Cascade Consulting, a top-tier accounting firm, has integrated QuickBooks into its operations to optimize processes and elevate accounting standards. Discover their strategies for maintaining a competitive edge in today’s digital era.

Streamlined bank feeds

Unafraid to explore new technological avenues, Cascade Consulting embarked on their transition to QuickBooks when QuickBooks Online was initially launched in Australia back in 2013. The decision to shift from Reckon was primarily driven by the superior functionality of QuickBooks’ bank feeds. “The Reckon feeds weren’t satisfactory; they were hindering productivity, so I realized it was time for a change,” Karen remarked. “The bank feeds in QuickBooks Online proved to be significantly more dependable and allowed us to engage more closely with our clients.”

Customisable reporting

Karen and her team, eager to explore the full potential of their software, have uncovered the robust reporting features of QuickBooks Online. “We’ve evaluated various other options in the market and found the reporting features to be quite frustrating compared to QuickBooks. I thrive on maximizing software capabilities, and QuickBooks Online’s reporting is exceptionally powerful,” she explains. “I’ve developed some remarkable custom reports for my clients, enhancing their business decision-making processes.”

Best in class payroll

Recognizing the critical importance of accurate payday processing for her clients, Karen and her team have become adept users of QuickBooks Payroll powered by Employment Hero. “We’ve tried other payroll systems, and QuickBooks Payroll stands out as the top choice in the market. It’s truly the best. Payroll accuracy is paramount; if you make mistakes here, it can disrupt everything,” she emphasizes.

Time-saving integration

In their ongoing pursuit of innovative solutions, Cascade Consulting embraced QuickBooks Tax powered by LodgeiT in 2018, becoming early adopters of this platform. Transitioning from Reckon Elite Tax, they experienced significantly improved speed and efficiency in managing their tax workflow with QuickBooks Tax.

“The seamless integration between QuickBooks Online and QuickBooks Tax has transformed our workflow,” Karen mentioned. “To put it into perspective, LodgeiT saves me more than 50% of the time compared to what I used to do in Elite Tax. Additionally, the ability to access the software from anywhere has greatly enhanced the productivity of our entire team.”

Solid support

Cascade Consulting has consistently praised the support they received during their transition to QuickBooks Online and QuickBooks Tax. “While we often figure things out as a team, the support from both QuickBooks Online and LodgeiT has been exceptional. Their teams provide prompt and effective solutions,” they noted.

The switch to QuickBooks Online and QuickBooks Tax has proven highly beneficial for Cascade Consulting, resulting in significant time savings and increased productivity due to integration, customization, and online accessibility. When asked for advice to other firms considering an upgrade to QuickBooks, Karen emphasized, “In an accounting practice, there’s always a deadline, which can be a reason to delay. However, just take the leap—it’s worth it.”

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