CPA Firms Case StudyLuqpa

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 have easier access to their financial records and our staff can easily maintain robust financial statements,” said John McNutt, a business manager at Latta Harris. “With AgCompass we saved money, while freeing up staff to provide services of added value.”
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, most of the 80 staff members at Latta Harris can access their customer information through the AgCompass system.
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Latta Harris do not have to worry about client crashes causing data losses or deal with clients whose software that is out of date. Plus, Latta Harris’ customers get superior support from AgCompass.
“AgCompass has been reliable,” said John McNutt, who manages the AgCompass relationship. “In 11 years, I can count on my hands the number of times we’ve had a problem.”
Accounting services provided by Latta Harris include: managerial accounting, general ledger and financial statement preparation, bookkeeping, accounting system setup for new businesses, computerized payroll services, and litigation support. Latta Harris also provides business consulting and tax preparation services.
“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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