The Customer Journey & Billing: One Partner’s Story

4 Billing Best Practices

We sat down with 10-year strong ConnectWise partner, Amy Kardel, to talk about the customer journey and billing process at her business. As co-owner of Clever Ducks, a San Luis Obispo-based technology solution provider (TSP), she’s experienced the difference between a smooth billing process, and a not-so-smooth one.

4 Benefits of Billing by User

User Based Billing

Managing, monitoring, and billing your clients’ devices is only becoming more complex as technology evolves. According to one Gartner study, there are more than 6.4 billion connected devices worldwide. How’s a technology solution provider (TSP) supposed to manage even a fraction of that without superpowers?

3 Ways to Increase Billable Time Usage

Increase Your Billable Time

Technology service providers rely on billable time to be profitable. Often, businesses want to figure out ways to optimize the productivity of their staff members to increase profits.

3 Hidden Costs of Quoting with Excel

Hidden Costs of Sales Quotes in Excel

While Excel does many things well, the sad fact is that it simply wasn’t designed with quoting and proposing in mind. It doesn’t give you the tools to create interactive templates, develop a guided selling process for your sales team, or provide real-time insights into customer interactions with your proposals. All the time you spend…

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3 Benefits of User-Based Billing

Benefits of User-Based Billing

The IT Industry is constantly evolving; that’s the nature of technology. But even with a constant stream of development, there are practices still in use that are, well…antiquated. Device-based billing is one of those practices. It’s time to face it. The days of one device per user are long gone. Device-based billing doesn’t exactly set…

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Top 4 Billing Mistakes Most Companies Make

Top Billing Mistakes for Tech Companies

Customers who pay late can really throw a wrench into your company’s cash flow. But that’s not the only thing that can slow down cash flow velocity and make it harder to run your business. The sooner you bill, the sooner you’ll get paid—even by those late-paying customers! It’s a simple yet important principle.

Why You Need UserCentric Billing

Billing Per User with UserCentric

Change remains constant on the IT front and, let’s face it, a one device per owner world is a thing of the past. Unfortunately, billing-by-device isn’t.  And it can create havoc for you and all those clients with multiple devices who expect nothing less than seamless service at all times.

5 Accounting & Finance Best Practices (for Tech Companies)

Finance Best Practices for Technology Companies

One of the biggest threats to a growing technology company is poor accounting practices. All it takes is a dishonest employee or an honest miscalculation to send your bottom line into a nosedive. Besides appeasing Uncle Sam, you need the peace of mind that comes with knowing your business is in good financial standing. How…

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How This Software Company Doubled Revenue

Tech Company Doubled Revenue

It’s not unusual for tech companies to get off the ground depending on home-grown systems for managing their operations. For a while, everything is running smoothly. Then it happens. Growth trends up dramatically, but with a system not structured for volume, efficiency and productivity start to nosedive. Tickets are lost, billable hours fall through the…

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