Embrace the power of talent and technology
“In 2017, we decided to start fresh with Xero. There is a tab on Xero – Xero Specialist – and you get connected to accountants.” That’s when they met Burton Li from Sutro Li.
“We're small, so it's really nice that Burton’s company gives us the option of going quarterly versus monthly. So we can save some money that way – and then also I'm still involved, which is actually a good thing because I see more of what's going on financially in our company.”
What started as small soon blossomed to a highly-integrated solution set. “We use Harvest for time tracking and invoicing. Every time we get paid, we record it into Harvest and then it gets copied into Xero automatically.”
Technology is only part of the partnership. Burton brings his expertise to help Studio BANAA streamline their operations – and it always starts with a good old-fashioned chat. “We have a quarterly meeting set up always. We go over the past quarter and review the financials of the year. We are in contact through email, and if there is a dilemma or emergency we give him a call.”