{"id":55330,"date":"2024-08-29T09:15:08","date_gmt":"2024-08-29T14:15:08","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=55330"},"modified":"2025-02-24T10:35:07","modified_gmt":"2025-02-24T16:35:07","slug":"cloud-automation-drives-results-for-three-peaks","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/cloud-automation-drives-results-for-three-peaks\/","title":{"rendered":"Cloud automation drives results for Three Peaks"},"content":{"rendered":"\n<p>Growing up on a dairy farm, LaDell Eyre, CPA, developed a strong work ethic and an appreciation for innovative solutions to challenging tasks.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"133\" height=\"199\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/LaDell-Eyre.jpg?w=133\" alt=\"LaDell Eyre\" class=\"wp-image-55335\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/LaDell-Eyre.jpg 133w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/LaDell-Eyre.jpg?resize=100,150 100w\" sizes=\"auto, (max-width: 133px) 100vw, 133px\" \/><\/figure>\n<\/div>\n\n\n<p>Today, as the head of <a href=\"https:\/\/www.threepeaksadvisors.com\/\" target=\"_blank\">Three Peaks Advisors<\/a>, a future-forward firm with 35 employees, he applies those same principles to drive success. Three Peaks Advisors provides bookkeeping, payroll, tax, and advisory services to hundreds of businesses across the country. Taking advantage of <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tag\/cloud-accounting-and-tax\/\">cloud automation<\/a> to make processes more efficient has been key in moving toward the firm\u2019s goal: offering more advisory and CFO services to a smaller number of clients.<\/p>\n\n\n\n<h1 class=\"wp-block-heading has-x-large-font-size\">Working in a single platform to meet \ufb01rm goals<\/h1>\n\n\n\n<p>When Eyre closed his prior firm of 20 years and launched Three Peaks Advisors in 2023, he embraced a new chapter, driven by a vision to innovate and expand his services. Eyre made the change to the Intuit technology platform from an accounting competitor solution that fell short when it came to cloud automation. As a longtime Intuit\u00ae <a href=\"https:\/\/accountants.intuit.com\/tax-software\/lacerte\/\">Lacerte\u00ae Tax<\/a> user at his previous firm, Eyre knew he wanted something that was cloud-based, while integrating with other Intuit software. After much discussion and evaluation, the firm made the switch to Intuit <a href=\"https:\/\/accountants.intuit.com\/tax-software\/tax-online\/\">ProConnect\u2122 Tax<\/a>.<\/p>\n\n\n\n<p>\u201cWhere the automation&#8217;s really going to help is having up-to-date, current information,\u201d said Eyre, who\u2019s also moving some of the \ufb01rm\u2019s non-QuickBooks Online clients to <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/benefits-of-quickbooks-ledger-for-tax-accountants\/\">QuickBooks Ledger<\/a> to gather all their current business data. \u201cThe QuickBooks Ledger piece is pretty much a game-changer. What brought us into ProConnect was being able to automate with QuickBooks. When we found out about QuickBooks Ledger, and because we do a lot of in-house accounting, we just thought, \u2018Oh my gosh.\u2019\u201d<\/p>\n\n\n\n<p>The bene\ufb01ts of the connected Intuit ecosystem carry through to the \ufb01rm\u2019s tax and advisory services.<\/p>\n\n\n\n<p>\u201cWe can do tax projections and <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tag\/tax-advisory\/\">tax advisory<\/a>, but also offer CFO services and cash-\ufb02ow projections, and pinpointing how they can run their business better. That&#8217;s what&#8217;s nice about this whole Intuit realm: It all ties together.\u201d<\/p>\n\n\n\n<p>Getting the \ufb01rm\u2019s accounting-related business into the Intuit technology platform has been critical for Three Peaks\u2019 goals. Having all their clients on QuickBooks Online or QuickBooks Ledger streamlines the process of pulling their data into ProConnect Tax for tax season and throughout the year for extension \ufb01lings. With up-to-date \ufb01nancial information, the \ufb01rm has made a smooth transition to tax advisory, along with <a href=\"https:\/\/accountants.intuit.com\/tax-advice-planning-for-professionals\/\">Intuit Tax Advisor<\/a>, which Eyre said \u201cadded a lot more professionalism to the practice.\u201d As he sees it, having his clients in a single system is table stakes to offer high-value advisory and CFO services.<\/p>\n\n\n\n<p>\u201cAs CPAs and accountants, we&#8217;re always dealing with the prior year,\u201d said Eyre. \u201cWhat I see with ProConnect, Intuit Tax Advisor, QuickBooks Online, and QuickBooks Ledger is having more current information. Then, we can start doing more advisory, cash-\ufb02ow projections, and CFO services.