Case Study: Platinum Electrical to QuickBook

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    Overview

    Platinum Electrical is a small electrical business that is a franchise specialising in domestic renewable energy systems and solar powered systems. The owner David reached out to Oysterhub to help transition his business to assist with bookkeeping and accounting needs. Our goal was to help them save on lazy accountant tasks so that they can automate certain processes.

    About

    Client Name: David Smith
    Industry: Electrical
    Location: Sydney, NSW
    Size: 1- 10 Staff

    Platinum Electrical is a franchise business that provides residential and commercial electrical services through renewable energy sources.

    "The team at Oysterhub has helped me save around 8 hours per week, which I used to spend manually doing paperwork"

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    The Challenge

    There were a few business roadblocks that were in the way and Platinum Electricals had to overcome in order to improve their efficiency and put more time back in their pocket so they can partake in more effective practices.

    The Approach

    Using Quickbooks online systems that helped David with online client invoicing and automatic reminders to provide a real time overview of his businesses performance and cut down manual paperwork process. We realised that we needed to take a rather drastic approach to help Platinum Electricals reap the benefits from automation and simultaneously help transfer an abundance of information over to cloud based systems.

    "Our passion is helping people save time because we know people go into business ownership because they are looking for more time"

    The Results

    Finding the pearl

    Automation is the key to being able to invest more time into more effective procedures to help propel the business and organisation forward. Our goal was to help David and his company to do this.  Our first step was to transition all their systems to cloud based technologies. As a byproduct this would help them to have an efficiency in procedures and propel their business forward. We did this by moving their accounting and bookkeeping to Quickbooks, portraying to them how to use Receipt Bank and others.

    Due to automation and moving to cloud based systems Oysterhub has been able to help David save between 8-10 hours per week on unproductive tasks!

    TIME
    100%
    MONEY
    100%
    SECURITY
    100%
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    Article written by:

    Adarsh Dutt

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    I have never found a more passionate finance broker than Vik and his team at Oysterhub. We were about to lose our house when our business took a down shift. Vik saved us from getting a finance deal approved when banks shut the door at us. It's great to work with people who actually care about people not just profits.

    Joanne Sims NDIS Business Owner

    I have never seen someone more passionate tax accountant than Adarsh about wanting to help people save time on their menial processes - makes me wonder the experiences in business he has gone through but I'm not complaining I am thankful for it. He is the only tax accountant who has helped me save an extra 8-10 hours per week on lazy accountant tasks and facilitate in enabling me to put these tasks to more productive areas.

    David Smith Platinum's Electrical. Owner.

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