Marie Greene founded Connected Accounting in 2019 to create a modern, cloud-based accounting firm that prioritizes automation, efficiency, and deep client insights.
With a team of 14 spread across multiple U.S. states, Connected Accounting specializes in complex accounting solutions, custom reporting, and CFO-level financial management.
The firm primarily serves clients in Southern California but also has a national and international client base, including Australian and New Zealand companies with U.S. entities.
Marie’s mission is to stay ahead of industry trends by embracing technology and preparing for a future dominated by automation and AI.
Before adopting G-Accon, Marie’s firm faced several industry-standard challenges:
Marie identified a growing need for a solution that integrated seamlessly with Google Sheets and provided robust automation to streamline operations.
Marie’s firm transitioned to G-Accon after initially using LiveFlow. According to Marie:
“We used to use LiveFlow and switched over to G-Accon because it, for us, answered the same need, but it was a lot more affordable. And it was a pretty easy transition overall. We had to train the team, but the tool’s pretty intuitive.”
Marie appreciated G-Accon’s:
According to Marie:
“The G-Accon team understands us because they’re small business owners too. They’ve created a product that’s practical, efficient, and affordable. It’s rare to find a tech company that cares about relationships, but G-Accon does—and that’s why we’re happy to work with them.”
"We link it once, duplicate our workbook for every client, and for every month of the year, and it works."
"Instead of having to download accounts receivable reports every pay period or every month, we just run AR on a recurring basis and it updates."
G-Accon’s automation capabilities allowed Connected Accounting to scale its services without increasing headcount.
As the accounting industry transitions to a decade dominated by automation and AI, Marie sees tools like G-Accon as essential for staying competitive and attracting top talent.
Marie highlighted just how essential G-Accon has become to her operations:
“If G-Accon disappeared tomorrow, I’d need to hire someone else or switch to a more expensive competitor. It would cost me so much more time and money.”
Marie’s experience underscores the value of investing in affordable, user-friendly tools:
To remain competitive, accounting firms must embrace automation and streamline repetitive tasks.
G-Accon’s customer-focused approach created trust and loyalty.
“They understand our challenges and work with us to solve them.”
“Their reasonable pricing has won them adopters, including several peers I’ve recommended to switch.”
“G-Accon is the tool every accounting firm should be using. It’s under the radar, but it has completely transformed our operations.”
Connected Accounting was founded with a vision to do business differently. In 2019, Marie Greene decided to reach beyond the normal expectations of a financial services firm by creating one that provides peace of mind for entrepreneurs and business owners.
Founded: 2019
Headquarters: Los Angeles, CA
Team: 14 professionals across multiple U.S. states
Learn More About Connected Accounting: https://www.connectedaccounting.co/
G-Accon is an integration tool that connects Google Sheets with accounting software like QuickBooks, enabling automated data uploads, downloads, and real-time financial insights. With G-Accon, organizations can streamline their financial workflows and gain access to up-to-date financial data without manual intervention.
Start your free trial today and see how G-Accon can empower your financial reporting.
Transform your financial processes with automation – make reporting easy, accurate, and scalable with G-Accon.
Wellstead Solutions specializes in financial operations for nonprofit organizations, helping them streamline accounting processes, track donations accurately, and maintain real-time visibility into their financial health. With nonprofits facing unique reporting challenges and tight budgets, Wellstead Solutions needed a way to automate time-consuming manual tasks to provide clients with timely, accurate reports without the delays of traditional accounting practices.
By implementing G-Accon, Wellstead Solutions has been able to replace its manual data entry and reporting workflows with automated, near real-time processes. This transformation has allowed them to scale their business and improve client satisfaction by delivering financial insights that nonprofit leaders can rely on.
