Change can be intimidating, especially when it comes to something as crucial as your business. But taking a risk and venturing out of the box could result in great rewards; just ask WaFd Branch Manager Laurie Gable. She has seen first-hand how FINSYNC's platform can immensely benefit businesses; by streamlining processes and saving time & money.   To help her clients sync up their financial management, Laurie has found that FINSYNC is user-friendly and will lead to long-term savings. But many businesses are hesitant to leave their comfort zone and try new solutions, even when the potential rewards may be significant. Business owners often opt for the status quo and shy away from new technologies. But true success happens when small business owners revolutionize how they manage finances. It is time for a financial revolution!  Read on to find out how Laurie helps entrepreneurs break away from routine and unlock previously unseen possibilities for success.

What do you enjoy the most about your job?

I enjoy my job as the branch manager. I think it is mainly because I love the company I work for. I have been working in the industry for many years, and this journey with WaFd Bank is probably the most enjoyable in my entire career.

What is your favorite part of being on the WaFd team?

I never have to take my work home, which for me creates unnecessary stress. Sure, there are certain issues that I think about when I get home because I deeply care about my clients. But as far as taking stress home with me, I don’t feel that kind of stress at WaFd. I have worked in companies where I would wake up at two in the morning trying to figure out a problem, which was just too stressful. It also helps that we don’t work weekends, that means a lot to me. 

How do you locate business owners that may be a good match for FINSYNC?

I am newer to FINSYNC and am transparent with my clients about this. I have seen the products and demos, and if I were a business owner, I would want to have the FINSYNC rep explain everything to me because it looks so awesome. I tell clients they should just try it because it may or may not be a good fit for them. At the same time, we encourage their feedback. That will help us since we are still in the learning period.

What has helped you understand FINSYNC?

Even though it is new, we already have seven referrals in just a few weeks. There is definitely a demand. I think the demos have really helped us to get the ball rolling. So I have recommended that other managers try a demo at least because that will provide so much information. Especially since there is a lot of demand in the market right now. Some bankers are afraid to bring it up, and they fear that they don’t know enough about it.  I also recommend FINSYNC to our customers who may need more time to be ready to switch from Quickbooks. Often when they say they like Quickbooks, it is all they know, and signing up for a new system seems complicated. So I tell them to give it a chance and do a demo. Because they are probably going to like this a lot better than Quickbooks, and there is a lot more to offer. 

How do you locate your small business customers?

Sometimes I catch them off guard when they don’t know I work for a bank and approach them more naturally. For example, yesterday, I was in a jewelry store getting some batteries for a watch. The worker was trying to run my card through a POS merchant, which took a long time. I then handed her my WaFd business card and told her we needed to get her a better merchant services device, and when she was ready to give me a call. 

What do you like best about FINSYNC?

What I like so far is the customer service. The two people in my office who are also familiar with FINSYNC have given me the same feedback: your customer service is hands down the best! Since we have experienced this ourselves, we pass that along to our clients. Because good customer service is essential.   If you are a banker that would like to start referring FINSYNC, contact us today, and we will give you all the tools you need to be successful. 
We are still witnessing the aftereffects of the pandemic, specifically around small businesses. Many people are turning to entrepreneurship as a way to provide for themselves and their families. According to a recent study, it is estimated that up to 17 million new small businesses will be formed in 2022. This surge in entrepreneurs is inspiring and provides hope for a bright future. However, this will be their first business venture for many of these individuals. And with any new experience comes a learning curve. So how can banks assist these first-time entrepreneurs and help them prepare for the challenges ahead? This question is Michelle Melekwe’s main focus being part of the Fulton Bank team. Michelle succeeds at being a valuable resource for entrepreneurs. Since many unknowns come with starting a business, it can be challenging to know how to provide answers to questions you can't anticipate yet. Read about Michelle’s path as one of Fulton Bank’s trusted bankers.   

What do you enjoy the most about your job?

I like the work-life balance. When I come to work, I can focus on work. Then when I go home, I can shut down and just concentrate on my home life. Most businesses run seven days a week from 8 am-7 pm, and there is no balance, so I am really grateful to have this.

What is your favorite thing about being part of the Fulton Bank team?

Fulton is very community-focused. We are all about supporting our community and our customers.  We are focused on helping our community as they advance through their lives, and Fulton is helping us do that by broadening the services and products we provide to help our customers. 

How do you locate business owners that may be a good match for FINSYNC?

