Services
Innovative Business Solutions
Smarter Solutions For Your Business
Our expertise goes beyond traditional accounting. We don’t just manage your books, we listen to your challenges and find innovative solutions, often leveraging Smartsheet to streamline your workflow. From reducing manual tasks with automation to providing real-time project visibility, we help you work smarter, not harder. The possibilities are endless. Let’s find the right solution for you.
Solutions We've Created For Our Clients
How we’ve helped businesses overcome obstacles with customized strategies and efficient solutions.
Shipping Machinery
Problem:
Our client was shipping large machinery, but their accounting and management teams lacked full visibility into its status; whether it was in production, shipped, or delivered.
Solution:
We created a tracking system for the client.
- Alerts when the sales order came in
- Alerts when the machine status changes
- Robust list of items in production
- Alerts when machine ships
Bill Approvals
Problem:
The owner lacked visibility into vendor bills before they were processed by the accounting department, creating a disconnect between approvals and payments due to their separate locations.
Solution:
We created a bill approval.
- Every bill entered on the sheet via custom form with scanned attachment of bill
- Approval request sent to approver to review, approve, or deny
- Approver can approve from cell phone, without accessing accounting system
- Upon approval accounting alerted to enter bill into system and pay it
Tax Management
Problem:
A CPA office was managing hundreds of tax returns without a structured system to track their status, leading to inefficiencies in the preparation process.
Solution:
We built an application to organize client tax returns and due dates.
- Due date was created upon receipt of paperwork
- Auto alert sent to tax preparer
- System managed status from start to finish
- Dashboard created by preparer to oversee of status of all returns
Managing Employees in the Field
Problem:
The client needed real-time visibility into field employees’ tasks and time entries, with the ability to review and approve before payroll. Employees also needed a simple, mobile-friendly way to track time as they worked.
Solution:
We built a timecard system that could be updated via form.
- Dropdown list of client and task options
- Upon form completion, employer has the ability to review and approve
- At the end of the week, time is bundled, employee is paid, and client is billed
- Comprehensive log of all activities for reporting
How KNKBS Uses Smartsheet
Problem:
KNKBS evaluated many client management platforms, but none had the right combination of tools.
Solution:
We built a custom solution via Smartsheet.
- Manage all the recurring bookkeeping tasks per client with automatic monthly tasks created by the system
- Manage all the quarterly and annual compliance for clients with deadline alerts
- Manage one-time projects (such as cleaning up of books) utilizing update requests for easy updates
- Manage accounting conversions with request approval sign-offs from client at each milestone
- New client intake forms
- Dashboards by outstanding tasks and company data
- Use as CRM (contact relationship management) system data such as prospects and call backs, CPA contact information, and master client record sheet
Why We Love Smartsheet
Here are just a few ways Smartsheet can streamline your business operations:
- Project management and workflows in an easy to use system
- Manage tasks and deadlines
- Manage inventory in lieu of an inventory system
- Create approval systems
- Automatically send data update request via email
- Online spreadsheet with robust formulas
- Built-in AI to analyze data and generate formulas
- Collection of data to sheets through custom built forms
- Data collection utilizing secure forms
- Generate and automate reports
- Create and share dashboards
- Ability to easily attach files
- Desktop and mobile friendly
Client Spotlight
When I reached out for bookkeeping help, I was overwhelmed. My accounts were a mess—bank and credit card statements hadn’t been reconciled in months, my balance sheets didn’t make sense, and I was behind on payroll and sales tax filings. On top of that, my chart of accounts was so disorganized that I couldn’t pull any meaningful financial reports. I felt like I was flying blind.
From our first conversation, I knew I was in good hands. The team started by tackling the backlog, reconciling all my accounts and ensuring every transaction was accounted for. They brought my payroll and sales tax filings up to date, helping me avoid late penalties. Then, they completely overhauled my chart of accounts, making it clear and easy to understand.
Once everything was cleaned up, they walked me through financial statements that finally made sense. For the first time, I could see exactly where my business stood and identify areas for growth.
Now, I feel confident in my numbers, and with their ongoing support, I never have to worry about falling behind again. They didn’t just clean up my books—they gave me peace of mind and a clear path forward.