Nonprofits often struggle with outdated financial data, relying on external accountants to close their books on a quarterly basis. As Clay Sandoz, founder of Wellstead Solutions, explains:
"Before they came to us, our clients were dealing with CPAs who’d say, ‘We’ll close your books on a quarterly basis, and it’ll take us 30 to 45 days to do that.’ So you could be 30 days past the end of a quarter and then find out that at the beginning of the last quarter, things were a little off. By that point, it’s not even relevant—you can’t make decisions if you’re 80 days behind on data."
Wellstead’s clients needed real-time visibility into donations, expenses, and overall financial health to make informed decisions, but the manual reconciliation processes and delayed reporting made this difficult.
Wellstead Solutions turned to G-Accon to automate and streamline their financial processes. By integrating G-Accon with Google Sheets and QuickBooks, Clay and his team were able to automate journal entry uploads, donation reconciliation, and profit-and-loss reporting.
"G-Accon has become essential. It saves me maybe a week or several days on our monthly close process. I’ve got it set up to run the whole automation, so by the time I sit down at my desk on the first of the month, most of the processes are done," Clay explains. "I’ll give it a visual check, maybe double-check a few things, but it’s pretty automated."
G-Accon enables Wellstead to pull down donation data on an hourly basis, automatically calculate transaction fees, and refresh financial data every few hours. This automated process gives Wellstead’s clients reliable, up-to-date financial insights without waiting for manual updates.
The G-Accon integration has allowed Wellstead Solutions to create custom dashboards that automatically pull the latest financial data. These dashboards provide nonprofits with tailored insights, like donation trends, donor-specific reports, and fiscal year adjustments.
"We tell our clients, ‘It’s up to you to tell us what story you want your data to tell you,’" Clay says. "If you want to see donations versus expenses over the life of the organization or just for the last 13 months, we can customize all that. The data is there, and G-Accon allows us to pull exactly what we need, in the format we need."
This flexibility enables Wellstead to serve each nonprofit’s unique needs without reinventing workflows every month. With G-Accon’s automated journal entry uploads and financial report downloads, Clay’s team can pull a P&L report in minutes instead of hours, and trust that the data is accurate.
Wellstead Solutions’ monthly close process, which used to take up to a week, can now be completed in a single day with G-Accon. By automating these processes, Wellstead has freed up time to focus on higher-value tasks, like client communication and strategic analysis.
"Even if it’s only saving 30 minutes per client, when you scale that across 13 clients, it adds up quickly," says Clay. "With G-Accon, we’re doing journal uploads and P&L downloads in five minutes. If I had to do all that manually, it would take at least half an hour per client."
For nonprofits, having reliable, up-to-date financial information is crucial for board meetings, donor relations, and strategic planning. G-Accon provides Wellstead’s clients with this confidence by ensuring that the numbers are accurate and refreshed every three hours.
"I love being able to tell my clients, ‘Anything you see on the dashboard is no more than three hours out of date.’ That’s powerful," Clay shares. "One of my clients even told me, ‘I walked into the meeting, and I had everything I needed in the dashboard—it was all just right there.’ That’s the selling point of what we can offer."
With G-Accon handling the heavy lifting of data integration, Wellstead Solutions can take on more clients without scaling up their team proportionally. The automation has created a scalable infrastructure that allows Wellstead to grow efficiently and serve more nonprofits.
"If I was doing all this manually, I’d probably be maxed out. But now, I can confidently support 13 clients, and when a director asks if I’m taking on new clients, I can say yes," says Clay. "G-Accon has made us scalable."
For Wellstead Solutions, G-Accon is more than just a tool—it’s the foundation of their ability to scale and serve nonprofits with high-quality financial insights. By automating time-consuming tasks like journal entry uploads, data reconciliation, and custom reporting, G-Accon allows Wellstead’s team to focus on what they do best: providing strategic financial guidance to nonprofits.
"G-Accon lets us free up our human brains to work on the things that only humans can do. It handles all the repetitive, time-intensive processes in the background," says Clay. "It’s transformed month-end close from a stressful week-long endeavor to an automated, error-free process we can trust."
