# Connected back office

Blueprint: scoped, not yet delivered. Deal to invoice to cash in one place, with weekly reports written for you.

## The problem
A deal closes in the CRM and someone re-keys it into accounting. Invoices go out late, overdue accounts get noticed weeks after they slip, and every Friday someone builds the same report by hand.

## What we'd build
Your CRM, campaign data and accounting kept in sync. An invoice is drafted when a deal closes, overdue accounts alert the right person, and a weekly brief on who owes what is written for you to approve.

## What would change
Invoices go out the day the work is won. Overdue accounts surface in days. The Friday report arrives already written.

Rough timeline: 7 to 14 days, once we understand your systems.

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Rockwall Partners · North Texas · (806) 433-2461 · anthony@rockwallpartners.com
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