Tanya Hilts is the visionary Founder and CEO of Cloud Business Services, a Canadian firm that delivers bookkeeping, accounting, and advanced financial advisory services to small and medium businesses.
In addition to her role at Cloud Business Services, Tanya runs Tanya's Bookkeepers Bootcamp, which supports the development of financial professionals.
Although she wears many hats, Tanya is, most importantly, one of LiveFlow’s first customers. Her work with our team has been invaluable and helped define our product and improve the value we provide to our customers.
Overcoming Challenges with LiveFlow
Before integrating LiveFlow into her reporting workflows, Tanya faced many of the same challenges that most finance professionals face when building reports from accounting platform data, particularly with custom reporting and data management for her clients.
"QuickBooks Online only gives so much. Whether it's QBO, Xero, Zoho, whatever you're using to do the books, there's only so much that you can do natively in the platform," Tanya said.
To create reporting that gave a holistic view of her client’s financial health, Tanya and her team frequently needed to export report data from QuickBooks manually, pull it into a spreadsheet, and create dashboards with complex formulas or formatting.
That complicated workflow could take hours per client and frequently led to errors from manual data entry that needed to be double or even triple-checked.
Discovering and Implementing LiveFlow
Tanya discovered LiveFlow after being contacted by co-founder Anita Koimur during an early outreach campaign to accounting and bookkeeping influencers.
After a demo of the LiveFlow product, Tanya was amazed and found that It could help speed up her reporting workflow, especially with the customization that was possible in the LiveFlow platform.
"I used to either have to pull multiple reports and spend time figuring all that out, pulling that stuff together and customizing," Tanya noted, explaining the cumbersome process before LiveFlow.
Tanya got to work in the platform and almost immediately began a close partnership with the LiveFlow team to see what was possible, how she could push her reporting to the next level, and how she could better serve her clients' unique reporting needs.
"Many of the LiveFlow templates are on there today because of those couple needy clients I had," she recounted, emphasizing how her feedback helped shape the tool.
The Impact of LiveFlow
Adopting LiveFlow has allowed Tanya to dramatically reduce the time spent on financial reporting, transforming how her company manages client data. However, it’s also allowed her to complete some impressive feats of reporting.
"For one dashboard in particular, we pulled in more than 20 different QuickBooks reports into Google sheets, hid those pages, and used that data to create one dashboard to give the client the information she wanted. Where else could you pull in 26 reports and have it updated live?" Tanya marveled.
Beyond the impacts on her reporting workflow, Tanya also credits LiveFlow with empowering her to offer stellar financial advisory services, which she simply wouldn’t do without the utility of the LiveFlow platform.
Continued Collaboration
Tanya is optimistic about expanding her use of LiveFlow, particularly to enhance the advisory aspect of her services.
"I just can't wait until I can start paying you more money because that means I'm using it with more clients, and I'm truly doing the advisory and fractional CFO work that I enjoy," she joked.
For other financial professionals considering a similar transformation, Tanya recommends LiveFlow for its functionality and strategic advantage. "It is going to save time. It is going to increase your value to those clients. It will increase your incoming revenue because the more valuable you are to the clients, the more they're willing to pay," she advised.
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