Case Study: OTM streamlines billing and expense reconciliation with QuickBooks Advanced and commercial credit cards

OTM cuts billing time by 33.7% with Old Town Media

Old Town Media, a marketing agency and growth strategy partner, faced significant operational challenges with a cumbersome monthly billing process that took three days to complete. The misalignment between proposals and invoices required manual adjustments, and using a single credit card for all client expenses led to complex reconciliations. They needed a transformative solution to streamline these processes.

By upgrading to QuickBooks Advanced and partnering with their bank to implement a commercial card program, Old Town Media standardized their processes and transitioned to itemized invoicing. This solution led to a 33.7% decrease in billing time, annual labor savings of $5,733.45, and a dramatic 67.57% reduction in expense reconciliation time from 2022 to 2023.

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