Case Study with Blue Collar Back Office
In this case study, we sat down with Dan Murch, Owner of Blue Collar Back Office, to learn more about his work, financial consolidation, and how implementing LiveFlow's solutions has transformed his business operations.
About Blue Collar Back Office
HQ: 147 Route 46, Netcong, NJ 07857
Launch date: 2018
Objective and Services: Blue Collar Back Office operates as a for-profit organization, primarily offering professional-level administrative and financial services to growing businesses.
Tell us a little bit about Blue Collar Back Office and your clientele.
Blue Collar Back Office services small businesses with a heavy focus on companies in the contracting field. The core service we provide is bookkeeping through QuickBooks Online, but we strive to offer services beyond that including job costing, cash flow analysis, project profitability dashboards and forecasting.
What was the problem you were looking to solve when discovering LiveFlow?
We wanted to be able to provide our clients with the most accurate and detailed information in regards to their business while being as effective and efficient with our time as possible.
Why did you choose LiveFlow?
LiveFlow allowed us to build dashboards and reports for our clients ONCE and then have the reports work for us and our clients without having to manually replicate it.
Which value does LiveFlow bring to you personally, and your team?
LiveFlow allows our team to spend more time interacting with our clients instead of doing the busy work of creating reports manually.
It also allows us to add more value because we can spend more time up front creating complex and detailed reports knowing that it will save us time in the future. We don’t have to choose between “simple to recreate” or “most detailed”.
How many entities do you use for consolidation?
Currently 4 but anticipate more in the future
How did you do consolidation before gaining access to LiveFlow’s consolidation product?
Manually through spreadsheets
How does LiveFlow’s consolidation product make your life easier?
Create once (with the amazing assistance of the LiveFlow team, especially Alisha) and only have to manage it moving forward when the COA is updated, etc.
What do you have to say to a customer who’s wondering if LiveFlow’s consolidation product is worth their investment?
There is nothing more valuable than our time.
The consolidation tool allows me to provide exceptional detailed reporting to our client while putting more time back in my weekly schedule. This allows me to focus on other needs of my clients and team.
Want to try out LiveFlow too?
Discover LiveFlow's new groundbreaking way to consolidate multiple entities. Say goodbye to complicated and fragile formulas and hello to a streamlined automated process that will save you countless hours on manual consolidation.