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

With today’s technology, 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*

Application integration allows you to have real time data in minutes with efficient workflows

What is our approach?

We research 3rd party applications that may be best for you.

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.

Who can Benefit?​

​Any health and wellness provider who:

* who would like to streamline their workflows
* bring current technology into their practice/studio