Velan Accounting Team Assists A 3-Decade Old Service Company with Migration From Sage to Quickbooks, Cleaning up AP/AR, Streamlining Payroll and Restructuring Workflow. Accounting Services

Process:

Change in management of a 3-decade old leading residential inspection company in the east coast with a nationwide presence impacted their accounting activities, Payroll and required them to reengineer their financial processes.  

Challenges:

  1. Integration of Bill.com with Sage Intacct and QuickBooks and to clear the humungous integration errors in bill.com in a short period of time.
  2. To migrate the accounting system from Sage Intacct to online QuickBooks software in a tight time frame.
  3. Presence of many disputed accounts payable and accounts receivable transactions
  4. Complex and undocumented payroll and commission calculation processes
  5. Existing processes and reports not assisting the management to make financial decisions and to achieve strategic goals of the company
  6. Inefficient workflow resulting in less productivity.

Solutions:

  1. Velan accounting team with their experience in various accounting platforms and integration skills investigated and fixed the bill.com integration errors.
  2. Velan accounting team migrated the books to a new accounting software within the limited time frame to improve the efficiency of the system.
  3. The accounts receivable and payable were managed proactively and the disputes were resolved to meet the client’s operational goals.
  4. Velan accounting team assisted the client to streamline the work schedules, payroll and commission calculations.
  5. Velan accounting team interacted with the key resources of the client, analyzed the existing workflow, documented and replaced them with efficient processes.

Client Talk:

“It has been a pleasure to work with you and I appreciate your professionalism, dedication and all of your hard work.”

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