QuickBooks or Xero? Ask someone with no horse in the race.
Accounting software advice from an accountant who spent 18 years running business systems.
Accounting software advice from an accountant who spent 18 years running business systems.
Not a demo of software: a look at how money actually moves through your business.
Which tool fits, what the switch really costs, and whether staying put is the honest answer.
Migration, cleanup and integration are separate, scoped projects. The advice stands on its own.
as the guaranteed Business Systems Assessment, credited against your first project.
You don't have to choose. I'm an accountant who ran technology at CIO level for 18 years; I bring the systems half your bookkeeper usually can't, and I sell no software either way.
Same as everywhere: if the assessment doesn't find at least $1,000 a month in savings or growth, it's free.
I'm Chris Patten: 18 years as a CIO, an accountant by background, grew a company from $1M to $69M, built a platform that did $110M+, and built and sold my own business. You work with me directly, and I have no software to sell you.
You talk, I listen, and I tell you honestly whether I can help, including "you don't need me for this." If we go further, the assessment is guaranteed and credited against your first project.