Banking

Financial Services Consultancy Boosts Bottom Line Using Software Integration

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Executive Summary

The Goetzman Group provides financial and accounting consulting services. The Woodland Hills, California - based firm sought to increase efficiencies, boost market outreach, and reduce IT costs. The Goetzman Group, a financial and accounting consultancy, used the software integration in Microsoft Office Small Business 2007 to help automate the core processes of payroll, invoicing, and managing accounts receivable. The results are a 90 percent reduction in aging accounts receivable, streamlined marketing outreach, and IT cost savings of 40 percent. The company's CFO estimates that the improvements equate to U.S.$750,000 in revenue.

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