Tragedies can sometimes offer unexpected paths to a new purpose. Judith Joachim with CC's Home Health Care has followed this path. Judith has always helped people in her extensive nursing career. When her mother finally needed assisted care in the last years of her life, Judith was there as much as possible. However, her mother's determination to remain independent and live in her own house led to a terrible fall, putting her in the hospital until she passed. Judith decided to use this experience for the better and create her own assisted living company. Judith was determined to create a company that would give people the care they needed and deserved. This way, more independent individuals will still have the feeling of living in a loving family home environment. Best of all, she named it after her mother.
Tell me about your company and how your idea originated.During my master's degree in nursing, my final class project was to create a company or project around nursing. I chose running an assisted living facility because I have worked in healthcare for over 20 years. I started when I was 15 as a candy striper so helping people is basically my life.
What inspired you to start your company?After I graduated, my elderly mom was also going through her own health issues. My mom was always an independent woman, not wanting others to do things for her. But when the time came when she needed help, I became very hands-on and helped her with her care. She lived with us here in Georgia, but she ultimately decided to go back to Florida to remain more independent. Unfortunately, her health really declined, and I planned for her to come back to us. But she fell and wound up in a nursing home and, sadly, passed away in 2018 at the age of 83. This situation really pushed me to move forward with my business. I named it CC’s Family Home Care after my mom, and we take care of elderly clients who want to remain in a family home environment.
What are some of the challenges you’ve faced as a small business owner?We had a client with dementia and other issues which presented us with a situation where she needed 24-hour round-the-clock care. So my husband and daughter have pitched in, and we tag team the rigorous schedule. Additionally, we are looking to extend to another location which is another challenge right now. We plan to purchase a second home and renovate it for more clients.
What’s the best thing about being a small business owner?I get to choose what I do, when I do it, and how I do it. I can try something and see if it works and if it doesn’t, I control the next steps.
What prompted you to start using FINSYNC?This client came into my life, and she was looking for a place for her mom. After seeing our facility, she called and said she was bringing her mother in. Right then, I realized I had to partner with a company that would handle payments. I knew I couldn’t just take a credit card number, so I went to my credit union to find out if they could recommend someone, and they introduced me to FINSYNC. I spoke with Jack Stone, who was very nice and personable; he made me feel comfortable. After speaking with Jack and seeing the platform, this prompted me to join FINSYNC.
What are the biggest benefits your business has experienced using FINSYNC?I like the fact that I can create an invoice, send it and create a copy of it so I can go back to it. This helps so much with my organization.
What financial institutions do you have connected to FINSYNC?LGE Credit Union is who referred me. I was looking for programs that could easily handle the payments side of my business, and so LGE recommended me to your company.
What would help you the most right now with your business?I am interested in having a mentor. Someone that has been there before and is willing to teach and give valuable advice. Day by day, I am always learning something new.
Anything else you would like to share with other potential and actual small business owners?The internet is a great place for research. Just try things out; if it doesn’t work, you can adjust. Keep the faith!! I feel in my heart that quitting is definitely not an option. I have been in this for so long, I will do whatever it takes to succeed. Are you a small business owner? We would love to hear your story. Maybe your business will be featured one day, like Judith!
We all know how it feels to be constantly bombarded with ads and sales pitches. Sandi knows this all too well, working in the insurance industry. However, she has found success by differentiating herself from other salespeople trying to make a quick sale. Instead, she builds trust and rapport with her clients, resulting in long-term relationships and repeat business. By taking the time to get to know her clients and their needs, Sandi provides them with the best possible service. Her caring approach is a breath of fresh air in an industry where it can be easy to get lost in the shuffle. It is also one of the reasons she has been so successful. Read more about Sandi and her company, The Insurance Connection, below.
Tell me about your company and what inspired you to start.We are a small independent insurance agency. I was originally inspired by my mom, who has worked in this industry for most of her life. She focused primarily on churches and nonprofits, introducing me to niche marketing. Our agency works a lot with churches and nonprofits. Honestly, I am not a very good salesperson. I am not going to pressure people. When I hear about classes that teach salespeople how to “overcome the objection,” I am simply turned off by that. I want to provide people with an education and be their trusted advisor. I want my clients to know I have their best interests at heart. I just don’t want to sell; we are constantly being sold from all walks of life.