When I was first introduced to FINSYNC, I concentrated on the payroll aspect and immediately thought about one of my clients. They are a small business, not even a year old, and they had many payroll challenges.  There are a lot of small businesses that want to understand how to do ACH payments and direct deposits with their payroll. There is a big learning curve, especially for individuals starting their first business. The world is changing, and companies need to be able to accept many forms of payments

What is your approach like?

My approach is to talk less and listen more. So I can understand the issue, and then I can bring up a solution. After a while, I build a rapport, and over time, I can dig deeper by listening to their issues. It can be about payroll processing, check cashing, account balances, account receivables, and so much more. With time and just listening, I am able to unravel when companies need help.  

Do you think your customers struggle with other software solutions?

I have come across several companies that have struggled with other software. Employees were not getting paid on time, taxes were not deducted correctly, and it was an ongoing situation. I am not an accountant, so I didn’t know how to assist with the multiple phone calls I kept getting. Fortunately, after recommending FINSYNC, the calls have stopped.

What do you like best about FINSYNC?

I love how FINSYNC makes it easier for our Fulton Bank customers. It is hard to just pass our business owners along to someone else, which results in all these fees and requests, which is not helpful. You make it easy on them and often take care of the technical aspects of transferring their accounts. I appreciate how after I give you the customer's information, you take it over from there, and I know they will be successful.  Honestly, I used to get several phone calls and emails every single day from some clients who were struggling to pay their employees, and after I handed them over to FINSYNC, I never heard back from them with any issues. Their problems are solved, their business is up and running, and it is now smooth sailing.    Learn more about FINSYNC's all-in-one cloud-based accounting platform.
Jim Floyd with Fulton Bank knows that partnerships are essential, especially in business. Organizations can pool their resources and knowledge to achieve their goals by working together. A partnership can also help spread support when starting a new business, making the venture more likely to succeed.  Of course, choosing the right partner is essential to forming a successful partnership. Jim has been very happy with the Fulton Bank/FINSYNC partnership. He has been a great resource to small businesses and proficient in asking the right questions to determine if they would be a good fit for FINSYNC. Read more about his process below. 

What do you enjoy the most about your job?

I would definitely say working with the audience base that we do, especially with so many small business owners. I like that we work with them from the infancy stages and watch them grow. I have always enjoyed working with the little guys, and then after a year or two, hopefully, they aren’t little anymore.  There are a lot of things to do out there; if you have a passion for something, you can more than likely make it into a business if you put everything into it. Some companies today weren’t even available when I was a kid. 

What is your favorite part of being on the Fulton Bank team?

I have been with Fulton for seven years. Through college and being out and about, I like that it is a small enough bank where you don’t feel like just a number. There is always a path to the next step. But we are not a small bank, so we still get a foothold and are a fairly recognizable brand. How do you locate business owners that may be a good match for FINSYNC? Quite honestly, it is so basic in nature. FINSYNC has been a big help because we have never had a payroll service. We have always had direct deposit facilitation. But everything else, the whole nine yards, the accounting, bookkeeping, taxes, and insurance, we have never been able to offer that in a full suite. So when I am talking to a business owner, I ask them how their payroll looks today. Are they still cutting paper checks? Are they paying for a big company to handle their payroll? 

What is your approach like?

I tell them that we partner with a payroll company, and it is co-branded, so there is still a Fulton Bank touch. Then I mention this partner also specializes in the cash flow space.  I ask them if they want to schedule a demo and try something new. It doesn’t cost anything, and you guys take it from there. 

Do you think your customers struggle with other software solutions?

Yes, some people like the interface other software has but don’t like the à la carte charges. Also, other customer service teams are not there to assist.  So the service with the FINSYNC partnership is parallel with Fulton Bank's customer service. 

What do you like best about FINSYNC?

Internally, it is a process in which I know I can scratch the surface and get someone’s interest, and then FINSYNC will take care of them from there. I like that the partnership process is easy and smooth. You do an excellent job of keeping us in the loop and taking care of the customer.  Jim is a shining example of what can happen when individuals work together. Companies, when correctly aligned, can create a win-win situation that benefits everyone involved.    Want to hear more success stories or learn more small business tips and tricks? Visit the FINSYNC blog to keep your clients and customers informed.   
Cash flow management problems still occupy the top spot for why small businesses fail. Doing everything we can to help small business owners secure their cash flow is why Space Coast Credit Union and FINSYNC have formed a promising partnership. SCCU’s Business Advisors are a valuable asset to the community. Vanessa Sablon manages this team, and their job is to help develop small business owners. Vanessa has been with SCCU for over three years, and she loves what she does. Learn more about Vanessa's journey with FINSYNC below.

