How Greenspace Uses MoonClerk’s Payer Self-Service Features to Save Administrative Costs

Posted by Dodd Caldwell · Jun 10, 2015

Kelsey Iurato, of Greenspace, talks with us about how switching to MoonClerk helped her accounting service save administrative time and hassle every month.

Kelsey Iurato MoonClerk testimonial full size

Can you tell us a little about what Greenspace does?

Greenspace is a unique new way to look at bookkeeping and accounting – we help small business and franchise owners take control of their books!

We believe that as technology advances, so should your financial management – so we take great technology and pair it with real life bookkeepers to get great accounting and results!

What are your responsibilities at Greenspace?

I’m the co-founder (along with my sister – who’s also the master Accountant). We’ve worked together to build systems that make it super simple for business owners to understand and really appreciate good accounting!

How did you get started?

My sister and I are lifelong business partners – everything from lemonade stands to office cleaning! So, Greenspace was kind of born from that love of business – my background in Entrepreneurship and Applied Technologies and her Accounting background were a perfect fit!

What have been some key factors in growing your business?

We’ve been very lucky and have had great word of mouth recommendations! We focus on great customer service, which helps with not only retention, but also organic referrals.

What do you use MoonClerk for?

Our main bookkeeping and accounting services are monthly plans – we use MoonClerk as a seamless part of our sign-up process.

What problems did you have with your previous payment system?

We used another payment system before Moonclerk and, although it worked, it took a lot of setup, manual entry, and we had a ton of issues with automatic notifications and card updates.

How did these problems affect your business?

Not having automatic notifications or the ability for our clients to self-update their card info was a huge issue for us! We were spending valuable time tracking down clients to manually update cards, making sure everything was PCI Compliant and verifying that information was correct. There were times clients mistyped a number and we wouldn’t find out until the next month when the card was attempted to be charged.

What made you decide to use MoonClerk?

We found MoonClerk after a pretty extensive search for both affordable and easy-to-use systems to help manage our recurring billing. Since recurring billing is a core part of our business, we wanted it to be as streamlined as possible. We try to use the most effective and efficient methods in our accounting processes, and we wanted our payment solution to match!

What was your experience when switching and getting started with MoonClerk?

Switching over has been a painless process – we were able to manually set up clients as well as let clients onboard themselves!

What do you like about MoonClerk?

We absolutely LOVE the automatic notifications and the customizable forms that are easy to embed into our website or emails.

How has MoonClerk improved or helped your business?

MoonClerk has definitely helped our business – we have saved internal time and hassle dealing with monthly payment processing issues – but most specifically – the fact that the client can update their own information and that we can set rules for multiple automatic payment attempts has been invaluable!

Any advice for others who are in similar industries?

The accounting industry has steadily been moving towards a subscription-like billing method, and we say – embrace it!

 

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