Wellstead Solutions is a financial operations firm that specializes in serving nonprofit organizations. By automating and streamlining financial processes, Wellstead provides nonprofits with accurate, timely insights into their finances, empowering them to make better decisions and focus on their missions.
G-Accon is an integration tool that connects Google Sheets with accounting software like QuickBooks, enabling automated data uploads, downloads, and real-time financial insights. With G-Accon, organizations can streamline their financial workflows and gain access to up-to-date financial data without manual intervention.
Start your free trial today and see how G-Accon can empower your financial reporting.
Transform your financial processes with automation – make reporting easy, accurate, and scalable with G-Accon.
When egg prices spiked in 2023, Natalya Hummer could show her franchise clients exactly how it affected their margins. Using G-Accon to analyze data from 63 Crumbl Cookie locations, she helped owners make immediate decisions about pricing and operations.
In a recent webinar hosted by Kelly Gonsalves, a New York-based accountant who also uses G-Accon in her practice, Hummer demonstrated how accounting technology can elevate basic compliance work into high-value advisory services. The webinar, "Automating Month-End Close and Reporting with G-Accon," offered insights from both practitioners about transforming franchise financial management.
"Sometimes you just have to endure these changes," Hummer explains, "but at least we know why—it's not an unknown." This granular data helps franchise owners protect profitability through informed decisions about pricing, suppliers, and operations.
Hummer brings 27 years of accounting experience—from staff accountant to CFO—plus hands-on knowledge as owner of three Crumbl Cookie franchises. This dual expertise drives her approach at Finatech Consulting, where she uses G-Accon to connect Google Sheets with QuickBooks Online for deeper analysis.
G-Accon is a cloud-based solution designed for accountants, CFOs, and finance teams that automates integration between Google Sheets and accounting platforms like QuickBooks Online. Gonsalves explains that it goes beyond simple exports to enable complex financial modeling and granular data analysis. The tool simplifies data consolidation, provides multi-entity management, and offers real-time syncing capabilities.
Most accountants process vendor bills by category—lumping an entire Sysco invoice under "food costs." G-Accon enables line-item analysis instead. "Without G-Accon, I would never be able to do that," Hummer notes. "Sysco invoices might be three pages long, and I'm not going to book bills with so many lines manually."
The system processes 10,000 line items as quickly as 100, revealing:
Franchise operations face strict compliance requirements. Hummer's system catches issues early through automated alerts. "Some franchises, like Crumbl, will reject any financial statements missing a pest control entry," she explains. The system flags these issues before submission.
These alerts also catch unusual patterns and missing expenses. When the system flags three months of missing service charges, it creates an opportunity: "We may look like heroes to our clients. We've been accruing (an expense) for three months; are you using this service or forgot to pay for it?"
Successfully implementing G-Accon requires:
The initial setup investment pays off quickly. The efficiency gains let firms offer sophisticated analysis at competitive rates—positioning services between basic bookkeeping ($500/month) and premium consulting ($5000/month).
G-Accon's power is shown in its strategic planning and forecasting. Daily sales data answers critical questions like "How did we perform on July 4th?" and "What should we expect this year?" This enables data-driven decisions about staffing, pricing, and inventory.
One franchise owner was so confident in the system that she ran her own analysis alongside Finatech's Profit and Loss projections. "She arrived almost at the same result, but in a different way," Hummer shares, "because she knows her business best." This validation demonstrates how detailed data builds trust and encourages owners to participate in financial planning actively.
In more than six months with G-Accon, Finatech Consulting has implemented:
Both presenters emphasized G-Accon's responsive development team. The team actively develops new features based on user feedback, with pro forma balance sheets and enhanced performance monitoring in development.
Focusing on quick-service restaurants and bakeries enables powerful benchmarking. With data from 63 similar locations, Hummer's team delivers:
This specialization, combined with granular data analysis, creates lasting client relationships built on measurable value.
The tools for transforming compliance work into advisory services are available now. Automated data collection, granular analysis, and industry specialization create relationships that transcend traditional accounting services. For firms ready to invest in the right tools and processes, the opportunity to enhance both client success and firm profitability is clear.
