Dan Luthi, Photo: Ignite Spot
How All-Star Accountants Recommend TSheets to Their Clients
No. 1 referring TSheetsPRO, Dan Luthi, has the secret to getting clients on board with the No. 1 time tracking system
“I always planned on working with my hands,” he says when asked if working in finance was what he always wanted to do. “I grew up building cabinets, and my brother and I did a bunch of different jobs together. He still does cabinets now, but accounting actually caught my eye quite a few years ago, and I got really excited about it. It kind of turned out to be something better.”
Dan started out as an entry-level bookkeeper before working his way up to become the company’s COO. “It’s been an amazing journey,” he says. “We started out with just two or three employees, and now there are 25 of us. We’re just growing and taking care of clients all over the place. It’s been a wonderful ride.”
The company started using TSheets four or five years ago, and they’ve never looked back. “We absolutely love it,” Dan says. “We use it for all of our job tracking and all of our customer tracking. We sync it with Gusto, so all our time tracking information is right in there, and the integration is very smooth.”
Dan says they also use TSheets to track any special projects the company is working on, which keeps everything organized inside one point of reference.
A partnership that’s sweetened over time
Given TSheets has only been around the last 10 years or so, the product has gone through some pretty big changes and updates. When asked about what it’s been like to go through that product journey with us over time, Dan laughs. “When we first got started with TSheets, it was really kind of Excel-y, I guess you could say,” he says. “But I’ve loved the improvements and enhancements that have been done, especially the stuff that’s been happening over the last 18 months. The evolution has been fantastic.”
For Dan, part of what’s kept Ignite Spot with TSheets, even as the product’s interface and backend capabilities have changed, is the intuitiveness of the software. “You know, it’s always been user-friendly. That’s part of the reason we’ve always loved TSheets. It’s very simplistic when it comes to getting the data in the system and moving around in it. And I like the simplicity because when we recommend it to our clients, not all of them are technically minded. It helps that the product is so easy for them to use.”
Become a certified TSheetsPRO and be the time tracking expert your clients need!
More capabilities, more to love
But TSheets isn’t just a simple solution for employees who need to clock in and out. The product was built for business owners and accountants, after all, so it makes sense that everything the admin touches should be user-friendly as well.
“On our side, we’re looking at it for specialized reporting, and it’s still fantastic,” Dan says. In fact, TSheets plays a critical role in helping his business stay profitable.
Ignite Spot doesn’t bill per hour. Instead, their goal to be able to say, “Here’s your projected billing, and if it’s different than what we planned on, we’ll just assess it in another three to six months to make sure that wasn’t a one-time fluke.”
Dan uses TSheets not just to understand where the company’s time is being spent, but also to track how much money they’re making on their clients. Then based on that knowledge, he’s able to create efficiencies or make adjustments as needed.
“Tracking our processes individually within TSheets has really helped a lot in giving us the visuals we need to better understand what’s going on within each of our projects and see which ones are taking more time than what we initially budgeted or planned for,” he says.
TSheets has a number of project reports with visual aids like pie charts that can help businesses put things in perspective. And with insights like that, admins can play an important role in steering the company’s financial decisions. Knowing what types of projects are profitable and which ones are more of a time suck has the potential to save businesses thousands of dollars each month.
The approval process is another part of TSheets Dan says has kept them from looking elsewhere. “If we have a client who contracts with us to do payroll, we require them to still review their employees’ timesheets.”
By having the employer or supervisor approve their employees’ hours, Dan says clients have been more successful at stopping and preventing time theft. “Our clients appreciate being able to go back and cleanly audit where time was spent and see how many times a timesheet has been manually adjusted. If they have a kiosk and are using facial recognition, they can also see who’s clocking in and out — all of that just adds to the value of the product and gives employers confidence, knowing everyone’s staying honest.”
How Dan became our No. 1 referring TSheetsPRO
Here at TSheets, we love our PROs, and we do our best to make a product worthy of their referrals. That said, we know how hard it can be, sometimes, to get a client to accept a new app or piece of software — even one they’re sure to love!
According to Dan, though, getting clients to add TSheets to their technology arsenal is a cinch!
“For us, when it comes to TSheets, honestly, I don’t think there’s ever a client we wouldn’t suggest it to. It’s great for anybody who’s tracking time or who has hourly employees. The cost is low enough that any size firm can afford it, from those with only two or three employees to those who have hundreds.”
But for Dan, it’s not just the price that makes TSheets a winner — he also loves the product’s easy integrations. “Your integration is so clean between TSheets and Gusto. It’s seamless, making it easy for us to recommend you and make sure both [payroll and time tracking] needs are taken care of. The two systems sync seamlessly back and forth, so even those who aren’t tech-minded or who don’t want to make their employees learn two software systems can do PTO tracking and scheduling within your guys’ system. That makes it even better for our customers who want all those benefits and capabilities, along with a time tracking software that manages everything in the same place.”
Dan’s process for referring clients is simple. “We recommend a bundle of software to all of our clients,” he says. TSheets is part of that bundle because employers who have projects or hourly employees need to know the profitability of their projects. And to figure that out, it’s necessary to track time.
Ignite Spot has named TSheets their preferred time tracking supplier, so when they give their recommendations to clients, it’s inherently part of the overall conversation. “It’s kind of at the forefront of all our conversations with our clients. If you have staff or employees, and you need to track their time for something, you need to use TSheets.”
Training and support that wins over the paper timesheet holdouts
Like all bookkeepers, Dan has a lot of clients who come in with paper timesheets. “They’re used to Excel or using a Google doc or something,” he says, “so moving them into this interface where they have the ability to use an app or track time from their phone versus having a desktop icon or whatever can create a lot of versatility for them.” When Dan needs to convince a client to try TSheets, he talks about the product’s ability to boost the accuracy of the client’s timesheets. “And the GPS tracking capabilities are huge for some of our clients as well,” he says.
Another way Dan is able to guide his clients toward automation is by getting them on the phone with TSheets support. For him, that support often comes from Connor, a PRO account executive here at TSheets. “We love Conner. Conner’s fantastic. We sing nothing but praises for him. He’s gotten on the phone with a few of our clients and talked them through some of their bottlenecks and hiccups and things.” Dan says Connor has been instrumental in helping Ignite Spot convince their clients to make a change that’s turned out positive for them.
“The worst part about being an accounting professional and having recommendations for people is convincing others to try it, then training, teaching, and coaching them,” he says. “Most of that is removed through the system you guys have created, and whether it’s just the user-friendliness of the software or the support staff you have available, it makes it so much easier for me to be able to recommend you as a software.”
Take it from Dan: Nothing compares to TSheets
Here at TSheets, we love Dan and everyone else at Ignite Spot, and we’re so thrilled they love us as well! We love our product, but hearing from our TSheetsPROs why they like it and how they use it just makes our job all the more fun and rewarding.
Interested in taking the TSheets plunge? Here’s one last thought from Dan: “My recommendation to anybody is if you are using a time tracking software that’s not TSheets, think about all the problems you’re used to having: A) the sync’s not working, B) it takes extra time to go through and review because there’s no approval process, or C) there’s no support staff — it’s just a software you download to the desktop and have to figure it out on your own. TSheets makes all of that better, and everything is included in the base service price and offerings. For me, without a doubt, nothing compares to TSheets.”