Sandy hit the East Coast in October 2012, but the aftermath reverberated all the way to her small CPA firm in northern California.
Mengali, president of Healdsburg, California-based Mengali Accountancy, saw her colleagues on the other side of the country go dark in the lead up to tax season and knew she had to do more to protect her own clients' data and solidify her disaster recovery (DR) plan.
"It was a humongous eye-opener to me to say, 'I can't let that happen to Mengali," she said.
The company sought disaster recovery as a service (DRaaS) providers and within a month had a deal in place with Houston-based iland to back up the data in locati...
Going paperless meant Mengali Accountancy needed a Disaster Recovery and Business Continuity strategy to protect mission-critical client data. The innovative firm then transformed the need to thwart downtime into a unique client benefit.
Initially the solution was an investment in a specialized, high-end document management application to enable a truly paperless office. "We went completely digital back in 2007," explains Mengali. "Everything now is digital with electronic workflows." Clients upload documents, Mengali processes them and provides auditors what they need at the appropriate time. This was an IT and business process advantage other accounting firms of Mengali’s size just couldn't...
Mengali Accountancy, an environmentally conscious accounting firm in Northern California, implemented DocuWare to streamline their work processes and became a paperless office.
Since implementing the solution, the firm has improved employee accountability, gained valuable tools for monitoring its workflow, streamlined audits and strengthened its bottom line, while preserving ecology and eliminating paper usage.
The firm found even more efficiencies by giving their clients online access to their DocuWare system and allowing them to submit and approve documents electronically. The firm gained countless hours by providing its clients with a self-serve portal to accounting information, enabling t...
QuickBooks POS provides a flexible offering to local retailers, who often refer one another to [Renee Mengali] for further projects. And she grows the relationship beyond a one-shot install with regular follow-ups to keep the retailer's system humming.
"I definitely think QuickBooks POS has helped me attract new clients," Renee says, "It's a huge opportunity for ProAdvisors to grow their business, and provide a service that brings immediate results to their clients."