What do you enjoy the most about your job?

I enjoy that I get to create the tools our team uses to support our Business Members. We started conducting workshops last year on the most popular topics business owners need help with. Some of these topics are; successfully launching your small business, branding your business, hiring employees, and bookkeeping. These workshops are free and open to all business owners whether they have a membership with us or not. These workshops and our coaching program showcase how SCCU is passionate and dedicated to serving our members. We help many start-up business owners who are great at providing their services but may not be familiar with all the aspects of being a business owner, such as managing their cash flow or tracking their expenses.

What is your favorite part of being on the Space Coast team?

I love that we are really passionate about helping and developing our Small Business Members. You always hear financial institutions say they help small businesses grow through financing or merchant processing, and we do that as well; however, what is unique about SCCU is we also help small businesses grow by providing coaching and consulting to give structure for not only growing the business but developing the business owner. I like that we listen to what our business members need through Advisor interactions to collaborate with the business owner and develop a strategy for growth.

How do you locate business owners that may be a good match for FINSYNC?

Our Member Service Specialists, the equivalent of a teller, and Business Advisors take a consultative approach seeking to learn about our business members to understand their needs and how we can help meet those needs. If we see a need for any financial services FINSYNC offers, we help get them signed up or get them in front of our FINSYNC team, whichever is appropriate.

What is your approach like?

We take a more personal approach that is specific to the member we are working with at the time and intentionally avoid using blanket statements to make a referral.  Our Member Service Specialists are great at this. They ask high-impact questions to learn about the business during transactions instead of just small talk to pass the time. They already have relationships with our Business Members, so their conversations are more natural. Recommendations come from an identified member need instead of company goals.  Also, we have five Business Advisors in our entire footprint. We have 65 branches throughout the east coast of Florida, from Flagler and Volusia County down to Miami/Dade County. They use a consultative approach with members to learn about the business owner and how their business operates and transacts to ensure they only make appropriate recommendations.

Do you think your customers struggle with other software solutions such as Quickbooks?

Absolutely!  Of the four workshops we have conducted, our bookkeeping workshop had the highest attendance so far. This area is a huge struggle, especially for those without a bookkeeping or accounting background. We know many business owners are intimidated by Quickbooks and similar software. We used to recommend WaveApps because they had a free tier but similar to Quickbooks, it can be intimidating. Now that we have FINSYNC, we can refer our members to a much more user-friendly software that we will recommend going forward. 

What do you like best about FINSYNC?

It is a user-friendly, reasonably priced All-In-One solution to help the majority of our membership.  When our Advisors see a need where someone has struggled with their bookkeeping or payroll, we will use FINSYNC as a tool to refer.   FINSYNC syncs with approximately 7,000 banks and credit unions to help business owners manage their cash flow with less time and better results.
We are living in a time when it is easy to lose sight of what really matters. It's not just about material things; we need more human connections. Technology can be a fabulous tool that makes our lives easier, but sometimes it overshadows the impact of talking to someone over the phone about an issue.  Joy Froehlich with Fulton Bank is featured this month for our Banker Spotlight Interview. Read more about her journey with FINSYNC below. 

What do you enjoy the most about your job?

Providing a service that works for our customers. I have a lot of healthcare sales experience. Then in the early 2000s, I went into banking and have been happy ever since.

What is your favorite part of being on the Fulton Banking team?

I worked for 16 years in a large bank. I should have left long ago because Fulton Bank’s culture is phenomenal. I have never been happier in a job. I have been here for seven years and think it is the best. At my age, to be in a workplace where you are very happy is like having the golden ticket.  In my later chapters, life just keeps getting better and better. I know people want success early in life, but are they really prepared for it? 

How do you locate business owners that may be a good match for FINSYNC?

A lot of those conversations happen at the branch. If we are with a new customer, we might ask them about their merchant processing. After understanding their primary interests, we tell them about representing FINSYNC. We say we represent both cash management and merchant service. The same goes for ACH origination, remote deposits, etc. A tremendous amount of these conversations are happening within the financial sector. 

What is your approach like?