What are some of the challenges you faced in your previous job?The legal industry isn’t very family-friendly unless you are a lawyer, and the support staff doesn’t get the opportunity to have flexible schedules. After the birth of my second son, I realized that the legal industry isn’t conducive to the type of mother I want to be. At this time, my mom had her own insurance agency. I reflected on the mother she was to me; she was able to be very present, available, nurturing, and supportive of her family. Shortly after I got my insurance license, I worked for my mom for about a year, and decided to open my own agency in 2015.
What’s the best thing about being a small business owner?For most of my adult life, I worked primarily in the legal industry and social service. I worked as a paralegal for ten years. I worked in areas of law that helped people with personal injury, domestic law, etc. I have always had a heart for serving others. By starting my own agency, I can work with nonprofits that satisfy my desire to help others.
What prompted you to start using FINSYNC?All of my employees were previously contractors, which was easier. However, I was working for a non-profit organization with Dave Olsen, the President of Payroll for FINSYNC. So when it was time for me to make the switch to payroll, I reached out to Dave, who referred me to FINSYNC. He mentioned it would be a great way to grow, send payroll taxes, and support along the way.
What are the biggest benefits your business has experienced using FINSYNC?As a business owner who actually works in the business, I am not just an office administrator. To have that customer service on the phone when I have a question is a tremendous resource for me. I also love to support a local company instead of large conglomerates, and knowing Dave personally, all of these things played into my decision to choose FINSYNC.
What financial institutions do you have connected to FINSYNC?Truist was a merger between BB&T and SunTrust, and that merger really affected our syncing issues. I was pleased with the support I got from FINSYNC. They went in and manually updated items that weren’t syncing because I was overwhelmed by it. It was really stressful, but when I reached out to you, you were phenomenal.
How does having FINSYNC connected to the accounts mentioned above make your business life easier?I have noticed how the platform has changed and evolved. I really appreciate that FINSYNC doesn’t charge extra for certain features. Again it is one of those sales things. We are charged for every little extra feature. We are constantly being sold in our society. When someone notices that people are using that feature, then all of a sudden, they want to charge more for that.
What advice do you have for those thinking about starting their own business?You need to have a full plan in place. Starting a business is not for the weary if you depend on it as your full-time income. There are many things to figure out, and no playbook exists. It takes a lot of research, dedication, and planning. FINSYNC updates your payment transactions in real-time as you run your business. Take control of your cash flow management today!
Jaipal's decades of experience in his industry give him a unique perspective on what it takes to succeed. He attributes this success, in part, due to never staying still for too long and constantly striving toward greater heights with every new challenge he faces. Being able to leave one's comfort zone and embrace change is an essential skill that all entrepreneurs should adopt. A good business owner needs to have an open mind and willingness to learn new things so that when opportunities or obstacles come into play, they can smoothly navigate their company towards success.
Tell me about your company and what inspired you to startI was previously working in IT for many years, and I wanted to start my own company, Jai Consultancy, because I am very familiar with all the systems and working with clients. I primarily focus on creating IT projects with our clients, usually through the Prime Vendor or point person. I manage all the technical support and system administration in addition to monitoring activities, planning, projections, and any programming within this system. The Prime Vendor is who has the contract with the client and then with my business. I work for the Prime Vendor, completing all the technical support projects.
What are some of the challenges you’ve faced as a small business owner?Becoming an expert very quickly in all the different technologies and organizations. I can never stay in my comfort zone and stick to just one platform. I have to be ready to pivot and become proficient in new software in a few days. For example, suppose a company decides to start implementing IT Modelization. In that case, I have to be ready to learn the technologies to an expert level very quickly and ensure their systems will be able to respond seamlessly.
What’s the best thing about being a small business owner?I think it is important not to rush the growth of my business. I prefer not to accept lots of contracts and hire people immediately. Growth will happen eventually. I will never compromise on quality.
