Tired of chasing payments, losing track of estimates, or dreading tax season? In this practical talk, I’ll walk you through how small WordPress agencies (even solo developers) can implement a simple but powerful accounting system using modern tools and automation.

I’ll share how I’ve personally streamlined my entire client finance workflow—from estimate approvals to invoices, sales orders, and expense management—using Zoho Books and payment gateway integrations.

You’ll learn how to:

1. Avoid forgotten payments and late billing
2. Build a clear, trackable sales process
3. Automate follow-ups and recurring invoices
4. Integrate expense categorization and cashflow tracking
5. Manage your entire money flow—without hiring an accountant

This talk is perfect for agency owners, freelancers, and developers who want financial clarity, less admin work, and more peace of mind.

Presentation Slides »