Bank Rec Woes to Triumph 

Recognizing the need for direct, hands-on support, the City reached out to SSI and was connected with Implementation Consultant Kim B. From the very beginning, Kim took a deeply collaborative approach—working alongside City staff to understand prior issues, explain the details behind discrepancies, and guide them step by step through the reconciliation process.

Kim supported both the outgoing treasurer and the newly appointed treasurer, dedicating significant time to walking through workflows, answering questions, and helping staff gain confidence in using the system correctly. Her willingness to dig in, explain complex issues clearly, and remain accessible made a meaningful difference.

As Heather Mohler, Assistant Deputy Auditor for the City of Wellston, shared: “From the very beginning, Kim was instrumental in turning things around for our City. Her knowledge, patience, and commitment were exceptional. She worked closely not only with our previous treasurer, but also with our new treasurer who began in October 2025. She dedicated countless hours to walking us through the system, helping us understand prior discrepancies, and guiding us through the reconciliation process.”

With SSI's guidance and hands-on support, the City successfully met its goal of fully reconciling its books by year-end. More importantly, the City emerged with restored confidence in its financial records and a sustainable process it can rely on moving forward.

“We truly could not have achieved this success without Kim and the support of VIP. Her dedication restored confidence in our financial records and set the City of Wellston on a strong, sustainable path forward.”