Before

Accounting Workflow

  • Cloud-based accounting software, minimal automation.
  • Paperless, with poor accounting system integration

SaaS

  • Manual entry over stripe transactions
  • Difficulty with capturing sales tax over stripe transactions

AFTER

Accounting Workflow

  • Cloud-based accounting software, heavy automation - using Xero.

  • Paperless (receipts), with streamlined accounting system integration

SaaS

  • Automated Stripe solution to record accurate sales and sales tax transactions

Our Technology Solution

Xero, Stripe, Online Accounting
 

Selling services online across North America comes with challenges.

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ConnectCPA assisted with helping us understand the tax implications of our SaaS business and created an automated solution to ensure we capture our financial data from Stripe correctly. We now spend less time bookkeeping and more time running our business.
— Abigail Keeso, Co-Founder