Lavoie CPA PLLC

“Credit Card Reconciliation Shouldn’t Feel Like a Black Hole” Lost transactions? Hours wasted chasing approvals? Manual processes drain time and trust. Here’s How We Fix It: At Lavoie CPA PLLC, we recommend that our clients use Ramp to automate credit card transactions and receipt collection. Ramp helps turn chaos into clarity: ???Auto-Match Transactions: Ramp provides a customizable interface for GL and department account coding, including using rules to automate this process. ???Approval Workflows: Clients approve expenses in just a few clicks, including using the Ramp app, which reduces time needed to chase receipts. ???Spending Limits: Tighten up controls and risk by putting on easy-to-customize spending limits for each credit card holder. Why It Matters Our clients reclaim hours monthly, reduce unnecessary paperwork, and shift focus from tedious tasks to strategic growth. ?? Tired of spreadsheet chaos? Tag Sharai Lavoie or Matthew DeWald to see how Ramp + Lavoie CPA transforms your workflow. #CreditCardReconciliation #Ramp? #LavoieCPA

We're loving what our friends at DataBlend are doing for finance teams! This is exactly what we recommend to clients tired of copying numbers between systems all day. Think about what your team could accomplish with: Hours back in your week ?? Data you can actually trust ?? Insights that arrive when decisions need to be made?? As your accounting partners, we're always on the lookout for tools that eliminate busywork and unlock your team's potential. #WorkSmarter? #FinanceTransformation

??The Common Problem: Incomplete Data Syncing When managing financial operations across different platforms like Sage Intacct and Ramp, are you confident that your data sync is flawless? For many finance teams, data inconsistencies are a frustrating reality. Mismatched project IDs, GL codes, and class codes can create unnecessary confusion, lead to errors, and significantly slow down your processes. ? The Solution: Enable Dimension Syncing Imagine a seamless financial workflow where every data point across your platforms is automatically synced. At Lavoie CPA, we help businesses activate and optimize Sage Intacct → Ramp dimension syncing to ensure key data is consistent and accurate. Here’s how it can transform your operations: ???Fewer Errors: With dimension syncing, manual data entry becomes a thing of the past. This reduces the likelihood of costly mistakes and saves your team from endless hours of corrections. ???Consistency Across Systems: By syncing key metrics like project IDs, class codes, and GL codes, your data remains consistent between Ramp and Intacct, ensuring smoother reconciliations and reporting. ???Time Savings: Instead of manually reconciling discrepancies, your team can now focus on higher-value tasks. Syncing saves countless hours and keeps your financial processes moving smoothly. At Lavoie CPA, we specialize in integrating your systems for maximum efficiency. If you’re tired of dealing with manual errors and want to simplify your financial workflow, let’s chat! DM Matthew DeWald or Sharai Lavoie to learn more about how we can assist with your integration needs. Let’s connect and make your workflow seamless! #LavoieCPA? #DataSync? #FinancialWorkflow #Automation? #RampIntegration

"We outgrew QuickBooks... now what?" If that sounds familiar, you're not alone! More and more growing businesses are discovering they need a financial system that can keep up with their ambitions. Here's a little secret: The move to Sage Intacct doesn't have to be scary. At Lavoie CPA, we've helped countless businesses make this leap, and we're here to make your journey smooth sailing. What makes us different? ?? We don't just know the software - we know YOUR world. Whether you're in healthcare, software, technology, or professional services, we speak your language and understand your unique challenges. Think of us as your financial transformation guides: ?? We decode the complex transaction flows ?? Make the tech work FOR you ?? Stay by your side long after implementation ?? Help you plan for what's next Want to see what's possible? We've packed our best insights into a free eBook - download it here! https://lnkd.in/eWKqZa_C #SageIntacct #CloudAccounting #BusinessGrowth #FinancialSuccess #AccountingTransformation #LavoieCPA

Rethinking Outsourcing: It’s Not About Cost. It’s About Value. During a recent team discussion, our founder Sharai Lavoie made a powerful observation: “When you lead with ‘cost savings,’ people put you in a bucket. Suddenly, the conversation becomes transactional, and when fees come into play, expectations misalign.” She’s right. Too often, outsourcing is framed as a race to the bottom line. But here’s the truth: Businesses don’t outsource to save money. They outsource to solve problems. The real value lies in: ???Consistency → Deliverables you can trust, every time. ? ???Quality → Expertise that elevates your outcomes. ???Risk Mitigation → Like an insurance policy for your workflow gaps. When you prioritize these pillars, you’re not buying a “service.” You’re investing in long-term resilience, freeing your team to focus on growth, innovation, and what truly matters. At Lavoie CPA, we partner with leaders who see beyond the spreadsheet. Because scaling smarter isn’t about cutting corners. It’s about building confidence. Agree? Start the Conversation with Matthew DeWald or Sharai Lavoie Today! #Outsourcing? #RiskManagement? #Leadership? #Finance? #BusinessGrowth

