
Mattingly & Ott Financial Accounting
How Sammy Mattingly took morning reporting for 30 clients off his plate
Every morning used to start with 15 to 20 minutes of the same QuickBooks reports, saved and attached to the journal entry. That work is off his plate now, and he is using the time to take on clients who need more.
- 30
- Clients
- 15–20 min
- Every morning
- 5–10%
- Already saving time