Watch the complete webinar on "Automating Month-End Close and Reporting with G-Accon," with Kelly Gonsalves and Natalya Hummer to learn more about implementing data-driven advisory services in your accounting practice.
Are your accounting reports feeling a bit dull? G-Accon has introduced a new feature to transform your reports visually with fresh, customizable Themes! Here’s how these themes can make your reports more appealing, memorable, and easy to navigate—all while reinforcing your brand.
Watch the Customizable Themes Feature in Action:
Get a quick visual guide on using the new customizable themes feature in G-Accon.
Color enhances readability and presents information in a visually engaging way. When reports look great, they’re not only easier to understand but also make a stronger impact on clients, stakeholders, or team members. With G-Accon’s customizable themes, you can enhance your reports to align with your brand’s aesthetics or even match seasonal themes.
Let’s walk through how to use these exciting new options in G-Accon to bring your accounting reports to life.
Begin by launching G-Accon and selecting your accounting data source, like QuickBooks. Choose the type of report you want to generate, such as a Balance Sheet or Profit & Loss report. Under the settings, make sure to select options like “show negatives in red” or “last updated timestamp” for added clarity and detail.
Dive into the report style settings where you’ll find an array of Themes. From Classic Clarity to unique options like Light Green, Dark Lavender, and Muted Aqua, these themes allow you to make quick changes to the look and feel of your report. To try one, simply select a theme (e.g., Classic) and click "Execute" to apply it to your Balance Sheet.
For a professional touch, you can add your company’s logo. In the report style settings, you’ll find the White Label option, which lets you insert a logo directly from your drive. Select the logo image, apply it, and see your branded report take shape instantly.
Want to add seasonal colors? Update your report’s theme in just a few clicks. For example, for Halloween, you might opt for warm oranges and deep purples. After updating, refresh your report to apply the latest settings and display your customized color scheme across all data.
To apply your customized theme and branding across multiple reports (such as both Balance Sheet and Profit & Loss reports), simply set up your preferences as defaults. G-Accon lets you automate data refreshing from QuickBooks, so you can maintain updated, branded reports effortlessly.
Custom themes and branding options add a layer of professionalism, helping your reports stand out while providing clarity. This feature isn’t just about aesthetics; it’s also designed to support better decision-making and efficient report reading.
At G-Accon, we’re always looking to improve based on your experience. Share your feedback, suggestions, or questions with us at support@accon.services.
Try the new custom themes feature and see how simple yet impactful customization can be. Whether for internal insights or client presentations, these enhancements are sure to make your reports memorable.
As your accounting firm grows, it’s easy to assume more clients and subsidiaries mean more work. But it doesn’t have to be that way. By leveraging automation tools, scaling your operations can actually reduce your workload, allowing you to focus on higher-value tasks.
In this blog, we’ll dive into why automating your accounting processes is the key to scaling without adding complexity.
Before diving into solutions, let’s explore the common challenges firms face as they grow:
Scaling your accounting operations shouldn’t mean getting bogged down in admin work. The right automation tool can streamline key processes, saving time and improving accuracy.
Tools like G-Accon allow for seamless two-way sync between accounting platforms (like Xero and QuickBooks) and Google Sheets. This ensures your data stays up-to-date without needing manual updates. Automating real-time sync allows your team to focus on analysis rather than inputting numbers.
When you automate core processes, you can grow your business without increasing workload. Here are the main benefits:
Automation can reduce manual data entry, which is often the most time-consuming part of an accountant's day. By automating data imports, exports, and reconciliations, you free up time for more strategic tasks.
2. Customized Reporting at Scale
With tools like G-Accon, you can generate custom, branded reports for multiple clients automatically. Not only does this save time, but it also enhances professionalism by presenting client-ready, branded financial statements.
Handling financial reports for multiple clients or entities? Automation consolidates data from different sources into one report, ensuring everything is accurate, current, and easy to manage.
