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Client Spotlight Interview: Adatasol

Jul 30, 2024 10:34:02 AM Kathy Dise QuickBooks, Nonprofit, Bookkeeping, Accounting, Outsourced Bookkeeping, Bookkeeper Near Me, Virtual Bookkeeping Services, Bookkeeping Catch Up Services, Client Spotlight, Cleveland Bookkeeping, Software Engineering

Client Spotlight Interview: Adatasol
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Adatasol Client Spotlight

Struggling with your CRM, Project Management Software, or ERP? Our client, Adatasol, is here to help. While many of us rely on software like Salesforce to drive our businesses, these tools can fall short if their features don’t match our needs. Adatasol can bridge that gap and simplify your operations. 

 

Tell Me More About Your Business.

Adatasol develops custom applications to enhance your company's efficiency by eliminating redundant tasks and automating time-consuming functions. Their clients benefit from real-time reporting tools, metrics, KPIs, and centralized information, enabling quick and effective business decisions, reducing errors, and saving money. 

Additionally, Adatasol supports one specialized SaaS platform: Studio Suite for audio, visual, and film studios.  

What is your biggest challenge?

Helping businesses realize the benefits of partnering with Adatasol to enhance the efficiency of their project management and CRM systems. 

What Lead you to BudgetEase?

The owners recognized the importance of accurate and timely bookkeeping but sought more. They needed a proactive approach with monthly meetings with an accounting team to discuss goals and ensure they had the information needed for decisions like cash forecasting. BudgetEase and Adatasol, having been neighbors in the Dealership years ago, made the transition seamless and comfortable. 

 

Why Do You Find Having Someone Else Do Your Bookkeeping Helpful?

The management team at Adatasol focuses on their expertise in providing custom software solutions, while BudgetEase’s dedicated team delivers proactive accounting solutions to support better decision-making.

 

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Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.