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Construction & Interior Design – Penniwise Accounting & Tax Services

Construction & Interior Design – Penniwise Accounting & Tax Services

Penni Echols, owner of Penniwise Accounting and Tax Services, has been a loyal SmartVault user for the past three years…but not before testing the solution thoroughly. Prior to purchase, Echols evaluated another document management and storage system alongside SmartVault — comparing features and functionality. Echols was clear that she needed the right system in place …

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Outsourced Bookkeeping – Growthforce

Outsourced Bookkeeping – Growthforce

In 2009, Stephen King, CEO of Growthforce shared, in detail, his journey to the cloud and how it allowed him to build his highly successful bookkeeping and controller services enterprise. In our original interview from 2009, King explained that at the time there were no outsourcing options for bookkeeping and controller tasks. He stated, “No …

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Retail Sales – Stearns Furniture

Retail Sales – Stearns Furniture

Latoya Jablonski, partner in four (yes, four!) businesses, is always looking for ways to increase efficiencies with back-office processes. Stearns Furniture Co. is one of the company’s Jablonski operates with her brother, and like most retail businesses, she deals with a lot of paperwork. Before moving to an online document management and storage system, she …

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Virtual Bookkeeping – Gabrielle Fontaine, PB

Virtual Bookkeeping – Gabrielle Fontaine, PB

Gabrielle Fontaine, Professional Bookkeeper and owner of BookkeepingDirect.com, launched her first firm in 1990—more than 25 years ago. Even decades prior, she had the vision to work virtually, but in the early 90’s that essentially meant working outside of the client’s office. “This was considered virtual back then,” Fontaine said. “Because software was all desktop, …

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Office Management Services – Eva Harvey

Office Management Services – Eva Harvey

Eva Harvey, owner of Office Management Services with 30 years of experience, admits that she held on to paper and manual processes for too long. Then, when her husband retired and they began preparing to move from California to Washington, she was sure that she would have to leave her business behind. “I thought about …

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Tax Accounting – Gary Kreitz, CPA

Tax Accounting – Gary Kreitz, CPA

Gary Kreitz, CPA and owner of Gary A. Kreitz CPA & Associates, Inc. has long been a fan of the digital firm and has consistently worked to turn his practice into a streamlined digital machine. For the first few years of his tax and accounting career, Kreitz worked for a large firm where paper was …

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Nonprofit – Castleton Festival

Nonprofit – Castleton Festival

Jack Porter, CPA and CFO of Castleton Festival, an entity dedicated to introducing young musicians and singers into the opera, can’t overstate his love for working in a digital environment. “There is no way I could do this job effectively if we didn’t have SmartVault.” Before taking on the role of CFO at Castleton in …

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Food Service – McLoone’s Restaurants, Corp.

Food Service – McLoone’s Restaurants, Corp.

In the quest to find the right paperless solution, Kristy Hensle, CFO for McLoone’s Restaurants, came out swinging in favor of SmartVault, “I can’t imagine working without SmartVault. It has saved us so much process time compared to handling all that paper manually.” Prior to implementing SmartVault, Hensle’s did not have a document management platform …

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Accounting – Root & Associates

Accounting – Root & Associates

When Root & Associates set out to target a new and highly complex niche, they knew they needed a foolproof solution for web-based accounting and document management. After researching many options, SmartVault was the clear choice, with ease of deployment, minimal learning curve for his staff, and little to no business interruption to his clients.

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Human Resources – Talent Plus, Inc.

Human Resources – Talent Plus, Inc.

Talent Plus, Inc. is a prominent international talent assessment business—so prominent, in fact, that it has a road named after it: Talent Plus Way. The company applies tested and proven scientific methodologies to help clients properly select talent and maximize human potential. In business since 1989, and with offices in Nebraska and Singapore, Talent Plus …

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