Customer Stories

Summit CPA Inc. Decreases AR Time by 90% and Gets Paid Faster with

Christopher Du, owner of Summit CPA Inc., shares how introduces more efficiency and time savings into AR and AP.
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Tell us about your firm.

Summit CPA works with small business owners, healthcare professionals and technology startups to provide tax, accounting and bookkeeping services.

Why do you use lets us offer the technology you’d normally find in a large accounting firm. Clients have limited budgets for accounting services, yet they still need to have controls in place for bill payment.

How do you use

We use to invoice clients. Before, we would take hours sending invoices, chasing payments and collecting. Now, delivers the invoice online, sends out an auto-reminder, accepts payment and then syncs with QuickBooks. We get paid much more quickly with Our clients love the audit trail and the app allows them to work anywhere, anytime.

What is your ROI?

We get paid faster with We don’t wait for clients to cut checks or for the bank to deposit them. They can pay online or set up recurring payments drafted from their credit cards, bank accounts or even PayPal. They have no excuse for missing a payment. We’ve decreased AR time by 90% with It used to take 10 hours a week. Now, it takes less than an hour. Its efficiencies extend to clients. One client manages four companies and he hasn’t had to add any accounting staff because of

What tips would you give other accountants who are looking to improve their business?

Don’t get comfortable and complacent with your business. Always push yourself to improve marketing, technology and efficiency.

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