Fast Easy Accounting Shares How to Save Time & Increase Profits in Podcast

Fast Easy Accounting Shares How to Save Time & Increase Profits in Podcast

Do you feel like you’re losing more and more time to tedious manual data entry? Manually entering financial transactions is no easy task and often times robs you of time better spent growing your business and improving your business experience. So what if you could automate data entry into QuickBooks and save 90% more time in the process? In Fast Easy Accounting’s latest podcast, Randel DeHart speaks with Personable Inc. about ‘fast, easy’ ways to automate data from financial documents into QuickBooks.

“[ScanWriter] is a valuable resource to Contractors, Accountants, Lawyers and anyone who has a lot of data entry,” said DeHart in his podcast.

Click here to listen to the podcast and read the full article on the Fast Easy Accounting Blog.

 

 

Contractor’s Alliance Cuts Invoice Processing Time by 98%

Contractor’s Alliance Cuts Invoice Processing Time by 98%

The Plumbing Mechanical Sheet Metal Contractors’ Alliance (PMSMCA) is an alliance made up of several trade associations in the construction industry. They support plumbing, mechanical, sheet metal and air conditioning contractors and local industry. The PMSMCA members count on the alliance to act as their advocate, furnish educational opportunities, provide safety support and represent them when dealing with the public, government, other construction industry associations, manufacturers and labor. The PMSMCA processes six different construction industry funds throughout Wisconsin and serves 75 members and about 250 Industry Fund Contributors.

PMSMCA’s Challenge

Rebekkah Herrera has been working with the PMSMCA for 10 years as the Operations Manager of the Accounting Department. She is currently responsible for the accounting services for PMSMCA members, across 14 separate organizations. By mail every month, Rebekkah’s department receives over 200 invoices. One of her many responsibilities is to manually record the invoice data into QuickBooks software. Rebekkah found herself completely inundated with invoices, “I just didn’t have time for anything else,” she said. Entering data for up to three days every week, Rebekkah needed a QuickBooks integrative solution that would enter hundreds of invoices quickly and efficiently. In addition to data entry, the PMSMCA required a solution that would ensure total data accuracy, as the data drastically affects the financial involvement of the PMSMCA’s Industry Fund Contributors.

The Solution

The PMSMCA needed an automated data entry solution that would support a productive work place for their employees as well as a trusted financial resource for their members and industry funds. After investing in ScanWriter, Rebekkah is now able to process all of her invoices at once, while automatically integrating into QuickBooks and maintaining 100 percent data accuracy. Previously, Rebekkah spent up to three days a week manually processing invoices, but with ScanWriter, Rebekkah is able to enter all of the invoices at once at the end of the month, with the entire process taking about 2 hours. “Because of ScanWriter, we went from several days of work a week to only a couple of hours,” Rebekkah explains. “ScanWriter is quick and easy to work with.” ScanWriter not only cuts Rebekkah’s invoice processing time from 59 percent to less than 1 percent, but ScanWriter also ensures PMSMCA’s invoice data transfers clean and accurate, leaving Rebekkah to focus more on growing her business and less on data entry and accuracy.

PMSMCA’s Solution Benefits

Since implementing ScanWriter, the PMSMCA’s accounting department is able to focus more on serving their members and growing their department, since the amount of time they spent on invoicing tremendously decreased. “Our department just had two people retire, so I have even been able to take on some of their previous responsibilities and hire more employees,” said Rebekkah. In addition, the PMSMCA’s members and Industry Fund Contributors are better assisted as financial data remains consistent with 100 percent accuracy.

To learn more about ScanWriter request a free online demo!

Or contact info@personable.com/(800) 688 4281.

ScanWriter Expands Business for Golden Valley Accounting

Business Challenge:

As do many accounting firms, Golden Valley Accounting (GVA) was dedicating an enormous amount of time and energy into manual data entry. Too many hours of labor were spent entering data from client bank statements, credit card statements and invoices into QuickBooks. The Golden Valley Accounting team was spending 90% of their day on manual data entry plus the time spent checking and re-checking data for human error. “The time and cost of manual data entry” was our greatest business challenge, said Randell Toporowski, Owner at Golden Valley Accounting. Due to a lack of resources and time, “we were having to turn business away and those were costs we weren’t always able to recover.”

Solution Overview:

“GVA is always looking for opportunities to deliver a better product,” said Toporowski. That’s why the firm decided to invest in ScanWriter. Automating data from client bank statements, credit card statements and invoices into QuickBooks, ScanWriter provides GVA with a high quality data management solution. “As long as your settings are set up right in QuickBooks, ScanWriter automatically gets it,” said Toporowski. The software even recognizes the tax assignment for each transaction. Toporowski admits he has a “significant level of confidence” in the quality of data that he imports to QuickBooks. “We can take the data from 10 different bank accounts and move it in QuickBooks without any ramification,” he said. “We send just about every form of document through ScanWriter and we think it works great.” Recently a client came to GVA with 3 years’ worth of filing and accounting work to be completed. Thanks to ScanWriter, GVA was able to complete the project in 2 weeks. “What people do in a day we can do in an hour with ScanWriter,” said Toporowski. “Clients are surprised how fast we can get reports back out to them.”

Business Benefits:

ScanWriter helped expand GVA’s clientele base and shifted how they do work in the office. “I recommend it to every accountant I meet,” said Toporowski. With the time saved, “ScanWriter gave us the opportunity to take on more clients,” said Toporowski, “ScanWriter gives a small practice like ours the ability to deliver high volume quality work.” The Golden Valley Accounting team is looking forward to learning more features within ScanWriter and expanding their software knowledge for maximized benefits.

About Golden Valley Accounting:

Golden Valley Accounting LTD (GVA) is a private accounting firm located in Saskatchewan, Canada. GVA supports the bookkeeping and accounting services, reports analysis, tax preparation and beyond, for a client domain that stretches across an array of industries.

Save your business 90% more time and request a FREE online ScanWriter demo today!