Case Study: Caldwell Consulting & Training achieves better client support and real-time expense management with Dext

Carla Caldwell on Supporting Clients Through A Crisis

Caldwell Consulting & Training, an accounting firm, faced the challenge of helping its small business clients move away from inefficient, manual processes like handling paper receipts and inaccurate expense tracking, especially during the COVID-19 crisis. This outdated approach created risks for clients and prevented the firm from providing higher-value advisory services. To address this, the firm implemented Dext (formerly Receipt Bank).

Dext provided a digital solution that automated the capture and processing of receipts and expenses, eliminating the need for physical paperwork. This allowed Caldwell Consulting & Training to offer more valuable, real-time advisory conversations about cash flow and business performance instead of focusing on data entry. The solution made expense reporting effortless for clients, even those with international teams, by automatically handling currency conversion. By using Dext, the firm elevated its services, took on more clients, and enabled its team to work effectively from anywhere.

Caldwell Consulting & Training

Carla Caldwell

Founder