Finance and Accounting
The client is Whitfield & Associates LLC who is based in Chicago, the United States. Belinda Whitfield touched base with Satva Solutions for the QuickBooks Online development services. She is the founder of Whitfield & Associates LLC they are a CPA firm that helps churches & non-profit organizations to manage their accounts, finances & their compliances around the United States.
We started with the challenges as Belinda was initially working with another software development firm who were not able to deliver the features in a timely manner & the cost was too high & the developed web application was not based on a cloud architecture.
Thereafter, Belinda stepped in with Satva Solutions when they were using a fixed VM based web application where the performance was low, it had many scalability issues & it was hosted on DigitalOcean which cost them on a higher level and the cost was constant even if the resources were not used.
All these challenges made Belinda find Satva Solutions &, we are grateful to have a very enthusiastic, knowledgeable, punctual & very well-experienced client - Belinda.
Find more in The Solution section on how we managed to reduce all the challenges & help Belinda develop a Practice Management Software web application.
Looking at the initial structure of an application Satva took 1-2 meetings with Belinda & understood her requirements. After understanding the requirements, Satva proposed to follow the scrum methodology & started off the project with the design sprint keeping the branding of Whitfield & Associates LLC intact. The design sprint successfully created the UI/UX of the web application with the Dashboard & the module designs.
Once the design was fully discovered, the scope was within the wireframe which then led Satva’s developers to start with the development of the Practice Management Software on a time & material basis.
Practice Management Software is a web application that is used to manage a portfolio of QuickBooks Online clients, automate tasks & reporting & help to streamline the workflow. In financial terms, it helps the CPA firm to integrate, automate & validate client’s data from QuickBooks Online. It is specially designed according to the accounting needs of churches & non-profit organizations based in the United States