Profitable Accounting Success Story

Customer Success Story

Firm Increases Billable Time with Results CRM

THE BACKGROUND: Profitable Accounting

Profitable Accounting serves the accounting and bookkeeping needs of small businesses. The company helps small business run more professionally, efficiently and confidently. Their three main services include QuickBooks Services, Tax Services and Business Services.

BUSINESS CHALLENGES

Unsatisfied with Previous CRM.

Profitable Accounting serves the accounting and bookkeeping needs of small businesses. The company helps small business run more professionally, efficiently and confidently. Their three main services include QuickBooks Services, Tax Services and Business Services.

Monitoring Contracts.

Management needed a way to closely monitor staff time so that contract quotas were not exceeded. Office and remote staff needed a way to document and track their time.

Managing Time.

Profitable Accounting knew that with the right tools in place, they could be more productive. They needed a way to decrease non-billable time, increase billable time and therefore increase income.

WHY RESULTS?

Time Management.

Users track time through the Results calendar & timesheet modules. Timesheets integrate with QuickBooks and the calendar integrates with Outlook, providing the owner with immediate visibility into billable time.

Time savings.

The seamless QuickBooks Synchronization eliminated double-data entry, allowing them to focus more on billable activities.d.

Responsive Support.

Profitable Accounting was impressed by the level of support received during their evaluation and purchase of Results. As a customer, they continue to find the Results Support Team extremely responsive and helpful.
Results has a unique combination of playing well with other programs and keeping track of details not available in QuickBooks. It has allowed us to significantly streamline our invoice, vendor and time tracking processes to increase our billable
time and bottom line.
Michelle Stephens
Phoenix, AZ
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FAVORITE RESULTS FEATURE

Profitable Accounting uses the QuickBooks Integration module to streamline their internal processes. This module allows them to Export Results Timesheets, Products, and Contacts into QuickBooks. The organization has saved time on double-data entry. Providing visibility of each client’s billable time has allowed them to focus on billable hours and increase their income.

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