How a 30 year-old Vancouver Manufacturer Digitally Transformed Itself

CASE STUDY

Background

The client faced significant challenges in digital transformation, relying on an outdated accounting system that was unintegrated and lacked the latest features. Managed by a retiring bookkeeper, their financial processes lacked efficiency and modern automation. As a result, they fell behind competitors who had adopted cloud-based accounting solutions with automated payroll and payment processing tools.

A 30-year old Vancouver manufacturer with 50 staff, serving both the U.S. and Canadian markets. Purpose CPA provided Technology Advisory, Cloud Accounting Migration, Bookkeeping, and Business Advisory Services to streamline financial operations.

Industry:

Manufacturing

Services Provided:

Advisory
Bookkeeping
Technology

Challenges

  • No in-house expertise to migrate to cloud accounting – The client lacked the technical knowledge to transition from Sage Desktop to QuickBooks Online (QBO).
  • Inefficiency due to lack of integrated financial apps – Their manual processes led to wasted time and higher operational costs.
  • Limited support for pre and post-implementation – Without guidance, the transition to a new system posed a risk to financial accuracy and business continuity.

The Solution

Purpose CPA executed a comprehensive digital transformation strategy:

  • Migrated from Sage Desktop to QuickBooks Online – Chose a cost-effective data migration strategy to ensure a seamless transition within the client’s timeline and budget.
  • Implemented Wagepoint for payroll automation – Enabled accurate, automated payroll processing, reducing administrative time and improving compliance.
  • Advised on Rotessa implementation for recurring payments – Helped the client integrate pre-authorized debit (PAD) payments, significantly reducing credit card processing fees.
  • Provided post-implementation support – Delivered hands-on training, troubleshooting, and adoption strategies to maximize efficiency and long-term success.

Impact

  • Saved significant staff time – Automation in QuickBooks Online and Wagepoint eliminated manual data entry, reducing errors and freeing up internal resources.
  • Saved $30k in credit card fees – Adopting Rotessa’s pre-authorized debit system eliminated unnecessary credit card fees, improving cash flow.
  • Improved financial visibility – Enhanced financial reporting through accurate, real-time QuickBooks Online statements, empowering data-driven business decisions.

Conclusion

By modernizing their accounting and payroll systems, this Vancouver manufacturer achieved greater efficiency, cost savings, and financial clarity, positioning themselves for future growth.

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Partner with Purpose CPA to optimize your accounting, streamline tax planning, and improve financial operations.