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 books, 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 a manager for an accounting shop, for both of which, I did the books for these organizations. I worked with Quickbooks for 10 years and it was hard keeping up with the changes they made, it was so 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.