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Case Study: Phoenix Catering

Phoenix Catering Case Study

About Phoenix Catering

Phoenix Catering Group has been raising the bar in institutional catering since 2013. They have served nearly half a million meals in schools and businesses across South Florida. Sister companies now include Super Muscle Foods, a healthy Paleo meal delivery service; NutriKids, a nutritious school lunch program (a division of PCG); and Phoenix Catering Group, an institutional catering service (onsite cafe and corporate catering).

Primary Challenges 

  • Multiple customer payment processing systems/platforms (Clover, Shopkeep, Square, QBMS) made it difficult and time consuming to reconcile.
  • Vendor and contractor payouts using multiple platforms such as Zelle, Venmo, and CashApp in addition to checks and ACH.
  • Time consuming and tedious manual entry of sales into QuickBooks Online from multiple systems.



Phoenix Catering Group knew they needed help with their mounting accounting challenges. Their bookkeeping and financial operations firm of choice,  Agile Planners, tapped AccountedCloud to help overcome those challenges with a fully managed automated accounting solution.

Agile Planners can now provide their client, Phoenix Catering Group, with a near real-time view of their financial standing. The solutions provided by AccountedCloud in partnership with Agile Planners included:

  • Automated nightly batch processing of multi-location Clover and Square payments consolidated into QuickBooks Online.
  • Automatic customer and vendor verification or creation.
  • 24×7 monitoring and maintenance of automations by accounting automation specialists.

AccountedCloud Results

With AccountedCloud, Phoenix was able to:

  • Significantly reduce the amount of time spent manually entering data into QuickBooks Online.
  • Realize a cost savings of over $15,600 per year, with a $12,000 ROI, based on an estimated 20 average hours per week saved.
  • The recouped time was refocused on more important business activities such as special events and dining experience.

“Our client Phoenix Catering Group, was seriously impressed with the automations we delivered with AccountedCloud. We’re definitely going to offer this value-added service to all of our clients.”

 – Monica Roca-Quesada, Founder of Agile Planners, LLC.

About AccountedCloud

AccountedCloud is fully managed accounting automation done right. From concept to implementation, our skilled designers and engineers will integrate with your existing apps and platforms such as QuickBooks Online, WooCommerce, and many others.

For more information on AccountedCloud, contact us.



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