SmartBooks Genie brings a whole new level of efficiency to your Client Accounting Services (CAS). With our seamless integration with QuickBooks, accountants will be able to enhance the client experience with minimal additional work on their part. Our accrual accounting module means you can say goodbye to time-consuming and error-prone manual spreadsheets.
Provide an impressive array of insights to your clients, all designed in an easy-to-read format.
By automating time-consuming manual processes and enabling centralized client management to get core work done accurately and on time, SmartBooks Genie will empower bookkeeping and accounting firm staff to upgrade the client experience with high-value advisory work.
Do you struggle with time-consuming Quality Control processes that produce inconsistent results? Our peer review workflows eliminate significant manual processes AND produce consistency that you can count on.
As more firms launch CAS practices, many are plagued with scope creep on their fixed price recurring service contracts that negatively impacts firm profitability. With our Client Profitability module, you can capture monthly transaction volumes from QuickBooks and actual services being delivered and map them against service contract assumptions. Professional reporting will aid in contract re-negotiations to ensure your profitability at the individual client and firm-wide level.
Request a 30 minute private demo to see how we can improve the efficiency of your client accounting services AND your firm’s operations.