Have you been looking for a way to get a complete view of your financial operations? We're excited to share this game-changing announcement from our trusted partners at BlackLine! ?? At #BeyondTheBlack in late 2024, Therese Tucker (Founder & co-CEO) introduced their newest innovation: #BlackLine #Studio360 - a comprehensive end-to-end platform designed specifically for finance and accounting teams. As Therese put it, "This is the era of the platform: Studio360." And we couldn't agree more. The Lavoie CPA team is looking forward to continuing our journey with BlackLine and expanding our use of its incredible reporting capabilities. #FinancialInnovation? #AccountingTech? #BusinessGrowth? #CloudSolutions

? Problem: Your project budgets are slipping, and you’re not sure where the money is going. ? Solution: A streamlined accounts payable process powered by BILL.com that tracks every dollar. At Lavoie CPA, we help businesses maintain financial clarity with project costing through accounts payable management. From vendor payments to expense categorization, we ensure your projects stay on budget and your finances stay transparent. We integrate Bill.com with Sage Intacct to provide real-time accounts payable and expense reporting from your accounting system. The result: More control, less stress, and a clear view of your financial health. What sets us apart: We manage dozens of clients’ accounts payable and maintain a 24-hour turnaround time for processing all vendor invoices. This helps our clients attain maximum efficiency, minimal overhead, and accurate financial oversight. Ready to take the first step? Contact Sharai Lavoie or Matthew DeWald to learn more! #ProjectCosting #APManagement #LavoieCPA #Bill.com

We're incredibly excited about our #WomenWhoLead2024 campaign. This year, we're continuing our mission to spotlight extraordinary women breaking boundaries in healthcare leadership across the nation. What makes our Women Who Lead Healthcare initiative truly meaningful? We're not just celebrating current trailblazers - we're actively building pathways for the next generation! ?? Our scholarship fund is designed to remove financial barriers for ambitious young women pursuing education in healthcare and wellness fields. Every contribution helps transform potential into real-world leadership. Ready to make a difference? Support these future healthcare leaders by donating or sharing our campaign: https://lnkd.in/gbUq8WZW Together, we're creating lasting change in the healthcare landscape. #WomenWhoLead #FutureLeaders #HealthcareInnovation #LavoieCPA

?? Managing multiple entities? We know that juggling can get messy! Running businesses with subsidiaries, international operations, or MSO-PC models shouldn't mean drowning in spreadsheets and currency conversions. (Trust us, we've seen those late-night Excel struggles!) Here's the thing: Your growing business deserves better than manual consolidations and outdated systems. Whether you're dealing with: ?? Foreign currency headaches ?? Complex consolidations ?? Cross-entity KPI tracking We're here to show you a better way! Check out our latest blog post where we break down how modern cloud solutions can transform your multi-entity management from chaos to clarity: https://lnkd.in/eujTif3Q Want to stop wrestling with spreadsheets and start scaling smoothly? Let's chat! ?? #MultiEntityAccounting #BusinessGrowth #AccountingTips #FinancialManagement #CloudAccounting #LavoieCPA

? The Problem: Manual credit card reconciliation is not just tedious; it’s a significant drain on your team's valuable time and resources. Every hour spent tracking and matching transactions manually is an hour lost on more strategic tasks that can help your business grow. But what if you could automate 80% of this work? ? The Solution: Ramp + Sage?Intacct Integration ???Auto-Populate Transactions: Say goodbye to manual data entry. With Ramp + Sage Intacct, every reimbursement and card spend is automatically captured and categorized. ???Real-Time Matching: Catch discrepancies instantly with daily syncs, ensuring that any errors or outliers are flagged in real-time, saving you from end-of-month surprises. ???Audit-Ready: Timestamped records and real-time updates ensure that your books are always ready for audit, eliminating the month-end rush and reducing the risk of inaccuracies. Why Lavoie CPA? At Lavoie CPA, we specialize in transforming clunky, outdated processes into seamless workflows. We take on the heavy lifting so your finance team can focus on what matters: strategic decision-making, not spreadsheets. Ready to stop drowning in endless reconciliations? DM Matthew DeWald or Sharai Lavoie today to learn how to automate your financial workflow and reclaim your team’s time. #LavoieCPA? #RampIntegration? #FinanceAutomation #SageIntacct