In today’s digital age, selecting the right financial management software is crucial for small business owners. The proper tools can streamline processes, improve financial visibility, and ultimately contribute to the growth and success of the business. However, with many options available, it can take time to determine which platform best suits your needs.

 

Two platforms stand out among the various accounting platforms: QuickBooks Online and FINSYNC. As popular choices for small business owners, both provide a range of features designed to simplify financial management. However, through a closer examination, it becomes evident that one may offer distinct advantages over the other.

 

Overview of Quickbooks Online

 

QuickBooks Online, a product of Intuit, has long been a player in the world of financial software for small businesses. It offers functionalities ranging from invoice generation to payroll management, tax filing, and expense tracking. With a long-standing presence in the market, it has become a go-to choice for many small businesses. 

 

However, users have received growing feedback about the platform’s complexity and less-than-stellar customer service. This opens up an opportunity for an emerging player to deliver a more user-friendly and supportive alternative.

 

Overview of FINSYNC

 

FINSYNC is a platform that provides an all-in-one solution for small businesses. While FINSYNC also offers features akin to QuickBooks Online, such as cloud-based invoicing, payroll, and cash flow management, it sets itself apart with its emphasis on a user-friendly interface, superior customer service, and a partner network accessible to all business owners.

 

FINSYNC’s partner network offers a space where entrepreneurs can quickly find an accountant for tax assistance, a banker for loan applications, or an insurance agent for investment protection. This positions FINSYNC as a platform that delivers financial solutions and adds extra value in a way that QuickBooks does not.

 

The FINSYNC software takes pride in being more than just a tool; it is a partner committed to the success of small businesses.

 

In the next section, we will dive deeper into why small business owners increasingly favor FINSYNC over QuickBooks Online, focusing on real experiences and feedback from users who have made the switch. 

 

Testimonials and Success Stories

 

Banking

 

Assistant Branch Manager Heidee Draney holds the bond between FINSYNC and institutions such as WaFd Bank in high regard. She finds profound satisfaction in fostering connections with small-scale entrepreneurs and empowering them with essential tools.

 

 “My honest opinion is, I believe that every business can actually benefit from FINSYNC.”

 

“The pricing for Quickbooks is significantly higher compared to FINSYNC. This cost-effectiveness is another advantage, particularly for businesses in small towns looking to save money.”

 

“The best thing I like about FINSYNC is the accounting and cash flow management. These tools are incredibly valuable for small businesses.”

 

Value

 

Bob Hardy oversees accounting duties for Grace Abounds Rescue Mission and is keenly aware of the budget constraints inherent to non-profit operations. So discovering a platform like FINSYNC, which offers comprehensive services similar to QuickBooks but at a more budget-friendly price, is a significant win for his organization.

 

“One of the most important benefits we get from our FINSYNC relationship is the handling of our payroll and all federal and state payroll withholding and tax reporting. With the FINSYNC payroll processing system, it is incredibly easy and inexpensive!”

 

Hardy speaks highly of FINSYNC in terms of customer support: “The FINSYNC customer support is another strength for us. They are very effective and patient in helping us get set up and use the system. Since then, we have had very few issues, but if we do, they respond very quickly.”

 

Service

 

Sandi Purinton understands the value of exceptional customer service deeply. In the event of any software or financial management difficulties, she is reassured that FINSYNC’s support is merely a phone call, email, or chat away. This immediate assistance allows her to concentrate on the core operations of her bustling insurance enterprise, The Insurance Connection.

 

“As a business owner who actually works in the business, to have customer service on the phone when I have a question is a tremendous resource for me.”

 

“I was pleased with the support I got from FINSYNC. Your customer service manually updated items that weren’t syncing. It was really stressful, but when I reached out to FINSYNC, you were phenomenal!”

 

Payments

 

Siedah Mitchum wears many hats as an author, business mentor, and proud owner of Her Love Collections, LLC, a flourishing retail business with two locations in New York. In running her vendor store, she coordinates with around 80 vendors daily, making the transparency and ease of tracking payments and transactions a critical aspect of her operations. Since she embraced FINSYNC as a payment tool for her business, her experience has been overwhelmingly positive.

 

Siedah particularly praises FINSYNC’s invoicing feature: “The invoicing has been amazing! I can create templates and have everything pre-done, setting dates so the invoices go out automatically. I can also see when the payments begin to come out of my bank account. I also like the calendar, so I can see what days I can expect the money in or out.” 

