Are you growing your B2B business fast and your accounting software is slowing you down?
We help you assess the best options to maximize your profits
You have invested in Salesforce as your core sales and marketing systems to grow.
It is adaptive and scalable.
However, your accounting software is stretching at the seams.
It has been there from the start – but will it be there for the next stage of growth?
Some of the benefits of considering an upgrade include:
- Immediate reporting to pinpoint areas of growth
- Reduction in labor costs through automation
- Improved accuracy and timeliness of information
So what are the options to see if the benefits outweigh the costs?
- Get your team to do research
- Talk to vendors directly
- Get someone in to help
You might be thinking – to be honest, I am so busy with growing I don’t know which is best.
This is where Stephen and Abby can help.
Stephen and Abby will create a roadmap covering:
- A deep understanding of your current situation and pain points
- Assess your tech and team capabilities
- Show you what can be automated
- Give you a business case for staying with or changing your system
Stephen and Abby tick all the experience and certifications boxes. Their difference is their combined industry and implementation experience.
What clients are saying
We have successfully relied on consultants throughout the various phases of being Salesforce customers. We engaged with REV4 to automate financial transactions and provide guidance on financial processes. They provided both, and our organization realized cost savings from both the automation implemented by REV4 and the process changes informed by their experience. We appreciate the partnership with REV4, and we anticipate engaging their services in the future.
We chose to work with Rev4 because of their Salesforce and Accounting Seed expertise, as well as migrating accounting system data and re-vamping processes to better leverage the technology available. They were extremely patient with our team as we navigated changes in accounting processes that were in place for over 15 years and policies built for our legacy system.
In the midst of this project, our operations pivoted because of the pandemic which forced our accounting operations to move more online and remote. Because we chose Salesforce and Accounting Seed, we were able to complete our migration and improve functionality to support online accounting procedures. The foundation that Rev4 helped us implement allowed for changes in accounting procedures to support remote workers and continue operations.
If you are looking to move your accounting operations to Salesforce and Accounting Seed, Rev4 is a great partner to help you on this journey! Their knowledge, support and generosity was tremendous and I look forward to continued partnership and opportunities for growth.
We hired Rev4 to help us with a stalled Accounting Seed implementation. We had some unique architecture in our org that required customizations. Rev4 was amazing in the way they detailed the scope of what was needed, clearly communicated progress, provided outstanding and personable training along the way and has delivered us a functioning instance. They are an outstanding partner that I wish we had found sooner.
Stephen’s experience includes:
20 years in software architecture for operations and finance systems
Working for Wal-Mart Stores, Inc.
30 implementations covering:
- Automated invoicing, payment, and reconciliation
- Automated EDI integration between Retailers and Manufacturers/Distributors
- Automated replenishment based on safety stock and other configurable replenishment triggers
- Automated Project Accounting including revenue and cost accrual
Abby’s experience includes:
20 years in Public/Industry Financial Operations
Deep experience in Finance, Education, and Professional Services industries
Experience in establishing, maintaining, and continually improving general ledger, reporting, and AR/AP processes for $400M+ organizations
Combined Abby and Stephen will give you a business case that is practical, owner focused and value-orientated.
If the time is not right for a new accounting system, they will tell you when.
If they aren’t the right fit for you, they will recommend someone who is.
Come and meet them to see if they are the right fit for you.