A custom ERP and CRM system designed for Lascenda Enterprises, streamlining bookkeeping, accounting, tax management, DMV support, and trucking operations. Integrated dashboards, task management, and remote access improve workflow, collaboration, and reporting efficiency.
Who They Are
La Senda Enterprises is a full-service CPA and accounting firm providing bookkeeping, tax management, entity setup, DMV support, and specialized services for trucking companies. Based in the U.S., they serve clients locally and remotely, including bookkeepers and accountants in Mexico. JX partnered with Lascenda to modernize their operations, creating a secure, integrated ERP and CRM system that streamlines workflows, improves task management, enhances reporting, and enables seamless collaboration across all teams.
Services We Provided
ERP Development
Built a custom ERP and CRM system to manage clients, workflows, and accounting operations efficiently.
Task Manager
Developed a Trello-style task manager to organize projects, track progress, and streamline team collaboration remotely.
System Integrations
Integrated QuickBooks, RingCentral, and Soho email for seamless accounting, communication, and reporting workflows.
Reporting & Invoicing
Created automated monthly, quarterly, and custom reporting, invoicing, and receipt management for accurate financial tracking.
Deliverables
- + Custom ERP & CRM System
- + Task Management Dashboard
- + QuickBooks Integration
- + RingCentral Integration
- + Soho Email Integration
- + Remote Multi-User Access (U.S. & Mexico)
- + Client Workflow Automation
- + Accounting & Bookkeeping Module
- + Tax Management & Filing Tools
- + DMV & Compliance Support
- + Invoicing & Receipt Management
- + Automated Reporting (Monthly & Quarterly)
Overview
Lascenda Enterprises partnered with JX to modernize accounting and bookkeeping operations with a custom ERP and CRM system. The platform integrates QuickBooks, Soho email, RingCentral, and multi-user workflows. It streamlines task management, invoicing, reporting, and tax compliance, enabling remote collaboration, improving efficiency, and providing accountants and bookkeepers with a unified, secure, and scalable financial management solution.
Features
Analytical Dashboard
Provides a centralized view of client data, tasks, and schedules. Color-coded calendars enable staff to manage appointments, deadlines, and workflows efficiently, giving administrators real-time insights to optimize operations, resource allocation, and overall accounting process visibility.
Main Focus
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Challenges and Solutions
The current state had low brand perception and digital engagement. Our challenge was to increase premiumisation via digital blueprint with an exceptional user centric approach.
Challenge 01
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Solution 01
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Challenge 02
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Solution 02
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Results
The current state had low brand perception and digital engagement. Our challenge was to increase premiumisation via digital blueprint with an exceptional user centric approach.
Other Works
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