Sort out your accounts with ease
Manon Forget, Ottawa, ON
Partner
Challenge
A business was not satisfied with the work of their former accountant and was struggling to find resources. Additionally, the company needed to be able to pull specific financial information from their system — but their software was only capable of providing the results in total.
Solution
Our team assessed the client’s needs before we got started by setting up a chart of account with ease. This chart of account could be adjusted to meet the client’s specific requirements — such as providing financial results by project and location. We also implemented Dext to maximize efficiency, reduce human error, and eliminate physical paperwork for the client.
Results
The business was able to receive timely financial reporting and analysis by leaving their bookkeeping to ease. Leveraging software such as Dext enabled them to increase efficiency and gain access to advanced analytical tools. The client now feels secure with the knowledge that our team is always able to access their file and provide additional support as needed.
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