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Finance Company Case Study: Accounting Options
by Accram / Tuesday, 15 November 2016 / Published in Managed IT Case Studies

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Accounting Options is a 20-year-old CPA firm, offering book-keeping, tax, and various consultation services, primarily for small to medium sized businesses in the Phoenix area. They are a small business with a total of 5 employees, including one out-of-state employee, and the owner, Tony Josifek.

Challenges

When Tony bought the practice, he noticed right away that the servers in place needed to be upgraded. In the first year, the firm spent $2,000 on server maintenance alone. Employees were also limited in terms of where they could work. Their need to work remotely presented too many security risks and was not an option at the time. When Tony had originally considered purchasing new hardware and software, the capital investment would have costed around $12,000, and the operational costs associated with the equipment would have costed thousands more.

Solutiontonys-testimonial

What immediately peaked Tony’s interest in Mobile Office was that he could have the technology that his business needed, without capital investment, and with reduced operational costs. Another feature of Mobile Office that attracted Tony was that he would not have to maintain hardware and infrastructure after moving to a hosted solution, and the team could access their company data from anywhere. Data Security was also a determining factor in choosing Mobile Office, as Tony knew their customer’s sensitive data would be much safer in a data center than it would be on-site, for many reasons.

Conclusion

Accounting Options has been using Mobile Office for the past year, and Tony no longer worries about data security, upgrading servers, or maintaining equipment. The Accounting Options staff now has the flexibility to work remotely as well, which has proven to be a huge benefit to the team’s productivity. Tony plans to hire more employees over the next few years with the help of Mobile Office as his business continues to grow its client-base.

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