Medium Accounting firm looking for set-up and future support - I want to work smarter

We are a medium sized accounting firm looking at pricing for set up help.
We’re currently using the paid version.
We are self taught on the boards and now looking at other ways to streamline our processes and build dashboards. We are aware we don’t use Monday.com to the best of its ability and would love an expert to look at what we do and give an insight on how to work better/smarter.
We need to have financial data, operations, administration, calendar and project management in the platform and only communicate through that.
We are located on the Sunshine Coast, QLD, Australia so to be able to speak with someone in our time zone would be so appreciated.

Hi @Jaane

Josh from Fruition services here.

Ex-Monday.com employee and now a certified Monday.com delivery partner specialising in accounting and professional services industries.

We’re based in Sydney and would love to share how we can help over a quick call (happy to also share an indicative quote on the same call)

Please feel free to get in touch via our website or call directly on 0435520959.

Kind regards,

Josh

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Hi @Joan

My name is Elena, my company, Kick Consulting, is an official monday.com partner in Sydney. We specialise in streamlining accounting firms.

I would love to show you the set up we’ve implemented for several of our accounting clients.

You can book straight into my calendar here.

I look forward to hearing from you.
Elena
Kick Consulting

2 Likes

Hi@Jaane,

We are Certified Monday & Integromat (Make) Expert/Partner and Make automator of the month (Jan - 2022).

See the tutorial of some Monday automations we did here: https://www.youtube.com/playlist?list=PL7a9gULpu7pZ3OAwhxP_8i_zXia9nI-o-

See our blog here on Monday Automations:

https://www.msquare.pro/blog/categories/monday-com

Feel free to book a slot from Calendly to discuss the further steps:

Visit our website for more details:

@Jaane

Welcome to the community! Transforming your accounting operations is easier with monday.com QuickBooks integration. This way, you can organize all your financial data, operations, administration, project, and calendar management from a single interface. This enables your workforce to quickly access and modify all data points on invoices and make accounting processes smarter.

If you’re looking to build advanced boards and widgets to streamline financial operations, collaborating with an experienced monday.com consulting service provider is the perfect choice. They would help your business use monday .com to the best of its ability with integrations and board development.