What prompted you to start using FINSYNC?Soon after starting my company, I began looking for a payroll service. I didn’t want to just send paychecks without researching the right way to pay people. So I went into Fulton Bank and asked if they had a payroll service they could recommend. Heather with Fulton Bank quickly got back to me and referred me to FINSYNC.
What are the biggest benefits your business has experienced using FINSYNC?FINSYNC is very smooth and easy to use. Last week I had to run my payroll, and I could complete it in just one or two clicks. I really appreciate this expediency.
What financial institutions do you have connected to FINSYNC?I went to Fulton Bank for advice with payroll because I knew they were invested in their community and would have a good recommendation. Heather was happy to help, and I am very grateful.
How does having FINSYNC connected to the accounts mentioned above make your business life easier?I recently asked about adding 401K to my payroll processing system and if FINSYNC would be able to support these deposits. Fortunately, yes, it handles 401K, which is great. Other payroll services do not do it. If they do, they have to integrate with a third party that charges their own fees. I like that FINSYNC can handle both, so soon, I will open and connect this type of plan.
What advice do you have for those thinking about owning their own business?Have patience and know your industry knowledge. Before starting a business, one must understand it inside and out so you can easily identify hiccups when they appear. Process payroll with confidence using FINSYNC’s online payroll and timecard for employees and contractors.
In a world of big box stores and online shopping, it can be easy to forget the importance of local businesses. Recognizing the vital role that small organizations play in our economy is a mission that WaFd Bank and FINSYNC do not take lightly. By working together, this partnership enables our communities to remain vibrant and thrive by providing small businesses with the resources they need for success. When Juniper started, Charlotte had this very thing in mind. Charlotte has a considerable drive to support local artists and source her products from neighborhood companies. She plans to create jobs and help keep money circulating within the local community, which can have a ripple effect that helps support the entire local economy. Rhonda, Charlotte’s mother, runs the back office and details their story below.
Tell me about your company and what inspired you to create it.What started as an ‘idea’ has transformed into a full-on family-run operation. Owner Charlotte Sirianni and her husband David run a small boutique store called Juniper Outpost (JO). JO is proud to support more than 30 artists from the tri-state area. Artists have the opportunity to offer some of their work along with the merchandise Charlotte has curated for JO. The community of Mesquite NV and the surrounding area are enjoying shopping at JO, and their support is what makes JO a success.
What are some of the challenges you’ve faced as a small business owner?Some early challenges JO faced included shop design and product selection and making sure our record keeping was sound and, most importantly, accurate. Something that new business owners may not grasp but is important. If you know you need a new solution, don’t rush the decision so you can get the right software that is the right fit. If people give more thought to other platforms other than the most prominent solutions, it will benefit them in the long run.
What’s the best thing about being a small business owner?At the top is how the community has embraced JO. From the Chamber of Commerce to her customers. All have encouraged Charlotte to continue on her path and reaffirm the need for a specialty/gift shop in our town of approximately 23,000. Residents were looking for more shopping opportunities.
What prompted you to start using FINSYNC?Charlotte needed to commit full-time to manage and running JO, so she asked me to assist with the office work. I took over what she had started in Quickbooks Online for payroll, accounting, and interface to the point of sale software, Clover. When I took on some of these duties, I found that QBO was quite robust in functionality but not as intuitive as it might be for a newer user. But Quickbooks did not have useful online help and available support, which was not working well for us. QBO was difficult just to walk in and easily understand.
What are the biggest benefits your business has experienced using FINSYNC?One of the many benefits is that the breadth of functionality in FINSYNC meets the needs of JO, and the application is intuitive for the person learning and using FINSYNC. The interfacing with our bank and business credit cards is a big plus. These interfaces are expected to significantly reduce the office's individual transaction entry/maintenance.
What financial institutions do you have connected to FINSYNC?Our Business Bank account is with WaFd. Heidee Draney, a personal banker with Washington Federal Bank, played an important role in introducing Juniper Outpost to FINSYNC. She introduced us to the team and coordinated our demo. Heidee was instrumental in turning us on to FINSYNC, and we are grateful for her efforts and follow-through.
How does having FINSYNC connected to the accounts mentioned above make your business life easier?As mentioned, the auto interface reduces manual transaction entry and maintenance. Reducing the chance for human error. Third, JO has over 30 commissioned Artist payments each month, adding efficiency for both our Artists and JO. Reduced subscription costs are also a plus.