I have to be a good listener. I am not customer-facing; I am on the telephone. I got a referral from one of my partners on the merchant side. She reported the customer was needing a payroll provider. I told them about FINSYNC and that it wouldn’t hurt to do a demo.  After the demo, he liked the platform but wanted to check with someone in his network that was having trouble getting back to him. I said that was fine and asked him when he needed to cut payroll for his employees. He said next week. I told him I didn’t mean to put any pressure on him, but most people can’t wait for their paycheck; they depend on this to be on time. He thought about it and then agreed.  I kept thinking, what if that were me and I needed to buy groceries? He was super tolerant, and it worked to his advantage, and he will be better off!

What do you like best about FINSYNC?

I can’t say enough about FINSYNC; it is competitive, it works for our customers, and everything has been seamless. I couple that with Jack Stone, the Director of Partner and Customer Development. Jack and I work very well together; we have a similar style. Jack is hands-on and very patient. He understands if they have a hard time getting onto the call. He makes every effort to talk to them about FINSYNC. His knowledge and follow-ups are spot-on.  I really appreciate FINSYNC’s availability, sales representation, and customer service. Emails are great to a certain level, but they can be misinterpreted. We are losing that human connection in society, and getting people on the phone is getting harder and harder. I am glad FINSYNC hasn’t lost sight of this.   Looking for a place to find small business news and tips? Visit our FINSYNC blog to stay current on financial, economical, and societal current events. 
If a small business owner purchases a software tool to help them run their organization, it doesn't make sense for that software company to charge a fee when their customer has a question about using their technology. This is exactly what happens when learning other accounting systems available today.  Our Spotlight Interview this month with WaFd Banker, Wendy Clarke, focuses on giving business owners the tools they need without charging extra costs to use the software. FINSYNC has a no-gated policy which means everyone that uses the platform can use all of the features in use today and future releases happening every week. FINSYNC also does not charge for customer service; this support is available via phone, email, or chat to all of our customers. 

What do you enjoy the most about your job?

I enjoy helping the customers the most. I mostly work with small business owners, and I like learning about their businesses, what their goals are, and helping them achieve them. 

What is your favorite part of being part of the WaFd banking team?

The relationships here at WaFd. I work with a great group of people. Everyone is so positive and supportive that if I need help, there is always someone I can reach out to. We are a team. We all have the same inspiration for helping our clients succeed. 

How do you locate business owners that may be a good match for FINSYNC?

Usually, I just bring it up in conversation. I ask them questions about what they are doing for their accounting needs. I find out how they process payments, if they are invoicing and how many people they employ. I also ask if they are interested in any payroll services. 

What is your approach like?

I make sure to ask both new and existing clients. One person I spoke with told me he wanted to process ACH payments and also wanted to be able to receive these. I told him about FINSYNC and asked him if he would be interested in talking to someone, and he said, Yes! Another owner has been in business for 3-4 years. His fiancée had just quit her job and managed the business full-time. She talked about how Quickbooks was such a struggle and wanted to use something easier. 

Do youR customers Often struggle with other software solutions such as Quickbooks?

I have never used Quickbooks personally, but I have heard all these nightmare stories about how people hate it. It makes some people feel stupid. QB has all these features but is hard to learn. If you manage to get someone on the phone, they charge you for that. 

What do you like best about FINSYNC?

You don’t charge if people have questions! The service I received from you guys has been great. After I put in a referral, Jack gets back to me right away. If I have any questions, he helps me immediately. I really appreciate that.  FINSYNC shares the same values we do, making it a good fit. You really care about our customers and want to see them succeed and get the service they deserve. 

What other “banking tools” could we provide you to help you succeed?

I got a lot out of the demo with Jack and learned quite a bit from that. But originally, we got all these pamphlets and brochures, and I wish those could be more clear about what FINSYNC does.    Wendy, thank you for your continued support of our accounting platform. Your clients are fortunate to have someone as passionate and dedicated on their side. FINSYNC and WaFd have formed an effective partnership committed to helping our customers. We want to be there when it matters most and walk you through your financial management journey. Our local team offers personal support via email by phone, and our live chat functionality allows clients quick and easy access when they need it most.    Reach out to FINSYNC if you know someone that could be featured in our Spotlight Interview series. We are better together and welcome new partnerships with open arms. 
In today's world, it can be tempting to choose the most expensive option, thinking it must be the best. However, this is not always the case. Sometimes the cheaper option can be better than the other more expensive tools. As a consumer and business owner, it's important to know that just because something costs less doesn't mean losing out on value or functionality. Often these lower-cost options will turn out to be superior across the board.  This was a prominent topic during this week's featured banker interview. Colleen Ward understands the needs of small businesses and has been a WaFd veteran for over 10 years. She is an experienced banking professional who understands what her clients need to succeed. Colleen enjoys delighting her customers when she can recommend an accounting platform that does everything the big brand names do, but for a fraction of the cost. Read more about how Colleen recommends FINSYNC below.

