Customer Stories

No More Looking Back: How IT Support Specialists Gained Real-Time Visibility

Written by Eve Zaidan | Dec 7, 2020 8:30:00 PM

Established in 2008, IT Support Specialists offer full-service support for businesses situated throughout the Northeast Ohio region, including IT consulting, project management and implementation, managed services, VOIP, and cloud services. They service clients everywhere from providing basic support, to a complete outsourced IT department for larger corporations.

Challenge

It was actually seven years ago when IT Support Specialists' CEO, William Barlock, first recognised the need for an integration between their PSA and accounting package. At the time, he trialed a competitor and fast became unenthused by their "workaround" solution. Barlock was then "stuck doing it the hard way for seven years," performing excessive manual entry, feeling frustrated, and desperately seeking an integration that could finally solve his unique business needs.

"I was just frustrated that I never had an accurate status of our numbers, and everything was a constant struggle, the numbers were always behind. So, if I were to run a report today - that report might’ve been to tell me about April, not about May… so I was always looking back two weeks, which in a small business - two weeks is a lot of time." 

Solution

Earlier this year, Barlock revisited the ConnectWise marketplace and discovered Wise-Sync and Wise-Pay. He booked a demo, where he then discussed his financial state of mind with one of our Customer Success Managers. IT Support Specialists moved from QuickBooks Desktop to cloud accounting platform Xero, and are now syncing both their accounting data and payments in real-time to ConnectWise Manage using Wise-Sync and Wise-Pay. 

Results

  • Cost-savings of $35,000+ a year 
  • x8 greater time-savings from 40 hours' spent on accounting each week down to just 5 hours a week
  • From paycheck to paycheck living, to attaining "full visibility into what [our] accounts receivable looks like
  • A brand-new office space, with plans to expand