Rarey-Olson CPAs PLLC
Rarey-Olson CPAs is an accounting firm located in Auburn, WA. They provide accounting and advisory services to business clients along with tax services to businesses and individuals. The Rarey-Olson team has a combined 55 years of experience. They deliver their expertise and insights to clients with personalized service and by leveraging technology.
Like many other accounting firms, the Rarey-Olson team was using Excel to forecast cash flow before finding and implementing CashFlowTool.download case study pdf
CashFlowTool has been an integral tool to building our advisory program.
Why Rarey-Olson chose CashFlowTool.com:
- Managing manual Excel spreadsheets for forecasting clients’ cash flow was inefficient and burdensome.
- It enables deeper discussions with clients to build their advisory practice.
- It helps attract their ideal clients: Those who are serious about utilizing their financial data and looking to grow.
- It’s simple to set up and is user friendly for both Rarey-Olson and their clients.
- It’s scalable and adds value to their overall package offerings.
How Rarey-Olson’s clients benefit:
- Immediate access to an always up-to-date cash flow forecast they can rely on to make better business decisions.
- Can keep an eye on the metrics and KPIs that matter to them most using customized dashboards set up by the Rarey-Olson team.
- Engage in proactive conversations with the Rarey-Olson team about decisions their management teams needs to make.