What do you enjoy the most about your job?

Teamwork and brainstorming solutions to customer issues. I enjoy getting to know and helping the customers.

What is your favorite part of being part of your banking team?

I have been part of WaFd for ten years. I love the sense of community my team brings because we really support each other. 

How do you locate business owners that may be a good match for FINSYNC?

I ask them if they have Quickbooks or another accounting software they are using. If they already have a platform, I ask them how open they are to exploring a similar software at a lower price, this usually gets their attention.  I speak to both new businesses just starting their first account and existing customers as well. The more people I talk to, the more likely I will locate members that would benefit from FINSYNC.

Do you think your customers struggle with other software solutions such as Quickbooks?

I often question the value of Quickbooks and if I can save our clients money down the road, I am happy to provide an alternative. So many times business owners immediately sign up for Quickbooks by default because it is a familiar name. But I want to show them that they don’t have to spend so much on the same features. In fact, I have been told that FINSYNC is much easier to use. 

What do you like best about FINSYNC?

I like that it is an all-in-one platform. It is easy to recommend a financial platform with everything right there in one place. My clients don’t have time to open different tools and download account data into multiple systems.  In today's economy, we are all looking for ways to save money. And when you find something that can be just as effective but at a lower price point, why not try it out? You might end up happy with your choice and pleased by how much more efficiently and effectively you will be able to grow your business.    Take advantage of FINSYNC's all-in-one accounting platform and start your free trial today!
Elena is part of the Caldwell Branch for WaFd and is located in Caldwell, Idaho. Elena enjoys getting to know her banking clients and continues to improve her knowledge so she can consistently make the best recommendations for the people she serves.  Read on about her story and why she feels FINSYNC is a great resource for small businesses that are just starting out. 

What do you enjoy the most about your job?

I enjoy working with our community, getting to know them better, helping where I can, and really establishing those trusting relationships with our clients.

What do you like about being part of the WaFd team?

I like that the WaFd bank experience is more personal. Here our members often contact their local bank directly if they need help with anything. It’s that comfort in actually knowing the person on the other line that I think makes the difference!

How do you locate business owners that may be a good match for FINSYNC?

I start a conversation. For example, someone I signed up recently was in the process of creating a new business account for their first company. I asked them if they had already signed up for QuickBooks, and they said they didn’t know anything about Quickbooks but asked me what I recommended. 

What is your approach like?

I tell businesses as they grow, this platform can perform payroll, pay their vendors, and everything all-in-one place. I also tell them if they are considering purchasing a tool or piece of equipment, FINSYNC can show what their finances will be like months down the road if they had actually purchased it.

Do you think your customers struggle with other software solutions such as Quickbooks?

I don’t know a whole lot about Quickbooks but I have heard it is a complicated platform to work with. FINSYNC has simplified many of the features that Quickbooks offers. 

What do you like best about FINSYNC?

User-friendliness and great customer service. It is easier to get new businesses on board than it is with more established companies. It is hard to get people to change their ways and learn different software.    Thank you, Elena, for all that you do! One thing that separates FINSYNC from other competitors is we get on the phone and support our customers. If someone is having trouble with a feature, accounts not syncing correctly, or where to click to be able to pay someone, we will walk you through every step of the process. Our local support team is easy to contact via phone call, email, or chat. Schedule a demo today if you would like to beef up your FINSYNC knowledge. It only takes about 10 minutes and helps to gain more experience about our features and tools that are available to everyone.    FINSYNC syncs with approximately 7,000 banks and credit unions to help business owners manage their cash flow with less time and better results.
WaFd Bank syncs with FINSYNC so business customers can see all their bank and credit card transactions as part of an all-in-one platform that helps businesses send and receive payments, process payroll, automate accounting and manage cash flow with less time and better results. For Scott Pierce, small businesses are near and dear to his heart as he and his son own and operate their own small businesses. Scott owns a small shaved-ice business that he runs as a side business, which helps him empathize with the businesses he serves full-time as a WaFd banker. Scott’s son owns a local tour company near Snake River Canyon where Evil Knievel took his famous leap.    Snake River Canyon Aerial View

What do you like best about working in twin falls, Idaho?

