Achieve peace of mind with ease
Matt Bennett, Toronto, ON
Senior Manager, ease Cloud Accounting Services
Challenge
An established software company required additional support for its bookkeeping tasks. It had grown considerably in a short period of time and was now struggling with its year-end financial statements and other advanced bookkeeping activities. Additionally, other software companies were interested in purchasing the business, but it needed help to organize its financial reporting to support a sale.
Solution
Our team helped the company migrate to Quick Books Online to easily access its financial information. We also provided training to its bookkeeper to track deferred revenue and complete month-end closes, ensuring it provided up-to-date and accurate financial reporting for board meetings.
Results
The software company was able to save 30 hours a month on bookkeeping tasks through the training provided by our ease advisors. Its up-to-date financial reporting helped to support its fundraising activities. Our team continues to complete its bookkeeping tasks regularly and accurately — providing the company with peace of mind.