Peak Advisers is honored to work with great companies like Webster Associates of Denver, Colorado on projects related to automating financial management systems and improving workflow and growth with applications that make sense.
Linsey Ashby oversees order and payments processing as well as customer service at Webster Associates, an industrial distributor of filtration products and filters. Their main customers are big industrial operations like power plants, pharmaceutical companies, manufacturing plants, and food and beverage companies.
Linsey spent some time talking with Peak Advisers about her company and how we have been able to help improve Webster’s financial management and operations with automation and QuickBooks products.
Peak Advisers: “What makes your business operation unique?”
Linsey Ashby: “Most people don’t understand what we do. We get into very specific, technical filter applications, and it’s pretty cool.”
Automation and QuickBooks make running your business easier
Peak Advisers: “How is automation helping you regarding the overall accounting and financial management activities for your company?”
Linsey Ashby: “We’re now able to download our banking activity directly into QuickBooks and see real time transactions, which we’ve never had before. So, we really enjoy that feature. It keeps us in tune with our expenses and deposits. We also like that we're able to email invoices directly to customers with a payment link that is in line with a secure portal with credit card or ACH.”
Peak Advisers: “We’re talking about the addition of Intuit Merchant Services. What were the goals of this project?”
Linsey Ashby: “We were looking for an easier way to process payments — credit card and ACH — and offer our clients a more secure way to pay and allow Webster more ease of accountability. This new process has really made it easier for us to track all of these things as well.”
Major time and money savings from automation and QuickBooks
Peak Advisers: “What are the benefits for you of the change to Intuit Merchant Services?”
Linsey Ashby: “It has saved us a lot of time processing credit cards and ACH payments. Our previous accounting software wouldn't allow us to process any payments so we would have to use a different program and enter everything manually into our accounting software. So instead of minutes per transaction, it's seconds. Which is a huge time savings.”
Peak Advisers: “This has had a big impact on your company.”
Linsey Ashby: “It was a full-time employee’s job. Now the accounting team has time for more tasks, which saves me time.”
Peak Advisers: “What do you want to accomplish next?”
Linsey Ashby: “Actually, there was a recent update which auto-matched our payments into our deposits. I hope there are more updates like that coming in the future just to make everything easier and automatic.”
Peak Advisers QuickBooks knowledge and automation services make it happen
Peak Advisers: “Would you recommend working with Peak Advisers?”
Linsey Ashby: “I found Peak Advisers in December 2018 before we got QuickBooks into place and I worked directly with Michael Wallace and he transferred over all of our data. We went live within a few weeks and it was very fast and easy. It’s always easy to get a hold of Peak Advisers and we always get great service and all of our needs have been met.”
“Anytime I need something with QuickBooks I just call Mike on his phone. He always answers and has an answer for me. So, it’s made my life a lot easier. QuickBooks has been easy to learn, it’s very user friendly and we enjoy that. The program is outstanding,” Linsey concluded.
Peak Advisers deep experience with QuickBooks and automation services will keep your business moving and growing as innovation in accounting and financial management takes place. Automation is critical to the success of any business these days and we can make it happen for you.