About Adam
Adam Woeller founded Accelerate Accounting in 2021 after a corporate career and helping scale various start-up and high-growth companies. Accelerate helps start-ups, CPG brands, and various small businesses scale; and do so at the right speed. His firm focuses on providing cohesive financial services - from bookkeeping to tax work to high-level advisory - all under one roof. As Adam states, "I use LiveFlow as a tool that differentiates me in the market. It unlocks a whole new client set."
What drove Adam to become a Syft customer
After initially using LiveFlow, Adam switched to Syft, attracted by lower pricing, unlimited entities, and sleek out-of-box visualizations. The platform's cookie-cutter approach to financial management seemed appropriate for his needs at that time. Syft appeared to be a no-fuss solution.
However, he quickly encountered significant limitations. These included inflexible forecasting capabilities, slow refresh rates during client meetings, time-consuming manual work, and delayed customer support responses.
Why is LiveFlow the better platform for Adam?
Adam's return to LiveFlow revealed that the choice wasn't just about software comparison - it was about operational efficiency. As he noted, "I almost felt like I needed to hire another headcount when I switched away from LiveFlow. It was like I literally lost employees."
LiveFlow offered four key advantages:
- It’s lightning-fast operations featured a 2-second refresh rate compared to Syft's 2 minutes, enabling real-time updates during client calls.
- Superior forecasting capabilities provided seamless spreadsheet integration and handled complex scenarios like rapid scaling.
- The platform offered a customizable client experience with tailored dashboards and selective report display.
- LiveFlow's support team is very quick to help out and provide instant, personalized tips and guidance.
Enhanced Client Services and Strategic Impact
While Syft might suffice for simple bookkeeping and basic monthly reporting, LiveFlow enables a higher tier of strategic advisory services for Accelerate. This includes more interactive client meetings and sophisticated financial analysis.
As Adam explains, "LiveFlow isn't just a financial reporting tool - it unlocks a different level of service I can provide to clients." Despite LiveFlow's higher price point, Adam found the investment justified through significant time savings, enhanced service capabilities, improved client experiences, and operational efficiencies.
Comprehensive Financial Platform
LiveFlow serves as a comprehensive financial home base, providing all tools in one place. This platform approach reduces client confusion and delivers a cohesive experience. By centralizing financial operations, LiveFlow not only streamlines processes but also creates a unified ecosystem for financial management and reporting, further enhancing the value proposition for both Accelerate and its clients.
Final Verdict
For Adam, the choice wasn't between two software options. Instead, it was between Syft plus hiring additional help versus LiveFlow's all-in-one solution. The decision to return to LiveFlow wasn't just about features - it was about enabling a higher level of client service and operational efficiency. Check out Adam's full interview below!
Checkout Adam's full interview
Want to learn more about how LiveFlow can transform your financial advisory services? Schedule a demo today.
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