Holbrook & Manter’s Accounting Software Specialist

When circumstances call for a technology-driven solution, the Holbrook & Manter team calls on Natalie Bruns to vet the current options available on the market, choose the best one for the unique situation and master it on behalf of our clients. Since 2016, Natalie has been our internal accounting software expert, specializing in setup and software training for clients and helping our team embrace advances in tech to make our lives easier.

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Accounting Software Training: From QuickBooks, to Sage & Beyond

If you are a small business struggling to get a firm grip on your finances or if you’re not making the most out of your current platforms, Natalie is the expert you should talk to! She is a QuickBooks Proadvisor and is certified in other popular accounting software and integrated apps, including Sage, Xero, Bill.com, Expensify, Gusto, etc. From mileage tracking, to robust bookkeeping, she will not only find the right solution for you, but will help you master it!

Education, Certifications & Experience

-Certified Public Accountant

-Master of Business Administration degree and Bachelor’s in Accounting from the University of Dayton

-Member of the Ohio Society of CPAs and the American Institute of CPA

-Member of Intuit’s 2022-2023 Accountant Council

Before joining the H&M team, Natalie worked within the Accounting and Tax Division of a family office where she discovered her passion for the industry. She specifically enjoys working with individuals and small businesses. On a da-y-to-day basis, Natalie works with a variety of industries, including (but not limited to) non-profit, manufacturing and professional service.

Natalie’s Philosophy On What Makes A Viable Accounting Software Program

Accounting software is essential for any small or growing business to operate.  With various kinds and sizes on the market, choosing the right software to accomplish daily accounting tasks can be a challenge for many business owners. When looking for new accounting software, it is important to look at several different aspects.

What I Consider When Choosing New Software

Accounting software is priced at several different points. Some offer monthly payments, while others offer an annual or one-time fee. Price also varies depending on the features the software offers.  It is important to pick a price point that is affordable yet provides all the features the business requires to accomplish daily tasks.

Every accounting software offers different capabilities and features.  These may include accounts payable, accounts receivable, inventory, bill pay, receipt capture, bank feeds, payroll, reporting, etc.  While some software includes these in the base price, others may charge an additional fee.  It is vital to choose software that offers the features required by the company.

Finally, choosing software that is easy to use for your internal or external accountant, is essential.  If the accountant cannot use the software due to its location or its user-friendliness, then there is no benefit to the organization. By looking at these aspects of the software, a viable accounting program that is efficient, accurate, and cost-effective can be chosen.