It’s a classic chicken and egg conundrum: to grow a small business you must invest in back-office support. Yet investing in the back office offsets the revenue generated by necessary business activities. Small business CEOs and CFOs are then met with a difficult proposition of which investments to make. Do you grow your staff, embark on vast change management excursions to implement new financial systems, or invest in an ERP to keep pace with a growing customer base? 

In this webinar, Terry Kizzar, CPA, MBA, and CFO of 2 rapidly-growing small businesses will share how he managed to skip this conundrum with a thoughtful approach to back-office integrations and reconciliations that led to maximized margins. Terry was able to ensure that invoicing, time entry, payroll, benefits, customer and employee master records, and other data in the back office ecosystem all remained reconciled to the central QuickBooks hub. His use of Excel and PowerBI paired with Aggregate Singularity software allowed him to reach this goal. The best part? He provided value almost immediately by identifying and addressing the critical back-office pain points. Now his businesses can submit time and expense-based customer invoices more rapidly and accurately than ever, allowing for high-velocity growth without impacting operations and with minimal increase to back office costs. 

Learning Objectives:

• Identify the challenges inherent in supporting a growing SMB 


• Recognize an automation-focused approach to meeting obstacles, including staffing the modern back office, retrieving data from internal systems and external providers, and enabling massive scaling with Aggregate Singularity 


• Evaluate options available to leaders to support growth