Bookkeeper/Accountant
None of the systems I've used or are using now, have ever been able to provide me with real-time data. I feel it takes up so much of my time figuring out a current view of client financials. It has hindered me from making important decisions that needed to be made quickly. Goes into time-management issues, I have to put off other projects to dedicate time to this.
Summer
Priority level
I'd say it's med-high priority
Willing to pay for solution
I'd be willing to pay upwards of $50 a month or $500 annually.
Value Reasoning
It enhances efficiency, and accuracy, as well as promotes better time management. Thus, allowing more time for other work to be done. More completed work equals more cash-flow.
Current process
I collect data from various files, bank statements, invoices, payroll, etc... I have to make sure that all my entries are correct, and that reconciliation and adjustments are made to ensure accuracy. I plug information into a spreadsheet, only then am I able to communicate with my client and we can come up with a plan.
Flaw in current process
The reliance on manual data collection and entry. It can increase the risk of errors and requires too much time. It's the manual process that delays my ability to communicate with my clients in a timelier manner.
Impact
Attempts at solving
Ideal solution
Value reasoning
It enhances efficiency, and accuracy, as well as promotes better time management. Thus, allowing more time for other work to be done. More completed work equals more cash-flow.