 

The ease and efficiency have proven to be a triumph for Siedah, allowing her to focus on other critical aspects of her business.

 

Payroll

 

Elaine Smith-Poyourow is the driving force behind TLT – Tomorrow’s Leaders Today, an organization dedicated to equipping the younger generation with the necessary tools to navigate contemporary societies successfully. Managing payroll efficiently, including automatic deductions for state and federal taxes, was a critical need for her organization to avoid time-consuming calculations each pay period. Sandi’s experience with FINSYNC has been nothing short of positive in addressing this need.

 

“We are not in a position to start taking on payroll and tax reporting requirements. But this had to be done, and FINSYNC is a cost-effective way of doing that.”

 

“FINSYNC has allowed us to be more efficient and succeed without having a dedicated accounting role. It is just the push of the button at the end of the month, and payroll is done.”

 

Final Thoughts

 

It is clear that FINSYNC goes beyond merely a tool; it is a partner committed to the success of small businesses. This dedication to support and an all-in-one, user-friendly solution makes FINSYNC a superior alternative to traditional options like QuickBooks Online.

 

But don’t just trust our words. See the difference for yourself. FINSYNC now enables new users to utilize its payments and cash flow management features for free indefinitely. This commitment to user experience allows you to grasp firsthand and revolutionize your financial management. Make this stride towards better financial control, efficiency, and success with FINSYNC today.

 

Aaron Gogain’s journey has always been fueled by a deep-rooted passion for helping others. His compassion is heartfelt and sincere. It was something that came naturally to him. However, as he grew older, he wrestled with a difficult question. How could he turn this desire to help others into a meaningful career that would allow him to earn a living?

 

Amidst this uncertainty, the Duncan Graves & Lancaster Morgan Funeral Home opportunity emerged almost serendipitously. Running his own funeral home was never part of Aaron’s initial plans, yet it perfectly aligned with his empathetic nature and his desire to make a difference.

 

Eventually, Aaron discovered an essential partnership with FINSYNC. This intuitive digital platform has served as a reliable partner, providing him with much-needed assistance in managing the financial side of his business and guiding him through the intricate world of accounting. 

 

Tell me about your company and what inspired you to start.

My background is in accounting and finance, and I was looking at new investment opportunities. Someone in my network asked me if I would consider buying a mortuary. My wife was able to identify my compassion for people and desire to serve the community, which correlated well with this industry. 

 

This company was established in 1898. We have 3 different locations, and we recently completed our second successful year of ownership. I am happy to steward this unique opportunity.

 

What are some of the challenges you’ve faced as a small business owner?

It is a very demanding line of work from an emotional capacity. One of the challenges I face myself, and for my staff, is not to be consumed by the emotionality of the families we serve. It is hard at times because we give everything we have to our grieving families and to the communities we serve. There are times of the year that are very difficult and very busy. It is important for us as a whole to still be able to spend time with our own families as well.

 

We have different seasons that produce a challenge for us. Right now is a time of year we refer to as Spring Burials. We are in Northern Maine, and for six months of the year, the ground is covered in snow. So those that have passed during the winter, we provide services during the spring. There are multiple services every day for a few months. 

 

What prompted you to start using FINSYNC?

It was actually a relationship. My uncle is FINSYNC’s Payroll President, Dave Olsen. Relationships are important. FINSYNC has a good team that listens to its customers, tackles problems they might be having, and is willing to make the necessary adjustments. 

 

What are the biggest benefits your business has experienced using FINSYNC?

One of my favorite features is the ease of seeing my daily cash and where I sit. I can assess where I am and how I am doing; it makes it easy to keep up to date with all the transactions coming in and out. 

 

Have you used FINSYNC Customer Service?

Clark is excellent and has taken care of me with any issues that might arise. It feels very collaborative like we are making the system better together. Their willingness to make it work and continuously improve the FINSYNC accounting platform impressed us during the implementation process. I appreciate that I am being heard.

 

What financial institutions do you have connected to FINSYNC?

Kenyatta Trust is a smaller, local bank I use. I also use Spark Credit Card that auto-syncs with my FINSYNC profile. This sync saves me time because all I have to do is classify the transactions rather than input them. 

 

How does having FINSYNC connected to your accounts make your business life easier?

