As Controller at LionHeart, JeaNae Remala and her workforce are the important cogs that hold the again workplace operating easily, with the assistance of Accounting Seed. By means of their assist, the sphere workforce can deal with offering world-class service and fast response to purchasers.
“Our mission at LionHeart is absolutely to offer peace of thoughts to our purchasers in order that they know their energy techniques will not be going to fail them in instances of want,” stated Remala. “Within the occasion of a storm or system failure, we service the again energy answer that retains these essential buildings operating when the conventional energy grid is out.”
An Built-in Resolution Turns into a Should-Have for Progress
As a backup energy provider, LionHeart deeply understands the necessity for a back and front workplace answer that received’t fail them in instances of want. When their former strategy of mixing QuickBooks, Excel, and Outlook couldn’t sustain with the calls for of their purchasers, LionHeart knew it was time for a change.
“We would have liked to maneuver on and have a complete system that tied along with a CRM. Accounting Seed was the really useful accounting software program that was licensed and sat on the Salesforce Platform,” stated Remala.
Management had eyes on progress and the demand was there. As a way to serve the increasing buyer base, LionHeart couldn’t perform with out a totally built-in system. The hours spent on monitoring time in Excel, manually calculating labor on jobs, and compiling work orders, to then add into QuickBooks simply to export it once more… was all taking time away from serving extra companies in want.
“Not a factor was built-in, and we had no means to tug any kind of profitability evaluation,” stated Remala. “How might we set our sights on scale with all these piecemeal instruments? Transferring onto Accounting Seed and the Salesforce Platform gave us the capability to develop.”
And progress is strictly what they achieved. Since making the change to Accounting Seed and Salesforce, Lionheart has grown 40% with out having so as to add any extra accounting workers or constructing area. Now they’re able to analyze the information extra usually, and ask questions like:
- What are probably the most worthwhile areas we wish to pursue?
- What product strains are most worthwhile and most effective for our prospects?
- What areas ought to the workforce spend extra time on, much less time on?
“Earlier than Accounting Seed, we weren’t really in a position to measure KPIs about mission and product profitability. We couldn’t see oblique vs direct prices associated to work orders, how our estimators and gross sales reps are actually doing. We’re very lucky to have all of that now in an built-in answer,” stated Remala.
The Affect of Actual Time Information and Studies
With Accounting Seed’s single platform answer, LionHeart has tapped into the facility of seeing knowledge in actual time with true accuracy. But it surely isn’t the one profit that’s proved highly effective. Customized reporting and automatic recurring duties are the features Remala and workforce depend on each single day.
Remala jumped proper into the customized reporting software to make experiences with knowledge she will be able to belief. Now, she runs these experiences each month with the press of a button realizing the data displays a real GAAP monetary assertion. And, with dwell knowledge at her fingertips she will be able to use that very same knowledge to run administration experiences with the consistency that her administration workforce wants.
“I can create customizable experiences that my house owners wish to see. Now not am I exporting to Excel and spending hours reformatting the whole lot. That’s all been eradicated. And the elimination of errors and inconsistencies makes an enormous distinction for an accountant like me. I can now go to my managers with confidence, and know the information and experiences I’m offering are constant and correct.”
Moreover, the flexibility to tug knowledge collectively associated to tasks and product profitability enabled Remala and workforce to look at each facet of the enterprise. Now, the workforce might see what areas wanted enchancment and what areas might develop, resulting in extra strategic choices to attain 40% progress.
Along with the customized experiences, the out-of-the-box performance has helped LionHeart notice immense progress. Recurring journal entries, amortization, and payables are all key instruments that assist Remala know what the month finish will seem like effectively earlier than its closed. What used to take days now takes a couple of hours at most.
Change is Laborious, However No Change is Tougher
After working with QuickBooks for years, Remala’s workforce was hesitant to make the change to a brand new answer, even with the data that the present arrange wasn’t best. Many on her workforce had by no means labored with any accounting software program outdoors of QuickBooks, and, similar to any change in life, the change from a recognized, snug answer felt daunting.
“Many individuals right here used QuickBooks for years. However, as soon as they understood the construction of how Salesforce and Accounting Seed work – headers, line particulars, experiences, and so forth. – it grew to become routine. We’ve entry to much more knowledge, issues you wouldn’t have the chance to see in QuickBooks,” stated Remala.
Altering your day by day routine and the best way of doing issues is frightening at first, however Remala has nice recommendation for these in concern of diving into new know-how. “Take time to match the structure between the system you’re on and the system you might be contemplating. With QuickBooks in comparison with Accounting Seed, the pliability and customization made it clear that change was wanted and helped fend off a few of the opposition the workforce encountered.”
After implementing Accounting Seed and Salesforce with the assistance of Gimbal Logic, an authorized companion, LionHeart has zero knowledge residing outdoors the platform. No extra Excel spreadsheets, no extra post-it notes or written workplace memos. Each product element and job is in Salesforce and flows to Accounting Seed for bill processing and past.
Highly effective Options Allow Highly effective Buyer Service
Now having been on the Accounting Seed platform for 4 years, Remala seems to be again on all of the progress, optimistic change, and progress LionHeart has realized, and what a complete, built-in answer has enabled her and the workforce to perform.
“Implementing the Accounting Seed platform has given us the data, the capability, the effectivity and the effectiveness to fulfill our progress targets. And most significantly, it’s given us the flexibility to offer stellar customer support – and that’s important in our business.”
With the whole lot in a single system, LionHeart can focus their efforts on offering stellar buyer expertise, which is finally what makes their firm develop. Whereas LionHeart continues to maintain important companies up and operating, the Accounting Seed answer retains their enterprise operations operating seamlessly.