CPA Case StudyCollette Schultz

Maintain Robust Financial Statements in Real Time with AgCompass

Sharing Desktops through AgCompass Makes Collaboration More Timely and Efficient.

CPA Firm: Latta Harris, LLP
Software Used: FBS Systems & Quickbooks
Client Since: 2006

A CPA firm in Southeastern, Iowa, Latta Harris, started working with AgCompass in 2006, after an FBS user conference. About 50 of their clients, including farm operations of all sizes throughout the Midwest, are using AgCompass as their virtual desktop.

“With the shared environment, clients and our staff have easier access to their financial records and our staff can easily support them to maintain robust financial statements,” said John McNutt, a business consultant at Latta Harris. “With Ag Compass we help our clients reduce costs freeing up everyone to concentrate on adding value instead of moving files around.”

A busy firm, Latta Harris is located in a variety of different locations. AgCompass has helped their clients reduce the cost of networking and made it easier to get high-quality support. To support their customers, staff members at Latta Harris can access their customer’s information through the Ag Compass system to provide real-time support.

AgCompass conducts daily backups and frequent software updates, so the CPA’s at Latta Harris do not have to worry about client crashes causing data losses or deal with clients whose software is out-of-date. Plus, Latta Harris’ customers get superior support from AgCompass.

“AgCompass has been reliable,” said John McNutt, who manages the Ag Compass relationship. “In 11 years, I can count on my hands the number of times we’ve had a problem and the system has never been down for more than a few hours.”

Accounting services provided by Latta Harris include: managerial accounting along with tax preparation and accrual financial statement preparation. Business consulting, transition planning and litigation support for farms and farm families are utilized extensively by their clients. Traditional services like bookkeeping, accounting system setup for new businesses, computerized payroll services are also available.

“Especially around tax time, but also year round, the ease of support and more efficient process brings true value to our businesses,” said John. “The Latta Haris and AgCompass relationship has been good for our clients.”

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