Case Study: JRK Financial saves 12 hours a month with LiveFlow

Jason Koscinski on Saving 12 Hours with LiveFlow

JRK Financial, founded by Jason Koscinski, provides bookkeeping and accounting services for SMEs across industries like eCommerce, restaurants, and HOAs. Jason needed an affordable way to automatically sync QuickBooks Online data to Google Sheets, reduce weekly manual imports, and keep custom spreadsheet templates intact as new data was added. LiveFlow’s Google Sheets Add-on was the solution he was looking for.

With LiveFlow, Jason was able to automate his reporting workflows and connect QBO to Google Sheets with minimal setup. He now updates live reports with a click, uses consolidated P&L templates to compare multiple entities side by side, and shares custom client reports more easily. LiveFlow saves him at least 12 hours per month, including about 4 hours on Friday mornings alone.

JRK Financial

Jason Koscinski

Accountant