Financial Cents, Shahram spent over a year interviewing hundreds of accounting firms to learn about the most significant problems when growing their firm. Through these interviews, he learned that as their team grew, it became difficult to run their firm from spreadsheets. The spreadsheets didn’t give them the real-time visibility to easily track the status of work, which caused work to fall through the cracks and missed deadlines.
"I feel like I'm more in control of what's going on. Tax season can get hectic and you feel like you don't know what's going on. And the fact that I can go and check on a project and see that we spoke to this person and check the notes and know where the project stands. I definitely feel like I'm in better control."
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