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Case Study: One Firm's Big Win With QuickBooks Ledger

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“For us (QuickBooks Ledger) has been a financial win, a time win, an associate work-life balance win, a client experience win. It’s just checked so many boxes for us from a strategic perspective with our clients.”
Sharon Berman, Principle Rehmann

Download this case study to learn how QuickBooks Ledger—a new product offering for low-complexity clients—helped advisory firm Rehmann amp up their efficiency, bolster profitability, and enhance client and employee satisfaction.

After reading this case study you’ll understand how QuickBooks Ledger helped Rehmann:

  • Eliminate manual data entry through direct connections to bank and credit card feeds ensuring accurate and up-to-date records
  • Streamline financial management through automatic reconciliation features transforming formerly cumbersome workflows into efficient and error-reducing processes.
  • Provide monthly detailed financial analyses to clients enabling informed decision-making throughout the year for clients
  • Leverage QuickBooks Ledger to create clean books for taxes.

To speak with an Accountant representative about QuickBooks Ledger, call 1.800.225.4093

Case Study: One Firm’s Big Win With QuickBooks Ledger

Download this case study eBook to learn how QuickBooks Ledger helped advisory firm Rehmann amp up their efficiency, bolster profitability, and enhance client and employee satisfaction.

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