisfaction with faster payments

Improved

cash flow management

Data-driven

Data-driven decision-making capabilities

Business Impact

Unified view of customer data across sales, service, and operations teams.
42% improvement in average response time
35% faster query resolution
25% increase in first-contact resolution rate
Provides a cohesive environment for all business functions
Zoho Smart Business

Zoho Apps Used

"Automate Accounts transformed our financial chaos into a streamlined operation. Their integration of Zoho apps not only cleared our backlog but created an efficient system that saves us significant time and money. The profitability insights helped us identify and save over $50,000 in costs, while our coaches love the new expense management system and instant billing system. They've truly been instrumental in professionalizing our financial operations."

— Craig Marsh – Founder, ADHD Company

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Our Certifications

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Certificates & Achievements

Certified Zoho Partner for CRM

250+ Successful CRM Implementations
Trusted by 100+ Businesses
4.9/5 Customer Satisfaction Rating

We are here to help!

Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights

Address

285 Taunton Rd E, Oshawa, ON- L1G 7L1, Canada

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