G-Accon Case Studies

Background

In 2019, Shannon Weinstein founded Keep What You Earn with a mission to revolutionize accounting for service-based businesses. Her goal was to create a firm that delivers actionable financial insights, not just compliance-driven services, while also fostering a collaborative and healthy work environment for her team.

The Problem

As her firm grew, Shannon encountered a common challenge: much of her team’s time was spent manually pulling data from QuickBooks Online (QBO) into Google Sheets to create reports tailored to her clients’ needs. Each month, hours were dedicated to repetitive data entry, leaving limited time for the high-value advisory work her clients needed.
Shannon knew she needed a solution that would automate data flow and free her team to focus on delivering value—not just numbers.

How G-Accon Helped

In 2022, Shannon discovered G-Accon for Google Sheets, a powerful tool that integrates directly with QBO to automate data transfers into Google Sheets. With G-Accon, Shannon’s team could streamline their workflows, eliminating time-consuming data entry and focusing on what mattered most: delivering strategic, value-driven insights for their clients.

Background

Natalya Hummer founded Finatech Consulting to offer bookkeeping, accounting, and business advisory services to a variety of clients, with a specific focus on the quick-service restaurant (QSR) industry. One of Finatech’s major clients includes Crumbl Cookie franchises, a rapidly growing brand with over 1,000 locations across the United States.

Managing financial data for such a diverse and expansive client base poses significant challenges, particularly in consolidating financial reports across multiple entities and ensuring accuracy in month-end closings. Before discovering G-Accon, Natalya relied on a combination of tools and manual processes, which were time-consuming and prone to errors.

The Problem

With increasing numbers of clients and the growing complexity of financial data, Natalya needed to improve her reporting processes. Manual data entry, consolidation, and reconciliation across multiple QuickBooks accounts made delivering timely and accurate financial reports nearly impossible.

“I would probably be forced to [become] a cash basis accountant and become a commodity-level bookkeeper, which is not the space where I want to be. We can only deliver valuable business data and KPIs by having granular data,” Natalya explained.

These inefficiencies were particularly evident during the month-end close process, which required accurate data from multiple systems and often resulted in delays. The fragmented nature of the tools she used also limited her ability to provide in-depth strategic advice to her clients.

Introduction

FD Works, an accounting firm in Bristol, UK, was looking for a way to make managing financial data easier as they grew. Jonathan Gaunt, who leads the firm, wanted a tool that could keep up with their needs. They found that in G-Accon, which quickly became their go-to for pulling data from Xero, working with it in Google Sheets, and pushing it back without the usual hassles.

Challenges

• Stuck in Rigid Tools: Their old tools weren’t flexible enough, making it tough to create custom reports or dig deep into the numbers.


• Too Much Manual Work: Getting data in and out of Xero was taking too long and leaving room for mistakes.


• Limited Integration: Switching between systems without a smooth integration slowed them down.

Jonathan and his team needed something more flexible—something that wouldn’t slow them down as they grew.

Introduction

Hot Toast, led by Sarah Lawrance, is always on the lookout for tools to make their work easier and keep clients happy. One tool that’s been a game-changer for them is G-Accon. Here’s how Hot Toast used G-Accon to cut the time spent on manual reporting by over 50%, allowing the team to focus on more strategic tasks and deliver better results for their clients.

Challenges

Manual reporting was a big pain for Hot Toast. It took too long, was error-prone, and made it hard to manage data from multiple sources. Using various spreadsheets to track everything made it tough to spot trends and issues, hurting productivity and the quality of their insights. This manual process also kept the team from working on more strategic and valuable activities.

Introduction

When Michael King – the CFO Accelerator and driving force behind the firm The Connected Accountant– started building his company more than 7 years ago, he looked for a mentor to show him how to do it “the right way”.
These days, he has specialized in assisting fractional CFOs and accountants in building advisory firms that reach impressive revenue figures. His brand is synonymous with high-quality coaching courses and a supportive community.