In the beginning, FINSYNC didn’t have the ability to do check writing. When I show up at a cemetery or a church, I need to be able to hand them a check. This was something that FINSYNC listened to, and the developers worked through so that I could have this feature. 

 

I currently have three W2 employees and quite a few contractors on our payroll. Everyone uses the timekeeping tool, making it easier for them and me. I know what is happening and don’t have to talk to them before I approve.  

 

What’s the best thing about being a small business owner? 

The biggest benefits are being able to make an impact in people’s lives and in the community. As well as have the resources and ability to do more than I could prior to being a business owner. Blessing someone on my team outside my team and making an impact on others has been the most important reward. 

 

What advice do you have for those thinking about starting their own business?

Be prepared to sacrifice, work hard, and make an impact in people’s lives. 

 

FINSYNC allows you to run your business on One Platform. You can send and receive payments, process payroll, automate accounting, and manage cash flow. To learn more about how we can help your business start, scale, and succeed, contact us today.

 

Heidee Draney, an Assistant Branch Manager at WaFd Bank, has a unique perspective on the challenges and opportunities small businesses face. Her branch is situated on the Nevada-Arizona border, a location that experiences high traffic during the winter months and slows down during the scorching summer months.

 

With a background as a small business owner, Heidee understands the pulse of businesses and has honed her intuition to anticipate their needs. Through asking questions, she guides her clients to make informed decisions, thereby building solid and trust-based relationships. 

 

Below is Heidee’s WaFd Journey as she shares her insights and explains why she endorses the FINSYNC Platform to her business clients for its ability to improve their cash flow management.

 

What do you enjoy the most about your job?

 

Working for WaFd Bank has been an excellent experience, mainly because I don’t work evenings, weekends, or holidays, affording me more time with my family.

 

Additionally, I appreciate the opportunity to meet new people and simplify their lives by identifying their banking needs, ones they might not have recognized initially. This includes areas like additional financing, long-term savings, and the recommendation of FINSYNC to manage their businesses to save them time and money.

 

Creating these relationships with my clients is something I enjoy doing. When you love what you do, you aren’t working; you are enjoying life.

 

What is your favorite thing about being on the WaFd team?

 

I love the branch where I work, which makes it fun to come to work. We are all really close and willing to help each other whatever we are doing. This makes for an easygoing day and takes the stress out of life. WaFd is a fantastic company for which to work.

 

How do you identify business owners that may be a good match for FINSYNC?

 

My honest opinion is that every business can actually benefit from FINSYNC—it’s just a matter of determining the right time for them. I usually find potential clients by driving around town or checking government pages for newly activated business licenses. However, the biggest method is by speaking to our current clients and uncovering what they might need, even if they’re unaware of it themselves. 

 

Sometimes, business owners don’t know what to ask. There is so much to know. So it is my job to ask and identify areas where my expertise can make a significant impact. In doing so, I can reveal which products will best benefit them.

 

What is your approach like?

 

I enjoy discovering how owners currently manage their businesses. By asking specific questions, I can gauge their business’s stage and evaluate their general management efficiency.

 

Do you think your customers struggle with other software solutions, such as Quickbooks?

 

Having previously used QuickBooks, it is easy for me to be able to revert back and determine if FINSYNC is a good fit for my clients. QuickBooks can be extremely overwhelming unless you have used it for years. When I first had the first demo with FINSYNC, I realized that it takes the guesswork out and is much easier to use than QuickBooks.

 

Additionally, the pricing for QuickBooks is significantly higher compared to FINSYNC. This cost-effectiveness is another advantage, particularly for businesses in small towns looking to save money.

 

I’ve heard success stories from my business clients about the time and effort FINSYNC has saved them. By learning the platform, they’ve been able to devote more time to their businesses. As one of my clients put it, “Without FINSYNC, I wouldn’t know what I was doing; now I can see I am going to survive the summer.”

 

What do you like best about FINSYNC?

 

The best thing I like about FINSYNC is the accounting and cash flow management. These tools are incredibly valuable for small businesses, providing real-time cash flow updates and projected income. It makes it easy for businesses to see if they can survive during the summer months. 

 

Here in Nevada, the summertime is our slowest season. Our snowbirds leave, and our accounts can decrease by up to a third. This is a retirement community, and many who own second homes leave when the weather becomes too hot. It’s reassuring to know that FINSYNC can help small businesses navigate and survive these challenging times.

 

What other “banking tools” could we provide to help you succeed?