Need help managing large and complex data across multiple entities? G-Accon makes it easy to automate report creation, ensuring accuracy and real-time updates.
Hot Toast, an accounting firm, struggled with manual reporting processes. After adopting G-Accon, they reduced their reporting time by over 50%, allowing them to focus on higher-level tasks. By automating multi-entity reporting, they could handle more clients without increasing workload—an excellent example of how the right tools can make scaling easier. Read their story here.
Scaling your accounting operations doesn’t have to mean more work. Automation tools like G-Accon allow you to streamline processes, manage multi-entity reporting, and provide customized, professional reports at scale—all without adding more tasks to your plate.
Ready to scale without the added stress? Try G-Accon today and discover how automation can help your firm grow efficiently.
Financial reporting plays a crucial role in every business, but it often feels like a cumbersome task. CFOs and finance teams spend countless hours manually entering data, consolidating reports, and ensuring accuracy across multiple entities and systems. These tasks are not only time-consuming but also leave room for costly errors.
Automation changes the game. Tools like G-Accon automate these workflows, making financial reporting faster, more accurate, and significantly less stressful. Here’s a breakdown of the most common challenges in financial reporting—and how automation solves them.
Financial reporting is essential for providing the insights businesses need to make informed decisions. But manual processes create bottlenecks that slow down your ability to respond to important issues.
When finance teams spend excessive time pulling data manually from various systems like QuickBooks or Xero, it increases the risk of data inconsistencies and delays critical financial insights. Automation eliminates these problems by synchronising data across platforms, ensuring accuracy and real-time access. Tools like G-Accon, with their two-way sync capabilities, integrate Google Sheets directly with your accounting software, enabling real-time data flows.
Learn more about how G-Accon integrates with QuickBooks and Xero.
Manual data entry is one of the biggest time sinks for finance teams. Entering data by hand from platforms like QuickBooks or Xero into spreadsheets leads to errors and inconsistencies. Mistakes in data input, such as incorrect invoice amounts or wrongly categorized expenses, can have severe consequences, including incorrect financial statements, regulatory penalties, and lost credibility with stakeholders.
Solution: Automation tools like G-Accon eliminate manual data entry by automatically pulling data in real-time from platforms like QuickBooks and Xero directly into Google Sheets. This process not only saves time but ensures that the data is accurate, updated in real-time, and free from human error.
2. Consolidating Data from Multiple Entities
Consolidating financial data from multiple entities is challenging when done manually. Combining reports from different departments, subsidiaries, or geographic regions is not only tedious but often leads to inconsistencies.
Solution: G-Accon provides multi-entity consolidation, enabling finance teams to automatically consolidate data from various sources into a single, unified report. This feature supports multiple currencies and allows you to automate the consolidation process, ensuring consistency and accuracy across the board.
Customising financial reports to fit stakeholder requirements is a painstaking process. You might spend hours making sure everything is formatted correctly, branded appropriately, and meets compliance standards.
Solution: G-Accon enables automated report generation, allowing you to create customized, well-formatted reports in minutes. The tool also supports white labeling, ensuring your reports reflect your brand. You can schedule these reports to be automatically refreshed and emailed to stakeholders on a regular basis, saving time and ensuring accuracy.
As your business grows, the complexity of financial reporting increases. More entities, more transactions, and more data to process mean manual reporting quickly becomes unsustainable.
Automation provides a scalable solution, allowing your team to handle larger volumes of data without increasing their workload.
By automating critical tasks like data entry, consolidation, and reporting with G-Accon, you not only reduce the risk of human error but also gain access to real-time financial insights, which is crucial for making fast, informed decisions.
Automating your reporting processes lets you keep up with the demands of a growing business without hiring more staff or losing accuracy.
Ready to automate your Financial Reporting? Start your free trial now!
Financial reporting doesn’t have to be a time-consuming grind. By automating key tasks, you can save hours every week, cut down on errors, and focus on what really matters—driving business growth.
