Partner Spotlight – Automated Accounting Services

Automated Accounting Services, LLC

Monique Swansen is the Founder & CEO of Automated Accounting Services LLC. Monique has 30 years of experience in the accounting profession, with a passion for empowering small business owners. We had a great talk with Monique about her firm’s experience with Client Hub and how it’s helped her collaborate with clients:

Q: Tell us a little bit about your and your firm.

  • A: We are a firm 10 years in business, serving primarily 2m+ businesses in professional services in E-commerce, Food manufacturing and Construction.

Q: Why did you decide to implement Client Hub in your firm?

  • A: We needed one central and secure place for communications requests that my team could access that would also eliminate email.

Q: Tell our readers a little bit about your experience with Client Hub.

  • A: We implemented Client Hub late last year for newly on-boarded clients and began transitioning existing clients in Jan of 2019. We absolutely love being able to reach our construction clients on their phones while they are out and about. We appreciate the collaboration capabilities –  everyone with access to the workspace knows what the communication in chat is and the status of tracked items! Being able to provide the client with links to all the apps in their tech stack in one place is very valuable. We use the resources section to provide resources for forms and other meaningful information as well as Google Sheets that are shared and updated by the clients. It makes them easy to find. We use templates for recurring tracked items and requests.

Q: What would you say your favorite Client Hub resource is? 

  • A: If I had to pick a favorite, it would be the resources section. I don’t think we are using it to its full potential yet, but it is powerful!

Q: Care to share a success story of your firm using Client Hub?

  • A: Getting responses timely from one of our smaller construction clients! They spend most of the time on or traveling to and from job sites and respond infrequently or not at all to emails. Once they downloaded the Client Hub app and could use it to chat with us, they were way more responsive.

A huge thank you to Monique Swansen for contributing to our sample! learn more about Monique and her firm here.

Interested in being featured in next month’s Firm Spotlight? Fill out the form and tell us about your experience with Client Hub!

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