I love talking to the people here and there is a huge outdoor life. Lots of fishing, golfing, and hiking. Besides Snake River Canyon, there is a huge bridge nearby and one of the only sites to allow base-jumping. Sure, most of southern Idaho is considered a desert, but if people decided to get off the freeway and journey towards the mountains, Sun Valley, or the canyon, there are beautiful sites to take in.

What is your favorite part of being part of the WaFd team?

Before WaFd I thought all banks were the same, and since I have gotten into the industry, I have discovered there is a huge difference between financial institutions. I really appreciate WaFd's service and the way we take care of our clients.

How do you locate business owners that may be a good match for FINSYNC?

As I am visiting with clients, I ask them what they are using for their accounting software. If they are using Quickbooks, I ask if they would be interested in looking at something comparable and that I would appreciate some feedback on it. Jack, with FINSYNC, did a great demo so that I could understand what FINSYNC had to offer and I could deliver this to clients.

What do you like best about FINSYNC?

Many people have liked the simplicity of FINSYNC, the price is good, and it has many capabilities.

Do you think your customers struggle with other software solutions such as Quickbooks?

QuickBooks spends a lot of money on promotion and marketing that they have to recoup, usually from their customers. I used to be in the marketing game and sold TV ads, even Superbowl ads, so I know all about ROI.

Any areas we could improve on or opportunities we are missing?

Keeping it simple is important. I like the four different services that are mentioned on your pricing page.  Scott will continue to be a valuable partner to WaFd and FINSYNC because he just signed up for payroll with his shaved ice business. He will be able to use FINSYNC and learn about the benefits while continuing to provide beneficial feedback with both FINSYNC and WaFd teams about how to make this partnership even more successful. Thanks, Scott!     WaFd customers can try FINSYNC’s software at 50% off for 6 months where you can send payments, run payroll, and manage business finances all in one place.   
FINSYNC and WaFd Bank are combining forces to deliver intuitive accounting software with unmatched customer service for business owners to take control of their cash flow and experience financial harmony. In this month’s Spotlight Interview, we chatted with Customer Service Representative, Kawanda Ready. Kawanda’s dedication to the WaFd team and her commitment to the small businesses she assists shines like a beacon and is just another proof-point that WaFd and FINSYNC are better together!

What do you enjoy the most about your job?

I am a very social person, so I love being able to meet new people and have those wonderful conversations.

What is your favorite part of being part of the WaFd team?

Being part of WaFd is like being part of a family. My colleagues have become my friends. When you live at work more than at home, it is a blessing to be able to come in every day to a warm, inviting environment. 

How do you locate business owners that may be a good match for FINSYNC?

When I’m looking at potential FINSYNC clients, I am looking for small business owners who are trying to do all of their payments and payroll on their own and just need a little extra help.

What is your approach like?

I approach everyone as a friend so that it is easier to get people to open up. Once I have established that connection, they start talking about their business and pain points. I am listening for areas around payroll being too expensive or their accounting system being hard to use. I am in tune with them and helpful versus being a salesperson. I might ask, who helps you with your books? What do you like about it? What don’t you like? 

Do you think your customers struggle with other software solutions, such as Quickbooks?

Definitely! Previously, I was both the operations manager for a trucking company, and I was the manager for an accounting shop, for both of which I did the books for this organization. I worked with Quickbooks for 10 years, and it was hard to keep up with the changes they made; it was confusing. One owner and I spent 8 months trying to figure it out, and we never did. I have a college degree in accounting, and it was easier for me to write everything down. It is so confusing; they lost user-friendliness. Then as soon as you figure something out, they charge another monthly fee to use it.

What do you like best about FINSYNC?

I am excited about the products FINSYNC offers. I think it is amazing. It is so nice for small businesses to be able to have an all-inclusive package instead of what other software companies do by adding additional charges. FINSYNC is more user-friendly and everything is right there in one place.

What other “banking tools” could we provide you to help you succeed?

More FINSYNC pins! Also, it would be nice to have a video I could play really quickly on my phone to small business owners about FINSYNC.   Kawanda’s joyful personality and positive attitude will no doubt take her to new heights within the WaFd family. We are honored to have her as a part of the FINSYNC family as well and look forward to future conversations down the road. Thank you, Kawanda!   Learn more about FINSYNC's all-in-one cloud-based accounting platform. As a customer of WaFd Bank, you can use FINSYNC’s software at 50% off for 6 months.  
Services FinSync Quickbooks Bill.com Gusto Expensify TSheets Harvest
Payments
Bill Pay
Invoicing
Accounting
Payroll
Expense Reimbursement
Time Clock
Time Sheets
Projects
Cash Flow Management