\u201d<\/p>\n\n\n\n<h1 class=\"wp-block-heading has-x-large-font-size\">Using less software and more automation for maximum productivity<\/h1>\n\n\n\n<p>Staying within the Intuit platform has allowed for more ef\ufb01ciencies and less context switching, which research shows is <a href=\"https:\/\/www.nyse.com\/article\/the-future-of-work-how-to-thrive-in-the-year-ahead#%3A~%3Atext%3DJumping%20between%20apps%2Cfrom%20unclear%20processes\" target=\"_blank\">a drag on productivity<\/a> for employees. The connected system using cloud automation created a win-win given the industry\u2019s current hiring and retention issues, said Eyre.<\/p>\n\n\n\n<p>\u201cSoftware was going to help me conquer the problems with the labor market because I wouldn&#8217;t need as many people\u2014but if I <em>could <\/em>have the people, then it just means I can service more clients.\u201d<\/p>\n\n\n\n<p>In the name of simplicity and productivity, Eyre made it his mission to reduce the number of software services the \ufb01rm uses. He\u2019s narrowed it down to two: Intuit for taxes, advisory, and accounting; and <a href=\"https:\/\/www.getcanopy.com\/quickbooks-online-integration\" target=\"_blank\">Canopy<\/a> for administrative practice management.<\/p>\n\n\n\n<p>\u201cAbout 80% of the time I&#8217;m in ProConnect Tax and Canopy, and have QuickBooks Online Accountant up, too, so I&#8217;m really working in three programs 80% to 90% of the time.\u201d<\/p>\n\n\n\n<p>Canopy, built to integrate smoothly with QuickBooks Online and Intuit ProConnect Tax, automatically eliminates double entries and ensures accuracy between the platforms.<\/p>\n\n\n\n<p>\u201cThat&#8217;s the biggest thing\u2014simplifying the process, but having the technology and the automation already built into that simpli\ufb01cation. With Intuit, you&#8217;re going to make it work because QuickBooks Online ties to ProConnect Tax.\u201d<\/p>\n\n\n\n<p>Eyre found the same bene\ufb01t from Canopy; it offers a wide variety of administrative services to keep accounting practices and advisory \ufb01rms organized within one application.<\/p>\n\n\n\n<p>\u201cWe switched to Canopy because we felt like we could do everything we needed to from an administrative side,\u201d said Eyre, explaining how the headache of too many programs led them to try to get maximum bene\ufb01t from as few software solutions as possible.<\/p>\n\n\n\n<h1 class=\"wp-block-heading has-x-large-font-size\">Taking work home, on the range<\/h1>\n\n\n\n<p>It can seem daunting to jump to cloud-based software, even with the automations, \ufb02exibility, and time savings they offer. Eyre said it\u2019s only recently when he decided that investing in software and being future-forward is a priority.<\/p>\n\n\n\n<p>\u201cI always said, \u2018I don&#8217;t want to be on the cutting edge of technology,\u2019 but I&#8217;ve kind of changed that mentality in the last year or two. I want to be on the cutting edge of technology more than holding back, because it seems like you get behind if you&#8217;re not staying in touch with it.\u201d<\/p>\n\n\n\n<p>Cloud technology has other bene\ufb01ts, too. With Eyre\u2019s work ethic, it comes as no surprise that he also runs a ranching operation in Utah. With his hard-working duo of Intuit and Canopy, plus a handy satellite internet service, he is able to take his Three Peaks work home.<\/p>\n\n\n\n<p>\u201cI&#8217;m running about 80 head of Angus cows out in the middle of nowhere. You have no cell service. You have nothing, just sagebrush, pinyon, and juniper. I&#8217;m running on about 64,000 acres of Bureau of Land Management. I can be sitting out there taking care of my cows, and do all my CPA work because of the cloud by just logging into ProConnect Tax, QuickBooks, and Canopy.\u201d<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">At a glance<\/h1>\n\n\n\n<p><strong>Firm<\/strong><strong> <\/strong><strong>name:<\/strong><strong> <\/strong><a href=\"https:\/\/www.threepeaksadvisors.com\/\" target=\"_blank\">Three Peaks Advisors<\/a><\/p>\n\n\n\n<p><strong>Location: <\/strong>Cedar City, Utah<\/p>\n\n\n\n<p><strong>Size of \ufb01rm: <\/strong>35 employees<\/p>\n\n\n\n<p><strong>Niche focus: <\/strong>Three Peaks Advisors works with local business owners as they run and grow their companies, with a heart for serving the agriculture industry. The firm offers bookkeeping, payroll, tax, and advisory services.<\/p>\n\n\n\n<p><strong>Intuit software: <\/strong>Intuit ProConnect Tax, Intuit Tax Advisor, QuickBooks Online, QuickBooks Ledger.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Find out how LaDell Eyre uses ProConnect Tax and cloud automation to make processes more efficient and meet his goal of offering more advisory and CFO services to a smaller number of clients.<\/p>\n","protected":false},"author":144648993,"featured_media":55331,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807],"tags":[646041909,646041963,646041868,508421111,13179],"intuit_collection":[],"intuit_series":[],"coauthors":[646041784],"class_list":["post-55330","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","tag-cloud-accounting-and-tax","tag-high-volume-firms","tag-intuit-tax-advisor","tag-proconnect-tax-online","tag-quickbooks"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - 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