How Accountific cut email volume by 90% with Moxo

In this episode of the Service Orchestrators Podcast, hosts Nikhita Iyar and Naz Ahmed chat with David Monteith, Founder of Accountific, a leading Canadian bookkeeping firm specializing in the food and beverage industry, about how Accountific transformed their virtual bookkeeping services and improved client relationships using Moxo. David shares insights on managing remote client relationships, optimizing communication channels, and delivering specialized financial services to the restaurant industry.

By leveraging Moxo, Accountific achieved:

•    Transformed client communication: Achieved a remarkable 90% reduction in email volume by centralizing all client interactions in one unified platform

•    Elevated professional service delivery: Enhanced firm credibility through a sophisticated client portal and organized communication channels

•    Optimized operational costs: Eliminated multiple software subscriptions by consolidating all communication tools into one comprehensive platform

•    Streamlined client onboarding: Implemented dedicated private channels and group chats from the discovery stage for seamless client integration

•    Enhanced team collaboration: Created efficient workflows with secure document sharing and organized communication threads for better service delivery

•    Specialized industry solutions: Delivered flexible financial services tailored to the unique scheduling needs of food and beverage businesses

Tune in to discover how Accountific leveraged Moxo to revolutionize their client communication, reduce operational costs, and deliver exceptional bookkeeping services to the restaurant industry.