As a field service company, it is not surprising that your offerings consist of several, if not many, types of services. Because of these variations, maintaining your accounting records at all times can be too cumbersome for business owners like you. Luckily, accounting programs like Accounting Seed can provide solutions to help your life easier. The field service industry is a dynamic one, so you need a dynamic platform that can handle your field service company’s bookkeeping and tax planning as your company grows. Accounting Seed works in harmony with your current process and workflows.
Manage Your Customers With One Platform
Your business relies on customer engagement. The ability to successfully track customer engagements is usually complicated. However, with Accounting Seed, you can setup, track, and manage a project with just a few clicks of a button. You can track the life cycle of your project to make sure that no plan gets forgotten or out of hand. By monitoring your projects, you are also assured that you’re never going over your budget. Accounting Seed makes billing hassle-free by simplifying the automation of your finances. It allows you to start new projects, establish recurring billing cycles, and establish subscription billing for recurring customers. With Accounting Seed, all these processes become clear and easy to manage.
Efficient Financial Management
As a field service company, you will interact with a variety of vendors. Accounting Seed allows you to manage your credit cards, purchasing, and accounts payable with a simple click of a button. You can configure your purchasing process and design PDFs, emails, purchasing forms, and other templates while seamlessly connecting with more than 14,500 credit cards and banks.
Your business requires you to interact with hundreds, if not thousands, of contractors and clients each day. Due to this, it is imperative that your field service company accounting ledger must be intuitive and analytical. Accounting Seed allows you to create a codeless general ledger that is easy to manage without the need for any programming expertise.
Real-Time Reports Across Your Business
The field service industry works in real-time, so you need a dashboard that offers a real-time view of your business’s performance and overview of your workflow and ongoing projects. With Accounting Seed, you get all of these and more. Its dashboards and reports provide real-time insights thanks to its dynamic financial statements. The platform is also designed with a point-and-click configuration in mind. With it, you can create translations for the configurations that reflect the current state of your organization, from workflow to approvals to process builders. Here at Fusion CPA, our field service industry CPAs are focused on providing business owners like you with specialized field service CFO advisory. We are ready to help you understand Accounting Seed and use it to maximize your enterprise’s financial potential. If you want to learn more about our field service company advisory services, click the button below to schedule a complimentary discovery call!
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