 

I can’t really think of any, to be honest. FINSYNC has so many resource tools, not only for the client but for the bankers as well. I love the new Partner Portal. It makes it super simple to be able to log in and send our new referral videos that would benefit them. 

 

FINSYNC allows entrepreneurs to run their businesses on One Platform. They can send and receive payments, process payroll, automate accounting, and manage cash flow. To learn more about how we can help businesses start, scale, and succeed, contact us today.

The journey of entrepreneurship is seldom a straight or predictable one. Founders sometimes find their businesses evolving in ways they did not initially envision, and success often hinges on embracing opportunities as they arise. This beautifully sums up the entrepreneurial journey of Pat Tuure, the owner of Out There Web Designs.

 

Pat’s business story is not one that was carefully planned; instead, it’s a testament to the power of seizing the moment. A pivotal factor in Pat’s success narrative is the role played by FINSYNC. This digital platform has been instrumental in helping him manage and streamline his operations, providing a robust foundation upon which his dream continues to flourish.

 

Tell me about your company and what inspired you to start.

I started Out There Web Designs in 2010 and pretty much fell into it. I had a friend of mine that asked me to build a website. I had no idea how to at the time. I said yes, figured out how to build it, and never stopped learning from there. A few years ago, I started bringing on other team members. Now I have two W2 employees and four contractors. 

 

What’s the best thing about being a small business owner? 

I set my own schedule. You have many responsibilities as a business owner but also a lot of freedom. If I want to walk away for an afternoon, the work will still be there, but I can still walk away and take breaks when needed. 

 

What are some of the challenges you’ve faced as a small business owner?

The biggest challenges I run across are cash flow management and stabilizing the business in order to scale. 

 

What prompted you to start using FINSYNC?

My credit card processor, Jeremy Felix with BancCard, recommended FINSYNC to me. After the third time, Quickbooks Online raised their rates, I decided I was done. I asked Jeremy if he knew of another system. I also wanted to use a platform that included payroll in an all-in-one solution. 

What about the FINSYNC Platform attracted you to it?

FINSYNC is all-in-one, includes payroll, and the price is affordable. I own a small business, so cash flow management is always a concern. 

 

What financial institutions do you have connected to FINSYNC?

Clearent is my credit card processor through Swipe Central. The other two banks I use are Chase and a local credit union called Kemba. 

 

How does having FINSYNC connected to your accounts make your business life easier?

I use the income report because it has some customization that I can do. I have also used your customer service. Clark is great. I only had one issue with tax withholding, and he solved it quickly.

 

What are the biggest benefits your business has experienced using FINSYNC?

Not having to worry about payroll is a big benefit. I just have to make sure the timecards are entered correctly and everything is covered, then we are good. For the most part, Payroll works smoothly. Once it is set up, you pretty much don’t have to worry about it.  

 

What advice do you have for those thinking about starting their own business?

Learn everything you can. You need to have an accounting system in place because an Excel spreadsheet will not be enough. You need to have better tracking of your accounting and see a decent income statement so you know where you stand. As you grow, you want to hire an accountant and hire a coach. When you start growing, these are a must. 

 

FINSYNC allows you to run your business on One Platform. You can send and receive payments, process payroll, automate accounting, and manage cash flow. To learn more about how we can help your business start, scale, and succeed, contact us today.

Education is often considered the foundation of our future. Many believe it is vital to provide young individuals with the necessary skills and resources for success. Our highlighted entrepreneur suggests that traditional school methods need to adequately address essential life skills like entrepreneurship, team leadership, and advanced learning opportunities.

Elaine Smith-Poyourow established the nonprofit organization TLT – Tomorrow’s Leaders Today. She strongly advocates for the importance of empowering future generations with the basic skills required to thrive in the modern world. Elaine’s leadership has made a significant impact on the lives of many young people and is instrumental in shaping a brighter future for the next generation.

 

What prompted you to start using FINSYNC?

We were working with First United Bank, and we started the Payroll process. As a non-profit, we only have one paid employee. So, we were looking for affordability, convenience, and efficiency, and FINSYNC was recommended for it. 

 

What about the FINSYNC Platform attracted you to it?

David with First United Bank recommended it to us. We were not in a position to start taking on payroll and tax reporting requirements. But this had to be done, and this was a cost-effective way of doing that. 

 

Tell me about your company and what inspired you to start.

