Case Study: Big Bravely achieves streamlined client payments and improved operations with MoonClerk

A MoonClerk Case Study

Preview of the Big Bravely Case Study

How Sheri Guyse Improved Her Life Coaching Business By Consolidating All Her Client Payments Into MoonClerk

Sheri Guyse, founder of Big Bravely, runs a one-on-one coaching, workshop and group program business but was juggling a “ramshackle” mix of PayPal, checks, cash and Square to collect payments. That fragmented setup was inefficient, delayed transfers, and made it hard to share payment information securely with her bookkeeper while protecting client confidentiality.

Big Bravely consolidated all client payments into MoonClerk, using MoonClerk forms to handle down-payments and automatic monthly investments and exporting protected payment data for her bookkeeper. The switch made enrollment feel more professional, sped up and simplified payment collection, reduced administrative time, improved bookkeeping and client-data security, and gave Sheri ready access to quick, helpful support from MoonClerk.


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Big Bravely

Sheri Guyse

Life Coach and Founder


MoonClerk

133 Case Studies