Success stories are often sweet, and they are encouraged to focus on the requirements and make sure they often leave a good feeling. Kelli Lewis, a small business expert, has been making noticeable forays into the accounting world with her virtual accounting firm, KelliWorks. She brings in the much-needed changes from manual accounting to modern-day technology-based accounting with expertise. By adopting a formulaic approach towards the process, Kelli first understands the nuances of the business, and from there chalks out plans and solutions to empower these businesses.
Kelli Lewis and Her Stories of Success
As Kelli shares with us, her success stories have been incredible and that has given her the confidence to use her strategic approach to transform the operations of small and mid-sized businesses and make them grow. Two of the success stories stand out and are good in influencing her clients and customers to work with KelliWorks. As she rightly says, her tagline, “KelliWorks, so you don’t have to” justifies her work ethic, sincerity, and honesty when it comes to helping small and mid-sized business owners.
The first example is about a CEO, a fourth-generation leader who had inherited his family business that was conventional and boasted of a legacy spanning over 100 years. To bring in a change there was a tough task because most of the employees there were recruited a long time ago. They were content using the traditional method of accounting system and they were comfortable in the prevailing method. Though the company was renowned for its legacy, the approach created roadblocks for the company. There was no scope to evolve and grow using the modern-day approach, and achieve success.
The process that made the financial operations unprofessional was the checks remaining in the mailbox for weeks. There was a long waiting period for them to be signed up and then mailed to their customers. The pattern was inefficient and not sustainable for long. With KelliWorks, Kelli Lewis was able to implement procedures and systems through which the firm was able to modernize the process with automation and technology. One of the main projects of KelliWorks is to streamline payable accounts, and the CEO was made to be the one to exercise control by being the one to release payments. This gave her a better understanding of her finances and control over the company’s cash flow. KelliWorks created a system that enabled the payables to move into the 21st century and created a system that kept the company’s legacy intact, yet at the same time took it into the future.
The second example of Kelli’s success story involves a manufacturing company that runs its business on an Excel spreadsheet. Spreadsheets are powerful but they are not that effective when it comes to managing the complexities of an evolving business. Companies prefer resorting to manual processes to get the required results. Many small and mid-sized businesses are not aware that there are solutions designed just for them so that their accounting processes are simplified, and the workload is reduced. This increases the accuracy of their financials.
After looking into the requirements of the company, Kelli implemented project management software that complimented their financial systems. She created a direct line between their accounts section and the operations department. That improved tracking got rid of the redundancies and gave good insights that the company required for its decision-making, growth and success. The result was commendable, it gave the company a streamlined workflow where many hours were saved. That way the business had the time to focus on innovation and achieve growth and success.
These stories have made Kelli understand her competence and power when it comes to changing the face of the accounting sections in these small and mid-sized businesses. She understands it is not just about solving problems but also giving the business sustained success in this competitive and technological world.