Before Jody Padar joined her father’s Chicago-based CPA firm, the bulk of their work and focus was on helping clients with tax prep and filing. There was no innovation, and certainly no time to explore new growth opportunities for a small firm with limited options.
2 min read
5 min read
When Your Needs Outgrow Your Tools
Ovia Health is doing big things for women and families, and they need support that enables them the ability to grow at any pace, anytime. As a health and tech company, Ovia Health is committed to transforming the way employers support working women and families along their parenthood journey, improving outcomes by providing daily personalized engagement, proactively identifying potential health risks, and supporting a successful return to work.
But in 2018, the small finance team at Ovia Health needed an upgrade. They were dealing with some common accounting shortcomings related to their accounting software, in particular limited automation capabilities. This meant that they were still having to do a lot of manual bookkeeping on a regular basis, leading to human errors and inconsistencies.