Financial Groove Depends on Alpha Actual to Deliver Artists Dreams

Jessica Scheitler created Financial Groove in 2007 as a way for artists to bridge the gap between being creative and being financially secure. An accomplished dancer and choreographer who later became a bookkeeper and Enrolled Agent, she now assists clients in the music, entertainment, and arts industries with their financial goals. Jessica’s bookkeeping and tax firm is based in Las Vegas, but she has many clients around the country as well. “My business model is to be a leader in the industry, not [only] a leader locally,” she said. “It was very important for me to have my clients feel like their accountant was right next to them, even though I wasn’t.” This philosophy benefits from easy remote access, cloud storage solutions, and fast, reliable IT services, all areas that Financial Groove has been able to implement with Alpha Actual’s 360º Concierge Cloud Service. For the past few years, Jessica has served as the firm’s in-house IT manager by default. This role consisted mostly of basic troubleshooting, helping clients with minor technical needs and software upgrades. Financial Groove occasionally contracted with an area IT firm for major repairs, security backups, or advanced software assistance, but at times, this was more trouble than it was worth. “They didn’t really want to tell us how to do anything, and when we would call them, it would take several days [for them] to respond or actually come in,” Jessica stated. “When they got there, they wouldn’t actually know what to do with our software, and they would ask us how to use it. It was kind of a blind-leading-the-blind situation.” Jessica was interested in the potential of the cloud but couldn’t find a provider that really fit her company’s needs and her comfort level. Financial Groove tried QuickBooks hosting with Cloud9 Real Time to work more closely with clients, but she and her staff had problems remembering which computers they needed to link to and clients had login challenges and complained about slow connections. “We had to basically solve our clients’ problems for them and reach out to support at [Cloud 9],” she said. “It took a lot of internal effort to connect support to our clients – we were constantly running interference. They weren’t talking directly to our clients but were talking to us, since we were their client.” Though Financial Groove’s clients didn’t know all the behind-the-scenes technical contortions, the staff was wasting many billable hours each week on excessive IT needs. Jessica decided it was time to get serious about a solution and visited a cloud presentation given by Alpha Actual during a conference she was attending. She was very impressed hearing about how their 360º Concierge Cloud Service could help her company. “The number-one thing I’m excited about is the efficiency – just having things streamlined and knowing where we need to go and how we need to do it because it’s all in one place,” she proclaimed. “As far as a business model is concerned, [Alpha Actual] opens the world up to where there are endless possibilities.” Jessica is also grateful for the boost in company morale that the switch to Alpha Actual will bring because her employees really appreciate the flexibility of being able to work from home or other locations as needed. “Hopefully, we [will] get more employee buy-in because they don’t feel like they’re just coming in to punch a clock,” Jessica said. “I have always wanted to expand to different places and still function in the same way. [With Alpha Actual] I can hire people according to caliber instead of according to location.Company Information: Alpha Actual, LLC A prominent Southern California technology firm with a distinctive blend of Certified Technology Professionals, Consultants and Business Solution Providers. They offer closely-held businesses a broad range of technology solutions to meet their respective needs. They help organizations leverage existing IT investments by developing scalable solutions with immediate returns on investment and productivity. They nurture long-term relationships with all of their clients. Schedule your own cloud analysis now. Contact Information: (866) 807-3777
Posted on October 27th, by Alpha Actual in Success Stories.
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