Three location regional accounting firm upgrades to terminal services. In the highly competitive ﬁeld of accounting and tax preparation, information management is critical to a ﬁrm’s success.
Three Location Regional Accounting Firm Upgrades to Terminal ServicesIn the highly competitive ﬁeld of accounting and tax preparation, information management is critical to a ﬁrm’s success. Reliability, accuracy and conﬁdentiality are foundations for the trusted relationship between accountants and their clients.Ball, Shanaman & Tenorio, a full service public accounting, tax preparation and business consulting ﬁrm has built its business by providing year-round, personalized service with accurate, effective, money-saving results for its clients.Company president Fred Tenorio credits the large number of referrals received from satisﬁed customers as the #1 source of growth for the ﬁrm. Headquartered in Monroe, Michigan since 1987, the company has opened two satellite ofﬁces – in Farmington Hills, Michigan and just recently in Bonita Springs, Florida – to support its current client base and generate additional business.However, such expansion caused some challenges in the management of the company’s ﬁles and conﬁdential information. If a program or ﬁle was located in the Monroe ofﬁce’s computer system and it was needed in Farmington Hills, it had to be manually copied on disks and transferred between ofﬁces, creating confusion and the potential for mistakes as well as causing time management issues.That is why Ball, Shanaman & Tenorio called upon Tech Experts to install a terminal server in its Monroe headquarters. The server allows staff members in each of the ofﬁces to access and work with all of the company’s programs and ﬁles stored in one consistent location.“With the new server, our ofﬁce staff is able to communicate and work more effectively,” said Mr. Tenorio. “As the 2008 tax season arrives we are looking forward to being a much more organized and efﬁcient company. The server will allow us to reduce the time spent on ﬁle transfers and the computer problems that have plagued us in the past so we can spend even more time focusing on our clients’ tax and accounting needs.”The server recommended and installed by Tech Experts was IBM’s eServer xSeries x3500. Designed for small businesses, it allows for company growth without limiting the distance of the expansion.Accountant and Ofﬁce Manager, Stacy Coakley is pleased with the results. “Our new ofﬁce in Bonita Springs, FL recently opened and our server, with its remote access capabilities allowed us to hook up the computer system in the new ofﬁce with very little effort. We were able to start work immediately and access the required information from the Monroe-based server without any difﬁculties.”Tech Experts also worked with Ball, Shanaman & Tenorio to design additional security measures for the safe-keeping of the company’s information. “As a tax and accounting ﬁrm, we take our clients’ privacy very seriously” stated Mr. Tenorio. “The new server is protected with many security features created for us by Tech Experts and we now have a dependable back-up and disaster recovery system in place.”Ball, Shanaman & Tenorio has been very impressed with the knowledge, professionalism and dependability provided by Tech Experts. “If we need assistance, their staff is only a phone call away and usually we can get same day service, if necessary,” stated Ms. Coakley.According to Mr. Tenorio, Tech Experts was selected among several potential IT service providers because of its experience and capability of matching the right server solution with the speciﬁc needs of his company. “When we decided to upgrade our system, we felt conﬁdent that Tech Experts could do the job. Not only did they evaluate our computer system, they took the time to better understand the services our ﬁrm provides to our clients, resulting in the selection of a server that best met our security, workload and budgetary requirements.”“We are very pleased with the new server and support provided by Tech Experts. Not only does this equipment allow us to better serve our clients, by selecting Tech Experts we maintain our commitment to doing business with other Monroe County companies whenever possible.”To learn more about Ball, Shanaman & Tenorio and the services they provide to both individuals and businesses, visit their website at www.ballshan.com, or give them a call at (800) 501-7302.