Elliott Davis was asked "Can you help us collaborate real-time and improve our access to accounting data?"
Context
- Leading investment company providing outsourced deal origination services
- Serves a range of industries across multiple types of transactions
- After 25 years of growth, the company needed a more flexible accounting solution that could adapt to user needs and improve access to information from any device (cloud-based application)
Approach
- Converted 16+ QuickBooks Desktop files to QuickBooks Online files
- Assisted in the set-up of QuickBooks Online bank and credit card feeds, and payroll integration as requested by management
- Assisted management with creating customized reports
- Provided up-training to ease user adoption
- Created a new QuickBooks Online company file and customized the chart of accounts specific to company needs
- Provide regular support to management on QuickBooks Online issues
Customer Impact
- Cloud storage: Improved data security and privacy and allows for better shared access
- Automatic updates and backups: Reduction in required manual activities
- Leveraging QBO's automated features to save time by reducing the need to enter data, clean up errors, and round-trip files
- Real-time collaboration helps maintain file version control, make informed decisions, and have timely conversations
- Mobile access for users to enter transactions
- Online platform provides flexibility for continued business needs from growth
We Can Help
For more information on how Elliott Davis can assist you and your business, contact a member of our team below.
The information provided in this communication is of a general nature and should not be considered professional advice. You should not act upon the information provided without obtaining specific professional advice. The information above is subject to change.
