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Management Technology

“Technology has changed the way we do business, however it is just tool. The fundamental of accounting has not changed. Don’t allow a tool to do your accounting or take the place of a knowledgeable and skilled accountant” ~ Lozelle Mathai, MBA, CFEI

Document
Management Technology

“Technology has changed the way we do business, however it is just tool. The fundamental of accounting has not changed. Don’t allow a tool to do your accounting or take the place of a knowledgeable and skilled accountant” ~ Lozelle Mathai, MBA, CFEI

Utilizing today's technology

Application integration allows you to utilize today’s excellent technology to get the real time data you need in minutes with extremely efficient workflows.

With modern capabilities, we can do almost anything on your phone. The days of data entry, collecting paper and working with two different systems are over! Workflows, receipt and document management and so much more can be done with a click of a button.

*Workflows include invoices, payments, bank statements, credit cards statement, loans, payroll, and other financial transaction can easily categorized and synced with your accounting software*

What is our approach?

There is a lot of technology out there, together let’s choose the one right for your health and wellness practice/studio. Utilizing the right technology will improve efficiency within your practice.

We provide customized one-on-one education, which allows you to learn the fundamental of not just the technology but how it integrates and affects your accounting software and cycle.

Click here if you would like to hear more about our financial education services.

Who Can Benefit?

Any health and wellness providers who:

Would like to streamline their workflows

Bring current technology into their practice/studio