Ready to make the switch? Start using G-Accon today and see how much time you can save.
As businesses rely more on data-driven decisions, fast, accurate reporting tools have become essential. That’s why G-Accon’s latest update for QuickBooks focuses on BI Friendly Reports that simplify the way you collect, organize, and visualize data. These new features make it easier to generate insights in real time, helping teams spend less time on manual data tasks and more time making strategic decisions.
G-Accon BI Friendly Reports make building advanced dashboards easier than ever, integrating seamlessly with Power BI, Looker (Google Data Studio), Tableau, and other Business Intelligence (BI) tools.
Effortlessly connect and create powerful dashboards for deep data insights, modeling, and forecasting. Access detailed reports, including Transaction List, P&L, Balance Sheet, Detailed Transaction Report, Cash Flow, and more. Each report includes internal IDs, enabling complex queries and advanced analysis.
With BI friendly reports, G-Accon lets you easily connect and work with data in BI tools. These reports are structured to help you efficiently pull, arrange, and interpret data, making it easier to make fast, data-driven decisions. Each report is set up following best practices in data organization, formatting, and presentation, so everything you need for BI analysis is clear and easy to find.
Keen to learn more about how to set up BI Friendly reports? Click here
Build Complex, BI Friendly Reports in Minutes
BI friendly reports in G-Accon make it simple to build detailed reports with templates and options that anyone can use—no advanced BI skills required!
📺 Need Help with Complex Reports? Watch our video on using G-Accon’s BI-friendly reports to simplify reporting.
Using G-Accon’s BI (Business Intelligence) friendly reports in Google Sheets provides several advantages:
With these BI friendly reports, G-Accon users can now create a range of dashboards tailored to different business functions. Financial dashboards and KPI (Key Performance Indicator) dashboards are two popular types that help businesses track performance, streamline operations, and make better data-based decisions.
With these October updates, G-Accon makes reporting easier and more efficient for QuickBooks users. Dive into BI friendly reports and start creating streamlined, data-driven reports and dashboards today!
Dive into G-Accon's BI friendly Reports and start building streamlined, data-driven reports and dashboards today!
Handling financial data from multiple sources can be challenging. It’s not just about gathering the numbers—it’s about making sure they all come together in a way that’s clear, accurate, and easy to work with. If you’re dealing with the complexities of managing data across multiple entities, G-Accon’s Formatted Consolidated Reports are designed to simplify the process.
When you’re managing multiple entities, bringing all that data into one coherent report can be a headache. Different formats, data sources, and the sheer volume of information make it difficult to create something that’s both accurate and easy to read. This is where G-Accon’s Formatted Consolidated Reports can make a significant difference.
With this feature, you can pull data from various Xero or QuickBooks entities and merge it into a single, well-organized report. The system takes care of the formatting, ensuring consistency and clarity, so you don’t have to spend hours manually tweaking everything.
The Key Advantages
Creating accurate and readable reports is vital for any business, especially when you’re dealing with data from multiple entities. G-Accon’s Formatted Consolidated Reports not only save you time but also ensure that your reports are easy to understand and free from errors. This clarity can be a game-changer when it comes to analyzing your business’s performance and making informed decisions.
Whether you’re preparing for a financial review, presenting to stakeholders, or just trying to get a clearer picture of your company’s overall health, G-Accon’s Formatted Consolidated Reports make the process much simpler and more reliable.
If you’re tired of the hassle of manually consolidating data, G-Accon’s Formatted Consolidated Reports are here to help. By automating the process, you can produce accurate, easy-to-read reports in less time, allowing you to focus on what really matters—using those insights to drive your business forward.
For more details on how to use this feature, check out our step-by-step guide. And if you need any help getting started, our support team is just a call away.
Customizing your financial reports shouldn’t be a hassle. Yet, when you’re managing multiple entities and presenting data to clients, creating branded, cohesive reports can feel like a daunting task. But what if you could easily generate polished reports that reflect your brand’s identity? That’s exactly what G-Accon’s new Formatted Consolidated Reports with White Label (Customer Logo) feature offers.
