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.