TLT – Tomorrow’s Leaders Today, is a 501C3 nonprofit organization. We are dedicated to developing youth leaders through education, collaboration, and mentorship with community and business leaders for the collective benefit of both the students and their communities. 

 

This started with me going through leadership classes and asking, “Why aren’t the youth being taught leadership disciplines in school?” Since COVID, it has morphed into more. Not only do we have leadership classes, but we have real-life skills, soft skills, higher education, and career readiness training. We support ages 13 and up for any of our classes and our free online library.

 

Additionally, we have an intensive 20-position internship program that covers everything from accounting to website development for ages 15 to adults for those living in Texas. This program runs three times a year, and it is our most popular program. 

 

What are some of the challenges you’ve faced as a small business owner?

Getting the awareness out there that we offer these opportunities. Also, getting people involved to support us and to bring this program further into the community.

 

What’s the best thing about being a small business owner? 

The reward of helping all these young and upcoming leaders of tomorrow be successful. Helping them get the skills they need to complete higher education or be self-sufficient and find a good job if they choose not to pursue higher education. 

 

What are the biggest benefits your business has experienced using FINSYNC?

The biggest benefit of using FINSYNC is the transparency and accountability and knowing that we are following all the regulations, FDIC, and IRS rules. It has been easy to be on top of all that. 

 

How does having FINSYNC connected to your accounts make your business life easier?

We are supported by volunteers. FINSYNC has allowed us to be more efficient and succeed without having a dedicated accounting role. It is just the push of the button at the end of the month, and payroll is done. 

 

What advice do you have for those thinking about owning their own business?

You have to look into the IRS laws along with local and state laws in your area. You need to research who your competitors are going to be and what makes you unique. If you are going to hire a staff, you need to plan for their salaries and taxes. Most of all, how are you going to process payroll? 

 

FINSYNC allows you to run your business on One Platform. You can send and receive payments, process payroll, automate accounting, and manage cash flow. To learn more about how we can help your business start, scale, and succeed, contact us today.

When starting a business, ambition isn’t everything. You must cultivate and understand your ‘why’ or your passion. Finding success will often prove difficult without a passion because that unwavering enthusiasm will give you the determination to make your dream come true, no matter what obstacles arise on your journey toward achieving greatness. With every new venture, it pays off to ask yourself: What is my purpose?

 

Jeannine Breedlove had a vision, which she put into action with her unstoppable passion for saving lives. Bob Hardy shares the incredible story of how Jeannine created Grace Abounds Rescue Mission, an influential non-profit striving to do good in this world every single day. 

What prompted you to start using FINSYNC?

We were looking at buying software and using local bookkeepers, but Lead Institute was a FINSYNC customer before they merged with Orchard, a faith-based non-profit in Atlanta. Orchard advises those who are interested in starting similar non-profits, and eventually, they ended up recommending this platform for our organization.

 

Do you have a financial institution connected to FINSYNC?

Most of our transactions go through our synced business checking account. Jeannine will go into the platform and categorize the transactions. This automatically syncs and is very simple to use.

 

Tell me about your company.

I am the Treasurer of a local non-profit organization called Grace Abounds Rescue Mission, which was started by Jeannine Breedlove. In the summer of 2021, Jeannine had a secure job as a children’s ministry director. She got to know one of the kid’s mothers that were involved with the ministry and were fighting a battle with drug addiction. This young mother was in a terrible cycle of going to rehab and then using drugs again over and over. Sadly, this woman was in a fatal traffic accident that cost her her life and left her children without support. 

Jeannine decided to do something about this. So she quit her day job without a life jacket and lived off her savings, eventually starting Grace Abounds. This is a two-year residential life and spiritual recovery program for women in the county. We now have a nice house in town, and the women are doing great. 

 

What are some of the challenges you’ve faced as a small business owner?

In the beginning, the challenge was not to reinvent the wheel. Jeannine had a friend in California who ran a similar program, and she created Grace Abounds, which was similar to what was working for them. 

Fundraising is always a challenge for non-profits. Unfortunately, the need for support is there in our community. We have slowly created recognition. Jeannine has given us legs, and we are now thriving. We are very grateful to Jeannine and this ministry. 

 

What are the biggest benefits your business has experienced using FINSYNC?

Simplicity. I am not an accountant by training, but FINSYNC was easy to navigate credit and debits and a financial management system. We found it to be very time efficient and easy to use. 

 

Have you utilized FINSYNC’s customer service?