What advice do you have for those thinking about owning their own business?GO FOR IT!!! Trust that you have what it takes. Complete a business plan. Understand the business you plan to open, ask for help, and simplify the operation. This is where FINSYNC and its auto transaction interfaces and functionality will be useful. Let me add we expect to use the payroll processing system as we hire employees. Which is another significant advantage. Keep as much of your solution with one reliable vendor.
Anything else you would like to share with other potential and actual small business owners?Have fun, be patient with yourself, and know your community wants you to succeed. Don’t overlook the value of complete and accurate record keeping. Use automation, such as what is offered by FINSYNC. FINSYNC continues to support your small business with updated accounting and business knowledge to help you grow, scale and succeed.
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.
For Seth Larson, truck driving wasn't just a job; it was a way of life. But after he and his wife welcomed their first son Wade Quinn Larson, Seth knew he wanted to be present for the most critical moments in his son's life, and his priorities quickly changed. He set his sights on a new career that would allow him to be at home with his family, so he started his own company called Alamo Dispatch. Seth is passionate about his work and takes great pride in helping others achieve their goals. He understands owning his own business isn't always easy but worth it. Because he clearly understands his "why," he has created a successful business and been the loving father he always wanted.
Tell me about your company and what inspired you to start.Alamo Dispatch is a truck dispatching company. We receive a load request from our suppliers and connect these jobs with our drivers to complete the delivery. These jobs can transfer pellets for manufacturing, dog food, or other goods that need to be delivered quickly and efficiently. I was a driver for six years, and I have a 4-year-old kid. There is a lot of work in transportation that doesn't require being on the road. I knew I didn't want to miss out on being a father to my amazing boy!
What are some of the challenges you've faced as a small business owner?Right now, inflation is a challenge. The job rates are not matching up with the increasing fuel prices. The trucking industry has had a steady decrease in drivers over 5-10 years. Last year, trucking companies in the United States suffered a record deficit of 80,000 drivers.
What's the best thing about being a small business owner?The money I make goes to my family. I start early and work hard to accomplish my goals and not someone else's quota. I have the flexibility to get things done and still be a family man. The decisiveness of making decisions and learning from the result of those decisions along the way. Learning is definitely a huge part of being a small business owner.
What prompted you to start using FINSYNC?I am part of a group of other business owners, and we advise and support one another. They recommended that Randolph Brooks Federal Credit Union start my business account since they are well regarded with the group. Someone from the business department called after I opened my account and asked if I was looking for software to do invoicing. The banker recommended FINSYNC as a great resource. It wasn't until I scheduled a demo that I understood FINSYNC is more than invoicing. I was all set to contact ADP for payroll and Quickbooks for cash flow, and I learned from Jack that FINSYNC could do it all. Jack mentioned that FINSYNC syncs up well with my bank Randolph Brooks, which happens automatically.
What are the biggest benefits your business has experienced using FINSYNC?The price is right, and there aren't all these add-on costs that other accounting software charges. The payments, accounting, and payroll are the three services that matter to me. It is nice that everything is all in one place at an affordable price. All of my drivers are 1099 contractors. They are easy to pay; the system tells me when they have opened the invoice, so I know when they have had their eyes on it. Additionally, we receive money from our clients that need their products transported. Also, I appreciate your customer service. It is so difficult to get someone on the phone in today's world, and you are sitting on hold all of the time. But I have spoken with Clark and know I can contact him anytime. He always responds quickly with a solution, and he has excellent communication skills.
What financial institutions do you have connected to FINSYNC?I was only 14 when I opened my first checking account with RBFCU. This is a big military town in San Antonio, and Randolph Brooks was connected to the airforce. My dad was active in the military, so we both set up an account. It made sense to create my business account here too. When I first started using FINSYNC, I felt like it wasn't syncing every day. I spoke with your customer service, and they looked into it. Now it syncs right away. It also has a "manual sync" option, but I rarely use this anymore because I see the transactions right away.
