Sonia D.

Solopreneur with multiple activities. Trainer, e-shop. A need for invoicing exists, invoices are generally made late and late at night. I intervene on:

- Creation of customer invoices: On Henrri software, creation of invoices so that the accountant can retrieve all the necessary information for the preparation of their administrative declarations. No more evenings spent on this task and no more delays.

Solopreneur who is overloaded with managing her company's back office in addition to managing client projects. A monthly need arises for:

- Invoicing of monthly, quarterly, and annual subscriptions

- Bank reconciliation to ensure the accountant has all accounting documents (sales invoices, purchase invoices, and payments)

- Customer follow-up, checking that payments are made and following up by email or phone if necessary

- Archiving on OneDrive, all her documents are grouped and well-organized in her own structure, no more searching for documents

- Updating her client projects on her WordPress website, which allows her to have a clean and up-to-date website for better visibility

- Creating forms on Tally with Notion integration, the goal being to collect customer information (especially for subscription renewals)

Solopreneur with a salaried activity in parallel and many projects in mind. Managing part of her back office becomes too much, and she falls behind on many things. I intervene on:

- Putting her products online on her e-shop so that her creations/products and stocks are up to date.

- Creating forms on Tally with automation (Notion and Make) to implement actions for collecting email addresses.

- Writing her weekly newsletters so she has advance planning and can focus on her new product or project launches.