WEBVTT NOTE This file was generated by Descript 00:00:00.000 --> 00:00:03.240 Lorenda Christensen: I'm based . Out of Tulsa, Oklahoma, I'm the managing 00:00:03.240 --> 00:00:05.759 partner of Berryhill Consulting. 00:00:05.840 --> 00:00:09.439 We primarily specialize in bookkeeping services. 00:00:09.821 --> 00:00:11.473 We try to stay away from tax. 00:00:11.813 --> 00:00:13.533 So we do mostly bookkeeping. 00:00:13.593 --> 00:00:14.793 We're a very small firm. 00:00:14.793 --> 00:00:17.233 It's just me and one employee. 00:00:17.663 --> 00:00:21.083 We work with a lot of CPAs, one in particular, out of the Fort 00:00:21.083 --> 00:00:25.520 worth area who specializes in tax and business consulting. 00:00:26.030 --> 00:00:30.110 And he found out that he was getting a lot of people who wanted like a 00:00:30.110 --> 00:00:34.070 one-stop shop for accounting services, but he wasn't really interested in 00:00:34.070 --> 00:00:38.610 doing the bookkeeping because he had a hard time making money on it. 00:00:38.670 --> 00:00:41.190 Because it's kind of disorganized and everything. 00:00:41.270 --> 00:00:42.770 Client Hub helped us with that. 00:00:42.770 --> 00:00:44.870 So we are profitable doing that. 00:00:44.870 --> 00:00:45.720 We love it. 00:00:46.400 --> 00:00:48.038 We love Client Hub. 00:00:48.038 --> 00:00:53.151 So when I came across Client Hub I, I, I giggled like a school girl because 00:00:53.151 --> 00:00:57.914 it, it has basically everything, that we need to do our jobs. 00:00:58.199 --> 00:01:02.099 It has that encrypted file storage, which is just to me, that's the number one 00:01:02.099 --> 00:01:07.279 feature for me is to have everybody's file folders in a single window. 00:01:07.279 --> 00:01:11.643 I'm not having to wait for the, screen to refresh, to go in and, you know, 00:01:11.643 --> 00:01:16.773 look at the stuff or go navigate to different file folders or have to worry. 00:01:16.908 --> 00:01:20.628 So we just really love the, the file storage piece of it because 00:01:20.628 --> 00:01:22.308 it's secure, it's encrypted. 00:01:22.763 --> 00:01:25.683 but it's easy access for both my team and for the clients. 00:01:25.683 --> 00:01:29.763 So there's also a chat feature in here where we can have conversations 00:01:29.763 --> 00:01:33.003 and they can share files with us, or just ping us over something. 00:01:33.003 --> 00:01:35.613 It comes with a mobile app, so they can do it from their phone. 00:01:35.943 --> 00:01:39.431 Which, you know, all of my construction clients really love that because 00:01:39.431 --> 00:01:41.981 typically they're out in the field and they're not sitting in front of 00:01:41.981 --> 00:01:44.171 a computer, like we are all day long. 00:01:44.309 --> 00:01:49.289 The idea of being able to see a problem and fix it immediately 00:01:49.289 --> 00:01:50.549 really appealed to me. 00:01:50.829 --> 00:01:52.606 It's really just been a game changer for us. 00:01:52.606 --> 00:01:54.766 It's made things so much easier. 00:01:54.766 --> 00:01:55.696 It saved us a ton of time. 00:01:56.646 --> 00:02:01.956 And we probably about four months ago finally finished converting 00:02:01.956 --> 00:02:03.396 all of our clients in there. 00:02:03.396 --> 00:02:08.116 So now we are fully Client Hub and have started telling our clients that if 00:02:08.116 --> 00:02:11.176 you're not interested in using this, we're probably not the firm for you. 00:02:11.176 --> 00:02:15.706 Because it's just that integral to how we do business and how we can make money 00:02:15.706 --> 00:02:20.266 doing this without having to charge ridiculous fees to small businesses who 00:02:20.266 --> 00:02:22.726 typically can't afford ridiculous fees.