How does having FINSYNC connected to your accounts make your business life easier?FINSYNC syncs up with Randolph Brooks so cleanly. I know that other accounting software does this too. FINSYNC does my payments, accounting, and payroll just as well as the bigger names in this industry. There are no compromises, and I have everything that I need all in one place at market standard for a far lower cost. It is easy to think that because something is cheaper, you aren't getting the same quality or missing out on certain features. But that's not the case. You guys are providing services just as well as everyone else and at a lower cost. What's not to like about that?
What advice do you have for those who are thinking about owning their own business?The pennies matter, and it is important to understand how much cash is coming in and out. Knowing your "why" will help get you there.
What features could FINSYNC implement that will make your life a little easier?I wish the timekeeping features were more robust. If I am using the billing system, it is clear how it has been updated; it is so clean and easy to use. Every step of the way, I can download pdfs and access everything from one place. It is far more polished on the accounting side than on the timekeeping product. If you’re looking for more helpful tips, the FINSYNC blog is a great resource. Maybe your successful business will be featured one day!
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.
For those of us who have never worked with large corporations, we probably never would have considered the logistics of moving thousands of employees in and out of the parking lots during a shift change. Well, this is precisely what Jackie and Daniel Arredondo focus on daily. They created a traffic planning business, and it is now a hugely successful operation that spans 14 states. Read below about their small business journey and how Jackie used FINSYNC to help navigate the ins and outs of creating their business.
Tell me about your company and what inspired you to startMy husband, Daniel, started our company, JPA Traffic Services. We employ off-duty police officers to do security, traffic control, parking lot control, and for anything else you would want a police officer. We started this because my husband was a police officer for 32 years and saw a need. Our major client is Amazon. We created a traffic plan to get their influx of over 1,000 employees in and out of the parking lot within a short period of time. It all began with one facility in San Marcos, TX, and has grown significantly over the past few years. We are now in 23 facilities in 14 states. Daniel goes to all of the facilities and creates the plan. I do all the books to ensure everyone is licensed with tax information and other paperwork is in order and up-to-date.
What are some of the challenges you’ve faced as a small business owner?We weren’t ready for the amount of growth that we went through. Previously, I managed retail stores, so I had experience with businesses and accounts receivable. But I had to learn to come at it from a small business perspective. Then we didn't stay small for very long! It was especially challenging during COVID when we had two kids at home. I had to help him run the business and try to teach my kids. It was a handful.
What’s the best thing about being a small business owner?I enjoy being able to do things when I need to do them. The flexible schedule allows me to take care of my kids and even take them to the pool. I worked this morning, and then I will work again just before midnight. It is so convenient to do things on my time when I need to.
What prompted you to start using FINSYNC?We can link up our business account with FINSYNC and see everything in one place. It is easy for me because I can pay my officers all over the country as long as I have their email addresses. It is easy for them to sign up and not have to wait for a paycheck. UPS and FedEx aren’t the best way to send hundreds of thousands of dollars.
What are the biggest benefits your business has experienced using FINSYNC?I like how everything is itemized, just like it would be with a regular account. I can go in and categorize every transaction. Then our bookkeeper can run the reports and run everyone’s 1099. It is so convenient to do everything in one place.
What financial institutions do you have connected to FINSYNC?For such a long time, we have been with RBFCU or Randolph Brooks Federal Credit Union. We have our mortgage, vehicles, and both personal and business accounts. We like them a lot and everyone there is very helpful. They recommended FINSYNC to us, saying it was a service offered to business customers. We were growing and trying to find an easier way than handwriting checks every day.
How does having FINSYNC connected to the accounts mentioned above make your business life easier?A couple of times, the officers didn’t put in their account information in time or correctly, so we have been able to utilize your customer service. They fix things for us and have helped merge the account and sync it. I am not very tech-savvy, so FINSYNC customer support has pretty much done everything for me and made my transition very smooth.
What advice do you have for those who are thinking about owning their own business?Take your time and look at all of your options when choosing a financial platform. Make sure you are picking the best model that will be the best for you. The services are there to be helpful and support you, so choose the one that will do the most for you. Free up time to focus on mission-critical areas by putting administrative tasks on autopilot with intuitive online tools like FINSYNC that can do the heavy lifting for you.
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