Financial systems advisory
If you're typing the same number twice, the system is broken.
A time card gets keyed once. Payroll runs, the entries land in your accounting software, and nobody retypes a report into anything. I find the places where a person is doing a computer's job by hand, and I rebuild the hand-offs so data is captured once and flows through.
Findings / 01
The million dollar credit card that didn't exist
A bookkeeper was posting expenses to a liability account, then paying the card by check. Same expense, entered twice, for years. Nobody caught it, because nobody reconciled the balance sheet. The tax preparer looked at revenue and expenses, built the return, and moved on. That's all they were paid to do.
So I sat down with the bookkeeper. Walk me through what you do, step by step. I took notes. Step four. There it was.
The thesis
A transaction should be captured once
We don't want double entry. We don't want transactions getting lost or duplicated. We want data to flow from one system to another. It only needs to be input once.
My clients got into business to do the things they love, not to manage a business. Then month end arrives, out comes the bank statement and a highlighter, and someone starts going down the list against the books. No wonder it hurts. The fix isn't more hours. The fix is connecting the systems so the comparing stops being a job.
ClientSynq
Sometimes the right tool doesn't exist. So I built it.
ClientSynq started as a customer portal. Your customers log in and see their invoice history and billing, live from the books, instead of calling to ask for a balance. Then it kept growing. Department heads got logins. Then file exchange, reclassification tools, data visualizations.
What it does best hasn't changed. It moves current, accurate information to the people who need it. A customer checking an invoice, a decision maker checking a department. Each user sees exactly what their role calls for. It's built for small and mid-sized businesses, and my own engagements run on it.