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Enhancing an Accounting Firm's Efficiency Through Strategic Automation
STRMS helped Harris Accounting Corp save time, reduce errors, and improve the accuracy and efficiency of their financial reporting.
Company Size
10-20
Industry
Accounting
Time Savings
10+hr/month
Manual Workflow Challenges
Joe Harris, Principal/CEO of Harris Accounting Corp, faced manual workflow challenges before partnering with STRMS:
Payroll Integration Issues: The firm struggled with integrating a large client’s payroll system, which involved 60 employees and a non-integrated payroll service. The process of manually processing bi-weekly journal entries through Google Sheets was both time-consuming and prone to errors.
CRM Invoice Management: Managing invoices from two overlapping CRM systems required meticulous elimination before they reached Xero, adding further complexity and workload to the process.
The Deployment Process
Joe shared that the deployment process with STRMS was smooth and seamless. They benefited from the team's expertise, which allowed them to focus on their core competencies while STRMS handled the automations. The STRMS team put together
process maps for each automation. The process maps (pictured below) showed the before process and what the new process would look like with automations. The automation tasks were carried out with minimal disruption, thanks to STRMS’s ability to understand and meet the firm's specific needs.
Automated Solutions by STRMS
Payroll Journal Entries Automation: STRMS automated the bi-weekly journal entries that were previously being manually processed through Google Sheets. This involved integrating a non-integrated payroll service for a large client with 60 employees, streamlining the entire payroll process.
CRM Invoice Management Automation: STRMS automated the process of eliminating duplicate invoices from two overlapping CRM systems before they reached Xero. This ensured that the invoices were managed efficiently and without errors, reducing the manual workload significantly.
"STRMS saved us significant time by automating our manual tasks, reducing errors, and speeding up our financial reporting to clients… Korey from STRMS really understood our cloud accounting needs, and the implementation process was smooth with minimal involvement on my part."
Joe Harris, CEO of Harris Accounting Corp.
With the success seen so far, Joe plans to integrate STRMS further into more client workflows. The firm recognizes the significant value STRMS brings in reducing manual tasks, minimizing errors, and allowing the team to focus on higher-level client needs, paving the way for future growth and efficiency.
