Customer Stories

Set and Forget: How Cloud-Based Accountingprose Do Smart Business

Written by Eve Zaidan | Feb 26, 2021 1:26:15 AM

For the leading cloud-based bookkeeping and payroll service for small businesses, entering a new industry is typically a slow and meaningful process. When entering the world of Managed Service Providers (MSPs) for the first time, the answers weren't hard to find - Accountingprose were simply "sold before [we] even signed on," and it was only "exceptional" from there.


Challenge

Accountingprose is an award-winning provider of bookkeeping, payroll, and advisory services for small businesses in the United States. Based in Denver, Colorado, and Phoenix, Arizona, Accountingprose comprises a stellar team of heavily tech-focused "Superheroes" dedicated to equipping their clients with the tools, expertise, and guidance they need to grow their business (while leaving the financial stuff to the Accountingprose). 

When Founder, Enzo O'Hara Garza, the Chief Number Cruncher, first decided to enter the MSP industry, they commenced research into the scope of working with MSPs; they were determined to uncover the tools that could make their lives easier. In order to serve their clients' needs, they identified the tech-first demand for a tool that could translate the information from their PSA to their accounting package very quickly - and almost automatically. 

Solution

It was during their initial research into the MSP industry when Enzo found ConnectWise Manage. From here, "Wise-Sync just kept coming up again and again," and after reading several reviews and testimonials from users, to perusing a "well-branded and thoughtful marketing website," Enzo felt they were already "sold before [we] signed on."

After their setup with Wise-Sync, including Wise-Pay, Enzo declares, "it works exactly as advertised." Now, Enzo, a long-standing advocate of Xero, together with their dedicated team, utilizes ConnectWise PSA, Xero, Wise-Sync, and Wise-Pay to go "above and beyond" for MSPs - skipping all the "unnecessary busy work," everywhere from entering invoices and purchase orders back and forth, to chasing down payments. 

With these tools combined, Accountingprose frees their time, energy, and resources to prioritise higher-level work such as advisory and consulting, so that they can refocus their efforts on the greater profitability, financial efficiency, and overall growth of their clientele.

Results

  • Cost-savings of $104,000+ a year 
  • ZERO manual entry and transcribing, seamless account reconciliation and reporting
  • Time-savings of TWO days per week
  • STRESS-FREE and ERROR-FREE - no more "unnecessary busy work