The Challenge:
Dayna was looking to spend more time consulting with her clients rather than compiling and sending sets of financial statements. She reasoned that if she could get back even an hour on financial-statement preparation and the associated admin cycle, it would add up across 50 clients and save over a week’s time every month. Then she could spend more time doing lucrative work that she enjoyed.
The Solution:
Dayna had tried other software solutions but found them cumbersome and difficult. She chose Countable mainly because it integrates with the online accounting platforms that a lot of her clients use — and the fact that it promised to ‘make life simpler’. Dayna found Countable’s layout clean, intuitive and the onboarding videos short, sweet, and easy to follow. She was also impressed with Countable’s overnight responses when she had questions.
The Result:
Countable helped Dayna achieve her goal of saving time on repetitive tasks associated with compilations. “It’s making my life a lot easier,” she says. “My engagements are smoother.” Dayna now automaps trial balances, populates lead sheets, and generates financial statements in minutes instead of days. Dayna also joined the Countable Founders Club, where she found professional development courses and a community she could engage with—things she valued as a sole practitioner.
""Countable provides an easy solution for accountants to generate financial statements for our clients in a way that doesn’t feel like it’s a burden anymore. It’s a life-saver.""