Accounting & Bookkeeping

Auditor is frustrated with manual data extraction, cleaning, matching, and exception hunting from messy client documents, despite using DataSnipper.

Bank confirmations as an audit procedure consistently fail to independently identify undisclosed accounts and often return inaccurate or incomplete balance data, wasting time and money.

Small business owner hires an unqualified bookkeeper who produces atrocious accounts, causing delays and extra work for the external auditor.

A solo tax practitioner lacks a reviewer for their tax work and needs a process or tool to ensure accuracy and compliance.

A new accounting hire at a growing manufacturing company is expected to take over all accounting functions without proper training or oversight from an owner who lacks accounting expertise, leading to disorganized books and incomplete month-end close procedures.

An accountant is dealing with incorrect T4 forms due to an owner miscalculating payroll using the wrong pay schedule (bi-weekly vs. semi-monthly), resulting in wrong wages and deductions that may not be fixable before submission.

Law firms tracking client payment allocations to fees versus costs cannot rely on TimeSolv's paid cost reports, which incorrectly show costs as fully paid even when partial payments are allocated 100% to fees, leading to improper reimbursement of advanced costs.

Accountants spend 60-80% of billable hours manually collecting, reading, extracting, and entering client documents from various sources into accounting systems, causing errors and client resentment.

Bookkeepers struggle to collect financial documents from clients who ignore online portals, wasting the first week of each month chasing statements and receipts.

Hiring entry-level staff accountants is difficult due to a low number of qualified local candidates with relevant degrees and training.

QuickBooks Online deactivated the user's main account without explanation, preventing bank linking and forcing reliance on manual CSV imports for multiple client accounts.

QuickBooks Online bank reconciliation is frustrating and causes anger.

No process exists for managing escheatments at a mid-size mortgage company, causing uncertainty and risk.

Tax preparers waste significant time manually entering data, checking for errors, and managing client documents during tax season.

A business owner lacks transparency and oversight into their contractor bookkeeper's payroll process, creating significant risk concerns.