Now, you can bring together data from various sources into one well-organized report, all while customizing it to match your brand. Whether it’s adding your logo or adjusting the style to reflect your company’s colors, G-Accon makes it simple to create reports that stand out.
As a financial professional, you deal with complex data, multiple clients, and the need to maintain a consistent, professional image. Plain, unbranded reports don’t just look generic—they can also miss an opportunity to reinforce your brand’s value. That’s why G-Accon developed the White Label feature: to give you more control over how your reports look and to make them more impactful.
For a detailed guide on how to use the White Label feature, check out our help article here.
The new White Label feature centralizes your report customization tasks, making it easy to create branded reports. Here’s how it helps:
1. Create Cohesive, Branded Reports
Whether you’re pulling data from Xero, QuickBooks, or both, the White Label feature lets you integrate it all into one cohesive report. You can easily add your company’s logo and adjust the report’s style to reflect your brand’s colors and fonts. This helps ensure that every report you send out reinforces your firm’s identity.
2. Present a Professional Image
Customizing your reports with your branding isn’t just about aesthetics—it’s about professionalism. When your clients see your logo on every page, it builds trust and reminds them of the quality of your services. It’s a simple yet powerful way to show that you care about every detail.
3. Save Time with Easy-to-Use Tools
With G-Accon, customizing your reports doesn’t require extra time or effort. The White Label feature is designed to be straightforward, so you can quickly apply your branding and focus on delivering valuable insights to your clients.
Our goal with the White Label feature is to help you create reports that not only look great but also make your life easier. Here’s what you gain:
Imagine this: You’re preparing a financial report for a key client. With G-Accon’s White Label feature, you can effortlessly integrate data from multiple sources, apply your branding, and generate a report that not only delivers the numbers but also showcases your firm’s professionalism. This feature helps you stand out, saves you time, and ultimately enhances your client relationships.
G-Accon’s White Label feature is here to help you create customized, professional reports with ease. Whether you’re presenting data to clients or internal stakeholders, having the ability to brand your reports can make a big difference in how your work is perceived.
Ready to elevate your financial reports? Learn how to use the White Label feature with our step-by-step guide. If you need assistance, check out our help article or contact our support team for personalized help.
Managing your accounting firm’s licenses shouldn’t be a headache. Yet, as your team grows and you take on more clients, juggling user access, billing, and connected organizations can become overwhelming. But what if you could handle all of this from one simple dashboard? That’s exactly what our new G-Accon Customer Portal offers.
Everything you need to manage your G-Accon licenses is now at your fingertips. Whether you’re adding users, updating billing information, or managing multiple organizations, our Customer Portal makes it easy and efficient.
Accountants like you deal with sensitive financial data, multiple clients, and a growing team. Keeping everything organized and secure is crucial. But managing licenses—especially as your firm expands—can become a time-consuming chore. That’s why we developed the G-Accon Customer Portal: to give you more control and simplify the process of managing your licenses.
For a detailed guide on using the Customer Portal, check out our help article here.
The new Customer Portal centralizes all your license management tasks, making it easy to handle everything in one place. Here’s how it helps:
Growing your team? The Customer Portal lets you add new users quickly. You can assign roles, set permissions, and ensure everyone has the right level of access. And if someone leaves, removing them is just as straightforward. It’s all about giving you control without the hassle.
Keeping your billing details up to date is vital for uninterrupted service. The Customer Portal makes it simple to update your payment methods, switch billing cycles, or request a secure payment link—all from one screen. No more digging through menus or contacting support for basic updates.
If your firm handles multiple clients or entities, you know how important it is to keep everything organized. The Customer Portal lets you easily view and manage all the organizations connected to your license. You can add or remove organizations as needed, ensuring your setup always reflects your firm’s needs.