Yes, your customer support is another strength for us. They are very effective and patient in helping us get set up and use the system. Since then, we have had very few issues, but if we do, they respond very quickly. 

 

How has FINSYNC saved you time?

One of the most important benefits we get from our FINSYNC  relationship is the handling of our payroll and all federal and state payroll withholding and tax reporting. With the FINSYNC payroll processing system, it is incredibly easy and inexpensive!

 

What advice do you have for those thinking about owning their own business?

If anyone is thinking about starting a faith-based non-profit, check out Orchard. Between FINSYNC and Orchard, we are able to touch the lives of people directly in our community. 

 

 

With FINSYNC, your payment transactions are updated in real-time as you run your business. Take control of your cash flow management today!

Customer success stories are an essential marketing tool for any business. They provide insight into customer experiences, demonstrate customer trust and loyalty, and can showcase customer advocates who genuinely believe in the potential of a product or service. 

 

Learn how to unlock powerful insights for your business by leveraging customer success stories. This article demonstrates the advantages of weaving these testimonials into your marketing strategy and gives step-by-step guidance on creating ones that drive conversions and build strong relationships with customers.

 

Advantages

Customers have an intimate knowledge of a product or service and can provide valuable insights beyond what a business can offer. As such, obtaining a customer success story is a powerful marketing strategy. Here are some compelling reasons why you should strive to create these today.

 

Building trust

Many customers want proof that a product or service can help them achieve their desired success. For this, customer success stories can be invaluable in building trust. By highlighting how your product or service has helped other customers, you show potential customers that your offering is worth their investment and provides tangible results. This serves to bolster customer confidence and drive more people to sign up for your product or service. 

Demonstrating value

What are the product benefits? How will it make your life easier? What perks are associated with the purchase? The answers to these questions can help convince potential customers to choose your business over competitors. Demonstrating the level of value shows how a particular product or service has positively impacted different customers. 

Humanizing your brand

To truly capture customer interest, it helps to humanize your brand. Crafting testimonials that feature real people and their experiences with your product can help bridge this connection. This effective method makes customer engagement more personal and genuine. Such stories put a face and identity to the customer journey of using your brand. 

Moreover, these customer stories build trust around your brand by making it more relatable and highlighting individual achievements in real-life scenarios. A customer-led approach is sure to attract potential customers, solidifying loyalty and helping to extend the reach of your business further.

Generating publicity

As a customer-focused business, you must let your audience know when there have been successes and victories. After all, customer loyalty is the basis of any successful business. Posting customer success stories on your website and social media is a great way to generate publicity and attract new clients. It shows that your services achieve the desired results, promote customer satisfaction, and can expand brand awareness.

Getting Started

• Tap into the power of word-of-mouth marketing by inquiring with your current customers about their experiences. Start out with a customer survey and ask your users if they would be willing to do an interview. Or sometimes, a simple email or post on LinkedIn could make it easy to start a conversation. Remember, you are also helping them by boosting their brand and potentially increasing site traffic.
• Before you spread the good news of a customer success story, remember to get permission first. This safeguards both sides and ensures everyone is on the same page. 
• Consider offering incentives such as discounts or freebies for customers participating in your testimonial program. The goals are to encourage more participation and increase engagement levels.  
• Crafting customer stories with an emphasis on success makes customers feel valued and presents potential customers with a relatable vision of what they can achieve. By spotlighting the product/service’s impact instead of simply providing facts or features, you create engaging narratives that inspire others to reach their goals.
• Consider collecting video testimonials from happy customers. Showcase the voices of your customers and spread a message that truly resonates.
• Feature your customer stories on your digital platforms – blogs, social media, email newsletters, and websites. This will help spread the word to both existing and future customers. 

 

Conclusion

With your customers’ success stories, you could unlock a powerful tool for your business to help grow and retain long-term relationships with new and current patrons. When done right, these tales can draw in more leads while creating loyalty amongst those already working alongside you. 

Take time to develop engaging narratives showcasing how past clients have succeeded through using your products or services. Reap this vital reward by beginning to leverage customer success stories today.

 

Try FINSYNC’s accounting software with no upfront cost. The all-in-one platform allows you to create, review, and make transactions while simplifying your cash flow management.

