From Excel to QuickBooks Online
She was handling all of OCIN’s financials through numerous Excel sheets and other trackers, all of which had to be updated manually. It was, as she puts it, “very tedious.”
“I was doing everything myself, so accounting took up a lot of my time,” Courtney says. “I would literally have to set myself three days of notifications so that I could get ready to do nothing all day except taxes for the business.”
Courtney realized that the numbers were taking her away from the rest of her business, and that’s when she turned to an old friend. She had gone to university with Alex Lau, now a partner at Grant Thornton LLP. She knew that she needed to streamline her accounting, and she knew that meant getting support from a trusted advisor.
Alex pointed her towards QuickBooks Online, and she has never looked back.
“Alex made it easy—there was already a sense of trust there, which made working with an accounting firm comfortable,” she explains. “The entire team made the process so approachable and helped me feel confident enough to do it myself.”