If your firm runs on spreadsheets, email, and memory, you know these problems. Here is how CPA Buddy handles each one.
Client info in a spreadsheet, files on a shared drive, conversations buried in email, deadlines in your head — nothing talks to anything else.
See the solution Missed deadlinesYour filing dates live in a spreadsheet, a wall calendar, and your memory — so one overlooked date turns into a penalty and an awkward call.
See the solution Document chaosYou request documents over email, they trickle in one at a time, and you have no clean way to see who still owes you what.
See the solution Scattered communicationClient conversations are spread across personal inboxes, texts, and calls — so when someone is out or leaves, the history walks out with them.
See the solution No visibility into workYou cannot see which engagements are on track, behind, or over budget — so you rely on status meetings, and staff deadlines depend on goodwill.
See the solution Revenue leakageUnbilled time, delayed invoices, and forgotten charges mean work gets done but never fully billed — quietly eroding your margin.
See the solutionSet it up yourself this week — no IT, no consultant, no migration project.