 

Dianne Pasiemiak is a WaFd Banker based in Las Vegas who focuses on small business support. For Dianne, providing this service is more than just a job; it’s a passion project that involves helping the entrepreneurs of her beloved city. As an avid outdoorswoman, Dianne takes full advantage of all the natural charms Las Vegas offers. At the same time, connecting business owners with products and services that WaFd Bank utilizes to help small businesses establish and grow.

In particular, she recently met with Caked Las Vegas owner Ricky Gudino. She presented him with an opportunity to take his business to the next level by introducing him to FINSYNC. An all-in-one financial platform engineered for effortless invoicing and accounting processes.

 

 

Without an efficient digital invoicing system, Ricky’s shop experienced a lot of difficulties. From keeping track of orders to delivering cakes for wedding celebrations that had already been canceled weeks before. They needed help! That is why Dianne recommended they switch from their previous paper-based payment processes to FINSYNC and ensure smooth success with each customer experience.

Managing money can be one of the trickiest parts of running a business, but with FINSYNC, business owners no longer need to worry about keeping track of their accounts. Automated payment reminders allow entrepreneurs to stay on top of due dates, ensuring straightforward transactions and timely payments. Managing cash flow has never been so easy; just a few clicks and owners can process payments online with minimum effort.

 

 

When Ricky found FINSYNC, he was able to leverage the all-in-one platform to automate his most tedious tasks and customer payments, which saved him a significant amount of time and money. Furthermore, the access to real-time financial information that FINSYNC provided enabled Ricky to make quicker and more accurate decisions when it came to managing his finances, helping him optimize his resources to help ensure prosperity in the long term.

Best of all, Ricky no longer has to wait for customers to pay him. FINSYNC’s CollectEarly™ helps take the hassle out of getting paid and lets Ricky focus on expanding his business. With CollectEarly, Ricky no longer needs to worry about when his customers will pay him; he can have the money in hand almost instantly. As more businesses discover the convenience of FINSYNC’s CollectEarly system, cash flow management is becoming easier than ever before.

 

 

The next time you are in Vegas, visit Caked, and order custom cakes, gourmet cupcakes, desserts, and so much more for any occasion. Drawing in some top A-list celebrities like J-Lo and Lil Wayne, everything is made fresh with extreme attention to detail and delivered straight to your door. So if you’re looking for something unique for your next celebration or like indulging in some yummy goodness, visit Caked today.

 

 

Take your business to the next level, and check out the FINSYNC Resources page. With a few helpful tips and tricks, you could be one step closer to having your success story featured.

Small businesses often have limited resources and must react swiftly in order to survive, so knowing how and when to pivot is critical. Pivoting means adjusting your strategy on the fly in response to customer surveys and feedback, new market developments, or changes in customer behavior. It is not merely about reacting to external forces; it is also about being proactive and staying ahead of potential problems by anticipating what could happen next. 

 

Being able to pivot easily is one of the essential skills Siedah Mitchum has learned over the years. Siedah is an author, business mentor, and current owner of Her Love Collections, LLC, a retail store that creates and sells soy wax crystal candles. In addition, Siedah has opened her store to partner with other local vendors to provide an array of art and merchandise to help support her community. Read more about her business below.

 

Tell me about your company and what inspired you to start

I started making crystal candles, which I paired with my first book, I am Love – Learning to Love Yourself and Tap Into Your Power. The candles were a great way to support me during my journey.  

 

I took these candles to farmers’ markets or any company that allowed a small business to pop a table. After the pandemic, people were ready to get out, and I wanted to take advantage of this. I met a lot of vendors every Saturday and Sunday and eventually decided to start my own vendor store.

 

Now, we have two locations, one in Troy, New York, and another seasonal store in Crossgates Mall in Albany. 

 

What are some of the challenges you’ve faced as a small business owner?

Marketing has changed tremendously regarding getting people to come indoors and shop. I think this is one of the biggest challenges with retail right now. People have been comfortable with online sales. Comparing previous years to now, there is a big difference in holiday sales. 

 

What’s the best thing about being a small business owner? 

The best thing about being a small business owner is being able to create. I have very few restrictions that I have to abide by versus if I were an employee. So I can be creative in a specific environment and uphold a certain level of customer service. It is important that I can talk to my customers and get instant feedback while creating these ideas, like a new line of candles, for example.  

 

What prompted you to start using FINSYNC?

