Case Study: Direct Management streamlines bookkeeping and drives growth with Receipt Bank

How Direct Management Combined Bookkeeping, Consulting and Technology

Direct Management, founded by Diane Lucas in 2006, helps businesses become more efficient through bookkeeping and consulting. As the firm grew, it needed a better way to manage increasing client volumes, reduce manual data entry, and keep books accurate in real time across its QuickBooks Online-focused practice.

Receipt Bank helped Direct Management build a paperless, more efficient workflow by integrating with QuickBooks Online and streamlining receipt capture and data entry. The result was less chasing clients for paperwork, fewer administrative tasks, and cleaner books that accountants rarely needed to adjust; the improved systems also supported Direct Management’s growth to a half-million-dollar bookkeeping practice, with plans to reach AUD$600,000.

Direct Management

Diane Lucas

Founder