Our goal with the Customer Portal is to make your life easier and your firm more efficient. Here’s what you gain:
Picture this: Your firm is expanding, and you’re adding new clients and team members. With the G-Accon Customer Portal, you can seamlessly manage these changes, ensuring that every team member has the right access and that your billing information is up to date. By centralizing all these tasks, you save time and reduce the administrative burden, allowing you to focus on what really matters—serving your clients.
The G-Accon Customer Portal is here to simplify license management, giving you more control and efficiency as your firm grows. Whether you need to add users, update billing information, or manage connected organizations, everything you need is now at your fingertips.
Ready to experience the new Customer Portal? Log in to your G-Accon account today and see how easy managing your licenses can be. For more details, check out our help article here.
Log in to the G-Accon Customer Portal now to start managing your licenses more efficiently. If you need assistance, check out our help article for step-by-step instructions or contact our support team for personalized help.
G-Accon is proud to announce that it has received a record-breaking 33 badges (the most we’ve earned so far!) and been Recognized in 63 reports in the G2 Summer Reports. This achievement marks a significant milestone for G-Accon, highlighting its growth and excellence in the business software market.
G2, a leading peer-to-peer review platform for business software, is an essential resource for software buyers and sellers in the B2B technology market. G2 aggregates authentic user reviews, providing unbiased insights and comprehensive comparative data, helping businesses make informed software purchasing decisions.
Key Highlights:
Andrey Kustarnikov, CEO and Founder of G-Accon, expressed his pride: "Achieving Leader status in the Financial Analysis category and earning 33 badges is a testament to our team’s dedication and our customers' trust. These recognitions from G2 validate the quality and impact of our solutions."
Michael King, Founder of The CFO Accelerator said in a review: "I exaggerate you not when I say it saves us 40 hours a month…and the price is right."
About G-Accon:
G-Accon provides advanced data integration and automation tools for Google Sheets, connecting users with popular accounting software like Xero, Xero Practice Manager, QuickBooks, Freshbooks and Sage. Their solutions help accountants and CPAs streamline data management, create accurate reports, and make informed decisions based on real-time data.
About G2:
G2 is a peer-to-peer review platform that aggregates user reviews for business software. It provides detailed, unbiased insights and comparative data, helping businesses make informed software buying decisions. G2’s ratings are based on user feedback and market presence, categorising products into Leaders, High Performers, Contenders, and Niche.
G-Accon, a leading provider of data integration and automation tools for Google Sheets, is excited to announce a new strategic partnership with Journey, an expert in Go-To-Market strategy and execution for accounting technology. This collaboration aims to enhance G-Accon’s market presence and expand its product marketing capabilities.
G-Accon offers powerful tools that connect Google Sheets with popular software like Xero, QuickBooks, and FreshBooks. These integrations help businesses, accountants and bookkeepers automate data management, create custom reports, and gain real-time insights.
Journey, founded by Trent McLaren, is known for its guerilla marketing strategies that drive growth for tech companies in the accounting sector. By teaming up with Journey, G-Accon aims to leverage these strategies and grit to reach a wider audience and improve its market position.
Andrey Kustarnikov, CEO and Founder of G-Accon, expressed his enthusiasm: "This partnership with Journey is a significant step for G-Accon. Their expertise in product marketing will help us reach a wider audience and better serve our customers."
Trent McLaren, Founder of Journey, added: "We look forward to working with G-Accon. We are eager to help them reach more accountants, bookkeepers and CFOs who need help with automating manual tasks and repetitive workflows in Google Sheets."
About G-Accon:
G-Accon provides advanced data integration tools for Google Sheets, allowing users to automate data import, export, and reporting from platforms like Xero, QuickBooks,Sage, and FreshBooks. Their solutions help businesses streamline data management and make informed decisions.
About Journey:
Established by industry veterans Trent McLaren, Liss McLaren, and Jordan Vickery, Journey brings over 30 years of combined expertise in the accounting tech sector. They specialise in growth marketing for accounting technology, helping tech companies enhance their market presence and drive growth through innovative marketing strategies.
