In 2015 Creative Approach’s President and Co-Founder, Cale Kell realized their manual way of managing their finances on Excel spreadsheets was not going to work. With the 4x growth their company had experienced, they needed a better way. After using Quickbooks they quickly realized it was difficult to use, hard to understand, and fragmented for their business model, a one-stop-shop for print and social media marketing.

“Quickbooks Is Fragmented, Hard To Use, & Difficult To Understand”

Creative Approach was using Quickbooks, an on-premise platform developed for small businesses and limited in its features. While it served their basic needs, businesses growing with multiple locations or the need for real-time-specific information outgrow Quickbooks. Trusted CFO Solutions had a better way and a better tool called Sage Intacct, a vast improvement in Cloud-based, real-time, virtual platforms allowing their growing businesses to access information in ways only large Companies had access to five years ago. They were confident this system and tool would resolve the problems, and they were right.

As leaders and implementers of these advanced platforms in the Small and Medium-sized business markets ($5-200 million in revenue), Trusted CFO Solutions was the right fit to add these modern capabilities to this rapidly growing business. Creative Approach also discovered a super customizable tool that they could personalize so they could quickly see what mattered. At the end of the day, they got better insights quicker and more easily.

Creative Approach allowed Trusted CFO Solutions to lead the way and trusted them to assess and implement the new system. Once they got into Sage Intacct, they could easily see the benefit. Cale and his team had terrific communication with Trusted CFO Solutions and had the ability to reach out any time of day to touch base. In fact, they were encouraged to communicate explicitly. Migrating the data went well and made Creative Approach’s lives better since they had been doing it themselves in non-standard methods.

Creative Approach’s team was very excited about the implementation. While it was hard to transition from an archaic process to a streamlined and semi-automatic one, Trusted CFO Solutions was an excellent partner in helping with the transition. It was obvious to Cale that Trusted CFO Solutions wanted to help him and his team get to the next level. Overall, the experience was exactly as Trusted CFO Solutions said, painful to transition but beautiful on the other side. There is no looking back for Cale and his team, and they’re grateful to move forward. He also believes companies growing and doing the financial management internally and themselves need to stop and let Trusted CFO Solutions manage it using Sage Intacct.