SOP workflow for accounting software integration with Spiro.

Attached is a roadmap for your future inquiries. QuickBooks or other accounting package.

✅ Recommended Stack (Simple + Proven)
• CRM / Jobs: Spiro
• Accounting: QuickBooks Online (or Xero if you prefer)
• Receipts & subscriptions: Expensify (optional but helpful)
• Automation: Zapier (optional, later)

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🔁 Day-to-Day Workflow (What Actually Happens)

1️⃣ Job comes in (Spiro)
• You book a shoot in Spiro
• Client, address, service type, and price live there
• No money tracking here — just sales + jobs

👉 Spiro = operational brain

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2️⃣ Client pays you
• Payment hits your business bank account
• Could be Stripe, check, ACH — doesn’t matter

👉 You do not manually log this

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3️⃣ QuickBooks (or other) pulls the money automatically
• Bank account is connected to QuickBooks
• Income shows up automatically
• You label it once:
• “Photo services”
• “Video services”
• “Drone services”

• “3D Services”

👉 This is where your CPA cares — you don’t have to

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📣 Marketing & Subscription Tracking (The Important Part for You)

4️⃣ Marketing tools & subscriptions auto-sync

Examples:
• Instagram ads
• Canva
• Adobe
• CRM add-ons
• Website hosting

These charges:
• Hit your credit card
• Flow automatically into QuickBooks

You categorize them once as:
• Marketing
• Software / Subscriptions

👉 Now you can answer:

“How much am I spending to get clients?”

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5️⃣ Receipts (optional but clean)

If you buy:
• Gear
• Props
• Mileage-related items
• Marketing materials

Use Expensify:
• Snap a photo of the receipt
• It sends it to QuickBooks
• No shoebox, no guessing later