Growth Era Case Study
Growth Era, a fast-growing sales agency, wanted to elevate its financial operations but faced challenges with its small, resource-strapped finance team. While one team member had basic accounting knowledge, the other managed operations and internal finances without formal training. To meet their growth goals, the team needed to:
That’s where Books at Ease stepped in.
Growth Era’s COO, Darko, reached out on LinkedIn, seeking a solution to the growing challenges faced by their finance team. During our initial conversation, it became clear that their team needed help with key areas like aligning to US GAAP standards, leveraging QuickBooks Online more effectively, and streamlining their processes. Together, we outlined their main pain points, which became the foundation for a tailored 3-month training program to address these challenges head-on.
To address Growth Era’s needs, Books at Ease designed and delivered a focused 3-month training program, broken into nine intensive sessions, focusing on the following areas:
We evaluated their existing accounting processes to identify strengths and gaps.
Delivered hands-on training in transaction recording, adherence to US GAAP, and report interpretation.
Customized sessions to unlock QBO’s advanced features, like generating detailed reports, budgeting, and transaction management.
Guided the team through invoice management, account reconciliation, and monthly reporting cycles.
Taught the team to identify red flags and resolve discrepancies in financial reports.
Helped establish a streamlined finance management framework to enhance operational efficiency and decision-making.
Our partnership delivered measurable results for Growth Era
Finance tasks are now 40% faster
Errors in financial reports dropped by 30%
The team now operates in full alignment with US GAAP
Advanced features save hours weekly
Empowered the team to identify and address financial risks proactively
Discover how our tailored training program transformed Growth Era’s financial team. Hear directly from Mimi, their Head of Finance, as she shares the impact Books at Ease had on their operations, efficiency, and decision-making processes.
Ready to elevate your financial operations like Growth Era? Let’s discuss how Books at Ease can tailor a training program for your team.