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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 …
“Being able to see it on the dashboard in red, we are able to act faster. I can then get in touch with the client and say we need to …
“You no longer go home at night thinking, I hope that I got everything done that I was supposed to get done.”
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