Velan Accounting Team assists a three-decade-old service company in migrating from Sage to QuickBooks, cleaning up AP/AR, streamlining payroll, and restructuring workflow.

PROCESS:
A 3-decade-old house inspection company with a statewide presence needed to re-engineer its financial processes due to management changes.

CHALLENGES:

Integrate Bill.com with Sage Intacct and QuickBooks, and resolve integration errors quickly.
To transfer the accounting system from Sage Intacct to online QuickBooks software within a limited time frame.
There are many disputed accounts payable and receivable transactions.
Complicated and undocumented payroll and commission computation processes
Existing processes and reporting are not aiding management in making financial choices and meeting the company’s strategic goals.
Inefficient workflow results in lower productivity.

SOLUTIONS:

Velan’s accounting team, which has experience with multiple accounting platforms and integration skills, researched and resolved the bill.com integration difficulties.
To increase the system’s efficiency, the Velan accounting team transferred the books to new accounting software within a short time frame.
Accounts receivable and payable were managed proactively, and conflicts were addressed to fulfil the client’s operating objectives.
The Velan accounting team helped the customer streamline work schedules, payroll, and commission calculations.
The Velan accounting team worked with the client’s key personnel to examine the existing workflow, document it, and replace it with more efficient methods.

CLIENT TALK:

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