1 CUSTOMER CASE STUDY SOLVE SERVICES 8080 Dagget St, Suite 220 San Diego, CA 92111 CLOUDNINE REALTIME P + 213 213 5699 F + 888 351 7552 cloudninerealtime.com sales-staff@cloudninerealtime.com CUSTOMER Customer: Solve Services Location(s): Napa, CA Industry: Bookkeeping With Cloudnine since: 2014 www.solveservices.com Solve Services’ business model was made possible through Cloudnine Realtime CUSTOMER LOGO Solve Services combines online tools with tried and true processes as an outsourced finance department for Napa Valley wineries and small family businesses. Geni Whitehouse, co-founder of Solve Services, is a self-proclaimed nerd with a passion for metrics and fine wine. She and her team help clients manage bills, invoices, receipts, payments, and cash flow while constantly seeking opportunities to improve their systems and procedures. The goal is to help clients at every stage of growth through a different level of service - starting with basic trasaction management and moving to decision support through strategic planning and financial forecasting.
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1
C U S T O M E R C A S E S T U D Y
S O L V E S E R V I C E S
8080 Dagget St, Suite 220
San Diego, CA 92111
CLOUDNINE REALTIME P + 213 213 5699
F + 888 351 7552
cloudninerealt ime.com
sales-sta�@cloudninerealt ime.com
C U S T O M E R
Customer: Solve Services
Location(s): Napa, CA
Industry: Bookkeeping
With Cloudnine since: 2014
www.solveservices.com
Solve Services’ business model was madepossible through Cloudnine Realtime
CUSTOMER LOGO
Solve Services combines online tools with tried and true processes as an outsourced �nance department for Napa Valley wineries and small family businesses.
Geni Whitehouse, co-founder of Solve Services, is a self-proclaimed nerd with a passion for
metrics and �ne wine. She and her team help clients manage bills, invoices, receipts,
payments, and cash �ow while constantly seeking opportunities to improve their systems
and procedures.
The goal is to help clients at every stage of growth through a di�erent level of service -
starting with basic trasaction management and moving to decision support through
strategic planning and �nancial forecasting.
2
C U S T O M E R C A S E S T U D Y
S O L V E S E R V I C E S
8080 Dagget St, Suite 220
San Diego, CA 92111
CLOUDNINE REALTIME P + 213 213 5699
F + 888 351 7552
cloudninerealt ime.com
sales-sta�@cloudninerealt ime.com
C H A L L E N G E S
S O L U T I O N S
Want to learn more about how Cloudnine can help
you streamline your IT in the cloud so you can focus
on innovating and doing business? Contact us today:
(888) 869-0076
Geni Whitehouse CPA, CITP, CSPM
Solve Services
“Cloudnine was really the �rst stop for us. They made it easy to get all of the essentials working. I can’t imagine getting this whole thing o� the ground without them.”
Solve Services had a unique business model that required the right solution to
get o� the ground.
First - there was the problem with overhead. A brick and mortar business with
an entire crew of full-time employees was out of the question. Solve Services
needed to be able tp provide the same services without being cost
prohibitive.
Second - employees and clients needed a platform that allowed them to
collaborate anytime, anywhere. Ease of access to data on either end was of
paramount importance to their ongoing growth.
Solve Services chose Cloudnine Realtime because of their expertise and
solid reputation in the industry.
“We didn’t have a business until we could o�er services on the cloud,”
owner Geni Whitehouse explained, “We started by accepting
QuickBooks clients that weren’t using cloud accounting. We quickly
evolved to only accepting QB Online clients.”
The Solve Services team now works with anytime, anywhere capability.
They are spread out but have access to centralized data through
Cloudnine’s 99.99% uptime connection.
Cloudnine helped set up Solve Services’ suite of business applications in
the cloud. From Excel, Word, QuickBooks, printer con�gurations, and
data �les - Solve Services transformed from an innovative idea into a
truly innovative accounting and consulting �rm.
By choosing cloud technology, Solve Services has experienced
accelerated growth, improved employee work-life balance, and
empowered their clients.
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