QuickBooks Solution Provider Success Story
Visibility across assets
Elm Street Accounting, Carrie Christino's real estate accounting firm, faced challenges in consolidating information across different clients for customers who needed a global view of their properties, cash flow, and debt. They were stuck relying on spreadsheets for industry-specific functions—a mode vulnerable to human error.
Christino needed a single hub of operations, and a solution that could provide alerts when rent escalations occurred or loan terms expired to prevent missing critical information for clients.
"When I landed on the STRATAFOLIO website, I found the videos that demo the product. Watching the videos, I thought to myself, where have you been all my life?" — Carrie Christino, owner, Elm Street Accounting
Onboarding for success, training for confidence
STRATAFOLIO offers full service onboarding, knowing that their customers are busy people often working reactively. Co-founders and QuickBooks ProAdvisors' Jeri Frank and Uriel Barillas recognized that to help these business owners succeed, they needed to make onboarding as easy as possible.
The company follow up onboarding with extensive training in the day-to-day use of the solution. Their goal is to empower their customers to be able to do it on their own—to lay the foundation correctly and set them up for success.
"From the ground up, STRATAFOLIO has been built based on customer feedback. Our customers built the product." — Uriel Barillas, co-founder, STRATAFOLIO
Built on customer feedback
Frank and Barillas have a vision: to make STRATAFOLIO the leading provider of commercial real estate property management solutions for small to mid-sized businesses. And they know how to get there.
What have they heard again and again? People don't want to leave QuickBooks. It’s user-friendly, with robust capabilities. It’s a trusted solution that reduces complexity and offers a rich ecosystem with options such as payroll and payments. And QuickBooks is built for extensive support of third-party apps for customized workflows.
It’s that support of app integrations such as STRATAFOLIO that empowers developers like Frank and Barillas to solve for customers’ vertical-specific challenges—while eliminating the daunting and drastic prospect of a platform change.
"Our customers then really do get the best of both worlds, QuickBooks and STRATAFOLIO, to perfectly serve that niche market." — Jeri Frank, Co-founder, STRATAFOLIO
Moving forward, ready to grow
Christino thinks of her business timeline in terms of "before" STRATAFOLIO and "after," noting that the automation of manual processes has eased her mind and freed her time. The user dashboard in STRATAFOLIO—with role restrictions and designations for tenants, managers, maintenance, investors, and owners—brings everyone together and adds transparency. Christino's confidence in STRATAFOLIO and their continued support makes her comfortable taking on new clients and growing her firm.
About the QuickBooks Solutions Provider
STRATAFOLIO is an online software solution designed specifically for people who own or manage real estate, use QuickBooks, and want to streamline their operations to save time, increase profits, and reduce manual work.
At a Glance
QuickBooks Solution Provider (QSP): STRATAFOLIO
QSP specializations: Real estate
QSP applied expertise: Training | Application development | Data migration | Implementation
Customer: Elm Street Accounting
Location: Orlando, Florida
Industry: Real estate | Accounting
Solutions: QuickBooks Online, QuickBooks Payroll, and QuickBooks Payments
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