I was introduced to FINSYNC through SEFCU Bank, State Employees Federal Credit Union. They partnered me with BancCard for merchant processing. FINSYNC came highly recommended. Zac Kuzara with BancCard mentioned that FINSYNC is a place to complete invoicing with my vendors. I have about 80 vendors between both locations, and they rent space to have their stuff on the shelves. Therefore, I needed to be able to invoice all of them on the first of every month.

 

What are the biggest benefits your business has experienced using FINSYNC?

The invoicing has been amazing! I can create templates and have everything pre-done, setting dates so the invoices go out automatically. I can also see when the payments begin to come out of my bank account. I also like the calendar, so I can see what days I can expect the money in or out. 

 

How does having FINSYNC connected to your accounts make your business life easier?

The customer service has been amazing for email, chat, or phone. FINSYNC makes my life easier. It saves me so much time and is worth it! Since Day One, I have had tremendous help. I am a big stickler when it comes to customer service, and this is the only thing that will make or break a company for me. I have absolutely had a fantastic support experience with FINSYNC from multiple people. 

 

What advice do you have for those thinking about owning their own business?

Learn to pivot. Sometimes, having that 30% of capital available can provide options when you need to change it up. 

 

FINSYNC allows you to run your business on One Platform. You can send and receive payments, process payroll, automate accounting, and manage cash flow. To learn more about how we can help your business start, scale, and succeed, contact us today.

 

Change can be intimidating, especially when it comes to something as crucial as your business. But taking a risk and venturing out of the box could result in great rewards; just ask WaFd Branch Manager Laurie Gable. She has seen first-hand how FINSYNC’s platform can immensely benefit businesses; by streamlining processes and saving time & money.  

 

To help her clients sync up their financial management, Laurie has found that FINSYNC is user-friendly and will lead to long-term savings. But many businesses are hesitant to leave their comfort zone and try new solutions, even when the potential rewards may be significant. Business owners often opt for the status quo and shy away from new technologies. But true success happens when small business owners revolutionize how they manage finances. It is time for a financial revolution! 

 

Read on to find out how Laurie helps entrepreneurs break away from routine and unlock previously unseen possibilities for success.

What do you enjoy the most about your job?

I enjoy my job as the branch manager. I think it is mainly because I love the company I work for. I have been working in the industry for many years, and this journey with WaFd Bank is probably the most enjoyable in my entire career.

 

What is your favorite part of being on the WaFd team?

I never have to take my work home, which for me creates unnecessary stress. Sure, there are certain issues that I think about when I get home because I deeply care about my clients. But as far as taking stress home with me, I don’t feel that kind of stress at WaFd. I have worked in companies where I would wake up at two in the morning trying to figure out a problem, which was just too stressful. It also helps that we don’t work weekends, that means a lot to me. 

 

How do you locate business owners that may be a good match for FINSYNC?

I am newer to FINSYNC and am transparent with my clients about this. I have seen the products and demos, and if I were a business owner, I would want to have the FINSYNC rep explain everything to me because it looks so awesome. I tell clients they should just try it because it may or may not be a good fit for them. At the same time, we encourage their feedback. That will help us since we are still in the learning period.

 

What has helped you understand FINSYNC?

Even though it is new, we already have seven referrals in just a few weeks. There is definitely a demand. I think the demos have really helped us to get the ball rolling. So I have recommended that other managers try a demo at least because that will provide so much information. Especially since there is a lot of demand in the market right now. Some bankers are afraid to bring it up, and they fear that they don’t know enough about it. 

 

I also recommend FINSYNC to our customers who may need more time to be ready to switch from Quickbooks. Often when they say they like Quickbooks, it is all they know, and signing up for a new system seems complicated. So I tell them to give it a chance and do a demo. Because they are probably going to like this a lot better than Quickbooks, and there is a lot more to offer. 

 

How do you locate your small business customers?

Sometimes I catch them off guard when they don’t know I work for a bank and approach them more naturally. For example, yesterday, I was in a jewelry store getting some batteries for a watch. The worker was trying to run my card through a POS merchant, which took a long time. I then handed her my WaFd business card and told her we needed to get her a better merchant services device, and when she was ready to give me a call. 

 

What do you like best about FINSYNC?

What I like so far is the customer service. The two people in my office who are also familiar with FINSYNC have given me the same feedback: your customer service is hands down the best! Since we have experienced this ourselves, we pass that along to our clients. Because good customer service is essential.

 

If you are a banker that would like to start referring FINSYNC, contact us today, and we will give you all the tools you need to be successful.