Bookkeeping Workflow & Software Support

accounting software for small business

Need to streamline your workflows, but have no idea what software to use?

Save Time, Energy, Money and Stress

At Pachira, we understand the importance of selecting the right tools, and we will guide you through the process to ensure optimal compatibility and efficiency.

We specialize in ClickUp and Dubsado implementations for bookkeepers and our systems experts can help you identify the best path forward whether you're starting from scratch, reworking what you have, or transitioning from another system.

We can guide you through a do-it-yourself implementation, complete all the set up for you, or anything in between.

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Your lead capture, proposals, contracts, invoices, and questionnaires all in one place with optional scheduling, automated workflows, and QBO & Zapier integrations.

Clickup logo

Organize your clients, tasks, SOPs, and templates. Use powerful task view filters to view tasks in almost any way you can imagine.

Rest assured, we are here to support you every step of the way. Once your new systems and software are in place, you’ll wonder how you ever managed without them!

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Customizable

 We’ll identify the most suitable systems and software for your bookkeeping business. We provide frameworks for managing & automating tasks, as well as fully-built custom systems tailored to your needs.

Business mentors

Flexible & Cost Effective

We offer flexible service levels to accommodate your specific needs, considering both your time and budget. Support is available whenever you need it at a reasonable hourly rate.

Icon of hand with curved arrow encircling a dollar bill above. Pachira's money back guarantee.

Money-Back Guarantee

We’re confident in our services and proudly offer a money-back guarantee.

To learn more about how we can help streamline processes, setup software and automate workflows:

Hear first-hand what it's like working with Pachira to streamline workflows and improve business processes.

Kerrie Maynes of Strategic Bookkeeping Solutions, talks to Becky about partnering with Pachira for help with software integrations and automating backend processes.  

Meet the Pros

Pachira bookkeeping professionals are “all in” when it comes to helping your business thrive!

Our committed systems department has invested significant time and resources into conducting thorough research and assessment of various software and tools tailored for bookkeepers. By engaging with bookkeepers on a daily basis, we have developed an extensive understanding of the industry's distinct requirements, covering not just task management but also areas like onboarding, automations, team management, and facilitating smooth client communication. You can rely on our expertise with confidence, as we deliver comprehensive solutions that precisely cater to the specific needs of your bookkeeping business.

Julie

Julie
Systems Specialist

"As a bookkeeper myself, I enjoy helping other bookkeepers streamline their tasks, SOPs, and workflows to maximize their efficiency."

I played a lead role in several large software implementations during the 15 years I worked in electronic health record management for Oregon’s largest provider of children’s mental health services. During this time, I developed a love for learning and implementing software and teaching others to use it effectively.

As a bookkeeper myself, I now enjoy using my software skills in the bookkeeping world to implement and teach other bookkeepers how to use CRMs such as Dubsado and TaxDome and task management systems including Asana and ClickUp. 

I understand the flow of bookkeeping work and the importance of helping bookkeeping business owners document and refine their tasks, SOPs, and workflows. I hold certifications from Bookkeeper Launch, am a ClickUp certified Expert, and a QBO ProAdvisor.

Photo of Amy, systems specialist for Pachira

Amy
Systems Specialist

“My Gen X upbringing informs my approach to technology which is a healthy blend of fascination, skepticism, humanity & humor.”

I am keenly aware of the need to use tech with purpose and not lose sight of tech as a tool in the service of humans, not the other way around. Today’s technology is amazing and the goals of the humans driving the process are key. And my Gen X upbringing informs my approach to technology which is a healthy blend of fascination, skepticism, humanity & humor. 

My role as a systems specialist at Pachira allows me to combine my experience running my own businesses with my background in coding, web design, and cybersecurity (GSEC, GCIH). I hold certifications in bookkeeping from NACPB and BL and am a certified Quickbooks Online & Payroll ProAdvisor.

What our clients have to say...

Additional Services to Grow Your Bookkeeping Business

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Daily-Operations Support

Our trained support staff includes bookkeepers and virtual assistants. We are ready to hit the ground running to keep up with your business’s growth!

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Bookkeeper Coaching

Imagine having your own personal bookkeeping business coach in your back pocket to help navigate uncertainty and tackle unfamiliar problems.

The Pachira Difference

When you partner with Pachira for your essential systems, you can expect:

We don’t just give you templates and pre-recorded videos to guide you through a DIY. We meet with you, discuss needs, provide recommendations, and then create the system that is best for you.

We offer flexible service levels to accommodate your specific needs, considering both your time and budget. If you have the availability, we provide a shell setup and personalized training, allowing you to handle the remaining tasks independently. Alternatively, if time is limited but you’re mindful of your budget, we offer a more comprehensive setup at a slightly higher cost. If you prefer a hands-off approach due to time constraints but have a solid budget, we can take care of the entire setup process for you. Rest assured, we tailor our services to ensure the perfect balance between time and cost, meeting your unique requirements.

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We want to help you, and we’re confident in our service, which is why we proudly offer a 100% money back guarantee. If, for any reason, you are not happy with our service, we will refund your full package price. All we ask is that you help us understand where we went wrong and how we can do better in the future. 

Stay in Touch