Savvy Life AV: A Zoho® Case Study

In this blog post we will take a look at how Makse Group used Zoho’s powerful suite of applications to help a thriving small business revitalize its accounting practice and smoothly transition to the next level of growth.

The Client

Savvy Life AV is a locally owned and operated, customer-centric company dedicated to providing cutting-edge home automation and control solutions in Denver, Colorado. Savvy Life was founded in 2016 when Isaac, the owner, decided to build his own brand of service after more than 20 years of doing smart home modifications and builds for other contractors. The business grew quickly due to Savvy Life’s unique and innovative solutions, but it soon became clear that there was a problem.

The Problem

As Isaac brought on more staff and began to design systems for the company it became increasingly difficult to get information out to employees, invoicing was falling behind, and Isaac had no idea if the company was profitable or not. As he put it, “our accounting was a mess.” The bookkeeping was done on an ad hoc basis, there was no Work-In-Progress accounting, and all the projects were being managed in a disorganized manner. Throughout his career, Isaac had worked with many companies that struggled with their business processes and tried to compensate with disjointed software, so he knew he needed an integrated end-to-end solution from the start. That’s when Isaac’s business coach at EMyth referred him to Makse Group in order to get his financial management house in order and enable him to get out of the technician role of preparing financials.

The Solution

After a thorough analysis of Savvy Life’s business processes, Makse Group was able to use their Zoho implementation and integration services to set up a solid foundation for the company’s business systems, define processes that move information in the right direction, and implement a CRM system that could grow with the changing needs of their business.

The Results

So how is Savvy Life doing today? We’ll let Isaac speak for himself:

“What has impressed me the most about the Makse Group and Zoho One is that we now have a team that is there to help us with our financials and the management of our platform in the Zoho products. This has removed a huge weight from our shoulders and allows me to focus more on the company and less on the day-to-day tasks. Makse Group has been instrumental in helping us set up the software in a way that works for our company specifically and has been great at following up on the requests that we have made. This partnership has also created an added benefit in that I now have a team that I am accountable to and who keeps me on the right track for the important tasks that need to be done in the financial systems of my company. By partnering with the Makse Group and using Zoho, I can have more faith in the accounting reports I receive, we are able to forecast both cash flow and sales, and we can advertise more efficiently to our markets. Angela, Michael, and the whole team have been excellent to work with and I couldn't have asked for a better experience.”

Thank you Isaac! We couldn’t have said it better ourselves!