The ADHD Company

The ADHD Company is a specialized coaching service provider offering professional ADHD coaching solutions through their platform. They manage a network of professional coaches delivering personalized ADHD coaching services to clients worldwide.

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Challenge and Problem Statement

Financial Backlog and Compliance

Unrecorded transactions and unfiled tax returns since 2022

Risk of non-compliance and inaccurate financial reporting

Lack of systematic transaction recording

Manual Billing Operations

Time-consuming manual creation of coaching session invoices

Inefficient coach payment processing

No automated connection between bookings and billing

Financial Visibility Issues

Limited insights into division-wise profitability

Untracked coach billing discrepancies

Frequent capital injections needed due to cash flow issues

Expense Management Inefficiencies

Manual coach expense tracking and reimbursement process

Delayed reimbursements affecting coach satisfaction

No standardized expense submission system

Solution

Financial Records Restoration

Implemented systematic transaction recording in Zoho Books

Completed three years of backlog accounting within 2 weeks

Established accurate bank reconciliation processes

Automated Billing System

Integrated Zoho Bookings with Zoho Books for automatic invoice generation

Created automated coach payment calculations based on preset rates

Implemented real-time booking to billing workflow

Profitability Analysis Framework

Developed division-wise profitability tracking in Zoho Analytics

Created coach billing audit system

Identified and eliminated $50,000+ in unnecessary expenses

Streamlined Expense Management

Deployed Zoho Expense with mobile receipt scanning

Automated coach reimbursement workflows

Integrated expense tracking with financial reporting

Business Impact

Eliminated

need for frequent capital injections

Complete visibility

into division-wise profitability

Enhanced

coach satisfaction with faster payments

Improved

cash flow management

Data-driven

decision-making capabilities

Results

Metric

Improvements

Invoice Processing

Invoice Creation Time 95%

reduction (manual to instant)

Monthly Close Time

Expense Processing 75%

faster (days tominutes)

Commission Tracking

Cost Savings $50,000+ identified and eliminated

Expense Processing

Coach Payment Processing 85%

faster with automation

Hours saved

30+ Hours Saved Weekly

"Automate Accounts transformed our financial chaos into a streamlined operation. Their integration of Zoho apps not only cleared our backlog but created an efficient system that saves us significant time and money. The profitability insights helped us identify and save over $50,000 in costs, while our coaches love the new expense management system and instant billing system. They've truly been instrumental in professionalizing our financial operations."

— Craig Marsh – Founder, ADHD Company

Our Clients

AIM Insurance

AIM (Avon Insurance Management) is a leading insurance brokerage firm providing comprehensive personal and commercial insurance solutions across multiple locations. Their diverse portfolio spans auto, home, business insurance, and group benefits, serving clients across various range of industries.

Anabon Security

Anabon Security Inc. is a leading security products provider specializing in security equipment and solutions. They manage a complex inventory of security products with significant transaction volumes through multiple sales channels.

ADHD

The ADHD Company is a specialized coaching service provider offering professional ADHD coaching solutions through their platform. They manage a network of professional coaches delivering personalized ADHD coaching services to clients worldwide.