Customer Success Story T ell us about your firm and what makes you unique. My firm, BBK|beyond bookkeeping, positions itself as “new school bookkeepers.” We focus on a strategic approach: identifying issues, providing guidance and helping our clients apply their financial information effectively. In order to accomplish this, we have to deliver bookkeeping solutions that save our clients time and money while also creating peace of mind. The cloud plays a big role in this process. But that wasn’t always the case. In March 2015 after my maternity leave, I sat down with the firm’s director of operations to discuss the state of the business. We discovered that in order to create more efficiency and profitability, our firm needed to reevaluate the types of clients we worked with and we

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