In 2019, Shannon Weinstein founded Keep What You Earn with a mission to revolutionise 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.
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.
The Challenge
Without an automated tool in place, Keep What You Earn faced significant hurdles:
- Scalability Issues: Manual workflows limited the number of clients the team could onboard without adding more staff.
- Time Constraints: Much of the team’s capacity was consumed by repetitive tasks, reducing the time available for meaningful analysis.
- Team Frustration: Employees were spending too much time on manual processes rather than developing their financial advisory skills, which impacted job satisfaction.
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.
A New Way of Working
After implementing G-Accon, Keep What You Earn experienced a significant transformation in how they operated:
- Automated Data Transfers: G-Accon synced QBO data directly into Google Sheets, saving hours of manual work each month and ensuring real-time updates.
- Customizable Reporting: Shannon and her team could create reports tailored to each client’s unique needs while leveraging the familiar Google Sheets interface.
- Improved Accuracy: By automating data flows, the team reduced the risk of errors associated with manual processes, ensuring reports were always reliable and ready for analysis.
The Results
The implementation of G-Accon created measurable benefits for Keep What You Earn:
- Enhanced Client Services: Automating data entry freed up time for Shannon’s team to focus on providing actionable recommendations and proactive financial guidance, deepening client relationships.
- Team Empowerment: By removing repetitive tasks, employees could engage in higher-value work, expanding their skills and job satisfaction.
- Operational Efficiency: With real-time data and streamlined reporting, the firm was able to maintain a high level of service without needing to expand their staff significantly.
Testimonial from Shannon Weinstein, Founder of Keep What You Earn
“The flexibility G-Accon has to work in formats and styles my team and I are used to in Google Sheets, and helping us build approachable reports for clients with simplicity and direct decision-making tools.
I love that this helps me find patterns quickly and correct issues so we can ensure a smooth year-end and close.”
Why G-Accon?
At G-Accon, we’re committed to empowering accountants and finance professionals to move beyond repetitive data handling and focus on delivering strategic value. Our tool integrates seamlessly with QBO and Google Sheets, enabling firms like Keep What You Earn to provide impactful, decision-ready insights to their clients.
If you’re ready to streamline your workflows and elevate your client services, discover what G-Accon can do for your firm.