Data Bottleneck Challenges Turned into an Opportunity

But Michael King’s growth journey hasn’t been smooth and without challenges. A significant issue he faced was the excessive amount of time he and his CFOs team spent on manual data-related tasks. As he aptly put it, “The problem was they were doing a lot of tactical data-related work. And where I needed them to be was on that thought leadership work.” Michael immediately recognized the value his CFOs could bring to clients through strategic insights and financial strategies. Yet, they were held back by time-consuming data manipulation tasks.

Case Study with Andrew Forte: From Accounting to Owning a Business & Advisory

Andrew Forte is an entrepreneur and coach from South Africa. When he first started his business, Andrew had to do everything manually and it drained him of his time. As Andrew’s client base grew, he needed to make more and more reports. He started looking for a solution to streamline this process and stumbled across G-Accon. This is the story of Andrew’s journey with our company. We hope that it will inspire you to take your first steps with us, as well.

"The math is evident: every one of my clients has 10 to 15 of their own clients. Concurrently, each of those clients has multiple different report formats. The problem is that business owners want to see the same report formats, regardless of the way their data was initially collected. G-Accon is crucial in streamlining this and can connect every client’s cloud accounting profile to Google Sheets. This allows me to easily transfer data from Xero or QuickBooks to Google Sheets. I can even use pre-set templates to create aesthetically pleasing and informative reports and dashboards."

Case Study with Clay Sandoz: Game-changing add-on for those who make the world a better place

Recently at G-Accon headquarters, we had the opportunity to chat with Clay Sandoz.
Clay is the founder and owner of Wellstead Solutions, a consulting company for people who want to create their own non-profit foundations. Wellstead primarily works with mid-size nonprofits which require full-service financial operations.
This is where G-Accon has been able to help Clay! Using our business solutions, Clay has been able to streamline logistics and provide more efficient services to his clients. In our Q&A below, we chat about his work and how G-Accon has helped Clay in his day-to-day business operations.

"I don’t remember where I learned about G-Accon, but it didn’t take long for me to become a big fan! Before G-Accon, I was using a service that allowed me to upload .csv files as journals. That was groundbreaking at the time, but it was one-directional. I think I began searching for “QuickBooks Google Sheets Integration” when a prospective client expressed interest in getting more detailed reporting. That led me to G-Accon, where I discovered that I could pull reports and upload data!"

Case Study with Dave Sellick: How G-Accon is Powering Colour into the Accounting World

Yes, the heading is correct, particularly according to London accountant Dave Sellick. Dave doesn’t just use tech and apps for the fun of it. The tech and apps he uses offer efficiencies that traditional accountants aren’t yet matching.
As Dave demonstrates how G-Accon connects with his key programs and produces a kaleidoscope of colourful graphs and charts, the quickness of the actions blows me away, almost as much as his bells and whistles console, reminiscent of a Star Trek set. He tells me it’s a console typically designed for gamers, but there’s not one gaming button on it.

“My month-end workflow is predominately Excel-based, with a lot of Google Sheets, and I was using a DataDear add-on to pull data from Xero,” explained Dave. “With DataDear no longer available from October 2022 , I needed a replacement. A friend told me about G-Accon. I’ve been using it for nine months now, and personally, G-Accon is a far better day-to-day solution for me. I wish I’d been using it all along. It’s much more flexible and allows me to push data between my programs while still working in the Cloud. G-Accon is intuitive, more contemporary, and much quicker and easier to use. I was surprised at how clean the transition was too.”

How KFE Solutions saves 40 hours a month with G-Accon

"The most valuable, the most effective, the highest ROI we have on any of our tech platforms is G-Accon.
G-Accon automates the process of pulling data out of the accounting software and updating it in our customized CFO reports that live inside of Google Sheets. As you might imagine this is very time-consuming process and we used to do it manually. But once we found G-Accon and we’ve set up a few templates that process has become fully automated!"...