Key outsourcing benefit
Freedom to focus
Finding the Right Accounting Partner
Phase 1: How An Approachable Process Made Onboarding A Breeze
When Amy started using LiveTrust to help her get a handle on her trust accounts she realized she was in a bit over her head. “I needed help setting up Live Trust…They provided expert knowledge that was accessible.” Amy said. With minimal background, it felt overwhelming just finding the right words to use and ASAP supported Amy through the process of learning trust accounts.
After working with Amy on figuring out which services would best fit her individual needs, ASAP started getting her up to speed. “The first two months of the process were all about learning and getting me up to where I could participate in the process. They knew how to explain and interpret the software in layman’s terms.” With more confidence in her role, Amy was able to collaborate with ASAP on straightening out her accounts.
Accounting felt like an appropriate portion of the business to outsource because it didn’t change the heart of the business. It just provided more time to do the important stuff.
Owner | Red River Gorgeous
Phase 2: Problem Solving As A Cohesive Team
The next phase involved sorting out the details and problem solving. Throughout the process, Amy couldn’t help but feel supported. Knowing that she could follow up with a question anytime, put Amy’s mind at ease and made her feel like an integral part of the process.
Moreover, outsourcing the accounting logistics allowed her the freedom to focus on the business in ways that had more meaning to her. “Accounting felt like an appropriate portion of the business to outsource because it didn’t change the heart of the business. It just provided more time to do the important stuff.”
Phase 3: Finding A Rhythm
With the initial onboarding and trouble shooting out of the way, Amy settled into a rhythm with her team at ASAP. As she felt more comfortable with her stride, Amy noticed how much it helped having a team that was so willing to empower her. “I didn’t want to be dependent on them for everything and having more knowledge of our monetary situation was greatly enhanced. I know exactly where the trust funds are and how to ask informed questions.” With a more informed stance, Amy was able to ask the questions she couldn’t articulate in her earlier days.