Workflow & Systems Optimization
Simplify your back office with smart tools and smooth systems—so your business runs with more ease.
At My Zen Bookkeeper, we believe financial clarity isn’t just about the numbers—it’s also about the systems that support them. That’s why we help wellness professionals streamline their financial workflows using the right tools, integrations, and automations for your business model.
Whether you’re drowning in manual tasks or just ready for things to feel lighter behind the scenes, we’ll guide you toward a simpler, more strategic way to manage your money.
What’s included:
✓ Review of your current tools, processes, and workflow gaps
✓ Recommendations for smart apps (receipt management, bill pay, scheduling, etc.)
✓ QuickBooks Online integrations for seamless syncing
✓ Paperless systems to keep receipts, invoices & approvals organized
✓ Custom workflows tailored to your service-based business
✓ Light setup and support for the tools you choose to implement
We’ll help you eliminate inefficiencies, reduce manual entry, and bring more calm to your back office—so you can get back to what you do best.