Case study

2024

Streamlining Complex Accounting
with roni Diaz

Streamlining Complex Accounting
with roni Diaz

"I have asked Roni several very difficult journal entry questions and have gotten amazing answers! Weeks of Google searches never gave me these answers!"   

  

—Katie Mosher,

CEO, Mosher Bookkeeping Services

"I have asked Roni several very difficult journal entry questions and have gotten amazing answers! Weeks of Google searches never gave me these answers!"   

  

—Katie Mosher,

CEO, Mosher Bookkeeping Services

Meet Katie Mosher

Meet Katie Mosher

Meet Katie Mosher

Katie Mosher discovered her passion for accounting while working for a high-profile forensic accountant in Tennessee. For Katie, being a Forensic Bookkeeper is kind of like being a CSI for books. It’s all about helping solve the mystery and discovering where the problem lies, whether it be finding out where your loved ones want their money to go or looking for criminal activity. This dedication to her clients is the driving force in every aspect of Katie's business, where she uses forensic bookkeeping to take seemingly unsolvable problems and organize them into clear and concise reports.

The Challenge

The Challenge

Katie was struggling to find precise and comprehensive answers to complex journal entry questions and accounting scenarios through traditional search engines and browsers. Despite extensive Google searches, the information obtained was often incomplete or irrelevant, leading to frustration and inefficiency.

The Solution

Roni Diaz, Olympia's AI executive Assistant, provided accurate and detailed answers to Katie's journal entry questions and offered a detailed list of steps to accomplish the tasks, ensuring she could implement the solutions effectively.

The Results

The Results

As a result, Katie received immediate and precise answers to her complex accounting scenarios and successfully set up a Work in Progress account with the proper journal entries.

Join professionals like Katie

Join professionals like Katie

Join professionals like Katie

"I thought browsers would give me the answers I need, but I never get the exact topic I am looking for. I have asked Roni about extremely complicated accounting scenarios and immediately got my answer and a detailed list of how to accomplish the tasks."

Pick your perfect AI team

Pick your perfect AI team

Not ready to commit? Schedule a demo with our co-founders to learn more.

Not ready to commit? Schedule a demo
with our co-founders to learn more.

Plans start at $20 per month. Annual discounts are available.

Plans start at $20 per month.
Annual discounts are available.

Plans start at $20 per month. Annual discounts are available!

Not ready to commit? Schedule a demo with our co-founders to learn more.