As a CPA, your clients are important. They’re the reason you head into the office each day and the last thing you think about when you leave each evening. You’re passionate about helping their businesses grow, as well as creating innovative new ways to utilize their hard-earned money. In short, your clients are your lifeblood.
QuickBooks, your accounting software of choice, used to be successful at managing your clients when they started, as there weren’t many metrics to account for. However, as they start to grow, they require newfound functionality that QuickBooks isn’t capable of providing.
Know when your clients have outgrown QuickBooks
Your clients have thousands of customers, an immense inventory, and multiple entities, which are unfamiliar territory to QuickBooks. You’re all too familiar with that, though; QuickBooks’ capped number of list entries, how difficult it is to manage inventory (if at all), and the time spent logging in and out of databases to manage multiple entities. In order to keep up with their exponentially-growing businesses, your clients graduate on to more advanced accounting applications, and they’re on their own from there. Now you have to lose clients because they out grew QuickBooks, and they’re out thousands of dollars for their new accounting system.
A mid-market cloud accounting software on the horizon
Lucky for you, you don't have to lose clients; there is a robust cloud-based accounting solution for mid-market businesses. It’s combined with enterprise features, but not the ERP price tag. These cloud ERP features grow with your clients, allowing you to nurture them during their initial business growth and when they’re making millions. Well, let me introduce you to Gravity Software's® (Gravity) cloud accounting system. Gravity is built on the Microsoft Power Platform (aka Dynamics 365 CRM). Why is this important to your clients? With Gravity, your clients will have just one user interface, one security model, and one common database to manage. There’s no wasted time replicating your data or managing sync processes. Gravity is structured to help manage and efficiently operate and grow with your clients’ business operations.
Gravity’s scalable features include:
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Unlimited Line Entries – Keep up with all your customers’ transactions without worrying about them being capped.
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Advanced Multi-Location Inventory Control – Know where your customers’ products are at all times, allowing more accurate inventory counts.
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Multi-Entity Consolidated Financial Reporting – Manage each of your customers’ entities in one database, with one login. No more logging in and out of separate databases!
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Personalized Dashboards – Created to display which metrics mean the most to your customers.
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Revenue and Expense Recognition – Record your customers’ revenue in the time that it’s earned.
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Subscription Billing – Automated billing on a monthly, quarterly, yearly, or custom basis.
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Time and Billing – Easily track time and expenses for your customers’ projects or jobs.
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Value-Added Tax Calculations (VAT) – When your clients conduct business internationally, Gravity accounts for both international and US-based taxes.
No matter what phase of business development your clients are in, Gravity can scale to their needs. With Gravity, it’s a win-win: your clients will have a robust business system that will reduce their overhead costs, while increasing operational efficiencies across the board. Your clients get the advanced features that they deserve, all for a price they can afford.
If you want to increase the lifespans of your client relationships and not lose clients, do your due diligence by scheduling a free online demo today!
Gravity Software
Better. Smarter. Accounting.
