How LIFT Financial Implemented Zoho One to Improve Their Client Data
LIFT Financial is a financial consulting firm, owned by Ashley Wells, that does bookkeeping, controller level functions, and Chief Financial Officer level functions. They work with a variety of clients, from livestock, an event center, a golf course, and even private equity. In 2020 a client in the livestock industry told Ashley that they needed a more efficient way to handle cattle inventory, but the options they found cost tens of thousands of dollars in subscription fees. Ashley and the team launched into work in order to explore options to provide to their client.
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