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Case Study: Solving Both Bookkeeping & CRM Issues at Once

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Case Study: Solving Both Bookkeeping & CRM Issues at Once

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SPS_MKTG_Case-Study_Westwind-Recovery-1.jpgWestwind Recovery Residences needed help with bookkeeping, financial reporting, cash management, and also with customer relationship management (CRM).

The organization never expected to find a single solution for all of this…until they met the Supporting Strategies team.

Growing Pains
Westwind is part of a group that operates 16 sober living homes in the Los Angeles area. Soon after its founding in 2014, the company started experiencing rapid growth. While that was a welcome development, it also stressed the company's finances. "It became clear that we could no longer run the business based on how much cash we had on hand," said Westwind Co-Owner and Intake Coordinator Justin Wells.

An annual financial statement from a CPA didn't provide nearly enough detail for Westwind to diagnose its cash flow problems. Their attorney recommended Supporting Strategies. With clear, professionally prepared monthly financial reports and integrated software tools in place, Westwind has been able to get a much more detailed picture of its financial performance across business lines as well as residence by residence.

A Creative CRM Solution
Besides transforming the accounting and finance functions for Westwind, Supporting Strategies also resolved a substantial CRM bottleneck. Initially, Westwind had no integrated, companywide database on its residents, such as records of previous stays or information regarding prescription medications and insurance carriers.

Supporting Strategies selected a CRM solution that will give all stakeholders real-time access to a shared resident database. It integrates directly with the accounting software, which enhances efficiency by reducing manual billing errors and streamlining invoicing and expense reporting.

To learn more about what Wells calls the "creative, simple solutions" to his company's complex problems, download the Westwind Recovery Residences case study.

Mark Wald

Author:

Mark Wald

Mark Wald, Managing Director, Supporting Strategies | Santa Monica, LA, and Ventura County, provides bookkeeping and controller services to growing businesses.

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This website is created by Supporting Strategies to provide general bookkeeping and accounting information only. Supporting Strategies does not provide tax, legal or accounting advice, and the information contained herein is not intended to do so. As such, the information provided should not be used as a substitute for consultation with professional tax, legal, and accounting advisors, and you should consult with a tax, legal and accounting professional before engaging in any transaction.