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 and asked them to walk me through the process, step by step. The problem was in step four.
The thesis
A transaction should be captured once
The goal is simple. Data should flow from one system to the next without double entry, and without transactions getting lost or duplicated. It only needs to be entered 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. It's slow, and it's easy to miss things. The fix isn't more hours. It's connecting the systems so the comparing happens automatically.
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.