Customers

Building the Ultimate Firm Tech Stack – Miller Grossbard Advisors, LLP

Houston-based Miller Grossbard Advisors, LLP (MGA) is a member of the Alliott Group, a worldwide alliance of independent accounting, law, and consulting firms. Given the firm’s affiliation with a large global organization, its philosophy of innovation and its employees’ passionate commitment to providing progressive services to its clients, may be somewhat unexpected. However, as Pauline …

Beyond Your Books – Karen Dellaripa

Beyond Your Books – Karen Dellaripa

Founded in 2003 by Karen Dellaripa, CPA, Beyond Your Books is a fast-growing, New Jersey-based firm providing full-service, outsourced bookkeeping and payroll services for small to mid-sized professional services businesses as well as some larger corporate entities. As the name of the firm implies, Dellaripa, her co-founder Rich Strait, and the rest of their team …

Academy Securities – Sadie Millard

Academy Securities is a growing Broker/Dealer owned and operated by former military members with four locations across the United States. Given the company’s strong ties to the military, it’s no surprise they take security very seriously. According to Sadie Millard, one of the company’s administrators, it was the need to comply with the data management …

Auxilia Accounting – Christa Skoupy

Auxilia Accounting – Christa Skoupy

Christa Skoupy, CPA is on track for immense growth in the coming years. She shared that her firm has grown at a rate of about 17% per year over the past three years. And she links this success with technology, specifically SmartVault. “Our tax prep has grown progressively year over year. I can honestly say …

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 …

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 …

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 …

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, …

Tax & Accounting – Karr & Boucher, PLLC

Tax & Accounting – Karr & Boucher, PLLC

When Lacerte announced that it was sun setting its DMS product, leaders within the firm of Karr & Boucher, PLLC looked at SmartVault to fulfill their document management needs. Firm partner, Jim Roberge, CPA, stated, “We first looked at everything that we wanted to accomplish in terms of document management and sharing files with clients. …

Tax & Accounting – Casey Lynch, CPA

Tax & Accounting – Casey Lynch, CPA

The cloud is top of mind for many accounting professionals, and the need to move quickly into it. While cloud applications offer immense value in terms of ease of use, cost, and convenience, firm owner Casey Lynch, CPA, is still cautious in his approach. “I like to research technology before jumping in,” Lynch stated. “And …