Optima Business Consultancy

Submitted by mathew on Sat, 31/08/2013 - 14:22

Optima are an education and skills consultancy business working with clients nationally for fairly substantive projects.

We do not have many transactions per month and for the first 3 years of the business we used a manual entry spreadsheet which was then verified by our accountant. Although this method worked it was cumbersome and out of date. As the business grew and had more transactions we started to look at software solutions that would better meet our needs (rather than something that gave us functionality and pricing we didn't need). We found Easy Books through the Apple App Store and found the user interface suits our needs better than the other products we found.

With half a day set aside we were able to fully set up the business, customers, suppliers and 3 months' worth of historical transactions. We have purchased the Customer Invoicing add-on too and we update weekly with very little effort.

We had a challenge with one of the reports and Easy Books were prompt to respond and fix for us. Great product, price and service, well done Easy Books.

Mark Corden
Optima Business Consultancy. Nymet Rowland, Devon, UK