How JNW Group used Financial Cents to keep things from falling through the cracks
JNW Group Case Study
Learn how JNW Group took their firm to the next level by using Financial Cents to streamline their process and cut down on things falling through the cracks.
- Tax firm
- 10 staff members
- Over 1,300 clients
- Located in Indianapolis, IN
Things were starting to fall through the cracks
As JNW Group continued to grow, it became harder for them to keep track of everything in the firm. They needed to quickly see who was working on what, when certain work would be finished, and who last talked to a client and what was said in the conversation. With ten staff members and growing, being paper-based wasn’t an efficient way to run their firm anymore.
“What drove me crazy was that it seemed like we didn’t know where certain things were. We were spending time trying to track down files and what needed to be done next, which would cause things to fall through the cracks. We wanted to provide the best services possible to our clients, and that was not helping.” said Nancy.
Jim added, “Sometimes we have conversations with clients that required some type of response, and it was hard to know if it got done. If a client called and asked them to send a return, they didn’t have an efficient way to know if that call happened or if the work got done.”
An audit trail of everything happening across the firm that could be accessed anytime, anywhere
They needed a solution that would give them a quick pulse on everything going on, and that could be accessed in seconds from any device. Financial Cents was the answer.
Inside Financial Cents, they could document everything. Who was working on what, where it was in the process, when it would be completed, who last spoke to the client, and what was said in that conversation. The best part was that their team could access it from anywhere in seconds. It gave their entire staff full visibility across the firm.
Jim said, “The thing that everyone has found extremely useful is the ability to document phone calls and other stuff coming in directly into their workflow, which has just been incredible. It can be tough to remember what I did yesterday, and now I can pull this up, and it will tell me exactly what we talked about, what we are supposed to do, and so forth. Everyone is finding that to be huge for them!”
“Before you would walk into anyone’s office and it would just be a sea of yellow sticky notes, and we both know how that goes. Financial Cents allows me to see the whole picture from a management perspective without ever leaving my desk, which is just fabulous.”
They got the visibility they needed to know that everything was getting done
Once Financial Cents got up and running, their process was much more efficient, which helped them finish their work faster.
“Nobody is running from office to office anymore to ask questions. I come from a lean operation background where every step costs money. Financial Cents helped us cut down a ton of running around. So for me, that increased our efficiency so we could get our projects done in a more efficient and timely manner,” said Jim.
It has also helped them ensure certain requests were getting done and kept their clients happy.
“Now, when a client calls asking for something, it gets recorded, and if you don’t get it done that day, you can put it on the calendar due for tomorrow for everyone to see. So if the client calls asking for an update, we can quickly know who is working on it and when it will be done,” said Jim.
Nancy added, “We can also do this in seconds versus saying let me look into it and call you back. The service to the client is what has always set us apart from other firms, and this helps us keep doing that.”
Lastly, Financial Cents gave them the organization they needed to confidently go home knowing that they got everything done.
“This has been an organizational transformation for us. It has taken an unorganized process and organized it,” said Jim.
“You no longer go home at night thinking, I hope that I got everything done that I was supposed to get done,” said Jim.
About JNW Group
Our company specializes in accounting and tax preparation services for a wide variety of clients.
Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws and accounting methods.
Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.
Firms using Financial Cents save 5 hours per employee each week, on average.
100% of users say Financial Cents has helped them track and hit their deadlines
95% of users say Financial Cents improved team communication
95% of users say Financial Cents gives them visibility across their client work
9 out of 10 users would recommend Financial Cents to a friend
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