Main Accounting Services

Firm

Bookkeeping, Trust Accounting, Reporting, and CFO Services.

Firm Type

12

Staff Members

2016

Year Founded

Henryville, Indiana

Location

Virtual

Working Style

Angela Main Roberts founded Main Accounting Services to give law firm owners the peace of mind of knowing that their accounting processes comply with state bar regulations.

To achieve this goal, Angela prioritizes using the right processes and technology to ensure accuracy, efficiency, and profitability.

This necessitated their search for a practice management software solution that provides real-time visibility into the team’s workload, time log, and revenue.

Struggling to Track Time Spent On Client Projects

The team initially used Asana. With fewer clients and staff, this generic project management software sufficed.

As their clients and employees increased, task management and time tracking required a solution built for their unique needs to ensure sufficient return on their investment in client projects. Otherwise, they would work their fingers to the bone with little to show for it.

Asana was great for task management but did not allow us to track monthly fees vs time worked. This is important to us because we're continuously growing our company. We have to know when it is time to hire."

Angela Main Roberts, CEO of Main Accounting Services

Finding Financial Cents’ Capacity Management Solution in a Webinar

The need to stay up-to-date with industry trends took Angela to Roundtable Labs, a webinar for accountants, beekeepers, CPAs, EAs, etc. After watching Shahram Zarshenas’ presentation on Financial Cents, she knew it was time to move her firm to Financial Cents (a tool that combines time tracking, project, client, and capacity management).

Richard Roppa Roberts of Roundtable Labs, who knew that I was looking for a way to manage capacity in my firm, said, ‘You’ve got to see Financial Cents’. When I saw Shahram Zarshenas, Financial Cents CEO, showing Richard how capacity management worked in Financial Cents, I knew I had to switch."

Angela Main Roberts, CEO of Main Accounting Services

How Financial Cents is Helping the Main Accounting Team

  • Tracking Time for Adequate Billing

With Financial Cents, the Main Accounting team has succeeded in capturing the time employees spend on client work versus the client’s fees. This gives them a basis to calculate their return on investment.

Being able to capture everything that we need (like actual work hours and the amount the client is paying each month) enables us to track profit by client."

Angela Main Roberts, CEO of Main Accounting Services

  • Managing Work and Client Information without Switching Context

Due to Financial Cents’ ease of use, the team did not waste time before implementing its client relationship management (CRM) feature. This allows them to:

→ Use the resources section to link to external, work-related resources, Helping them access all they need to work efficiently without leaving Financial Cents.

We use Google Docs for our operating procedures, Google Sheets for client reports, and LiveFlow with QuickBooks. The resources section for links enables us to link to our procedures and reports, which puts everything at our fingertips."

→ Use the About section to store unique client information (entity type, formation date, tax ID, birthday, etc..) that helps them build stronger client relationships.

We use the About section of the client profiles as our CRM."

  • Ability to Run the Firm from One Place

The ability to run the firm from one place gives the firm’s manager visibility into client projects, helping them to hold team members accountable.

Our accounting manager values being able to go in and see everything she needs to follow up with everybody on projects."

Angela Main Roberts, CEO of Main Accounting Services

Angela’s Favorite Financial Cents Features

  • Reporting Features

With robust reporting features (time tracking, capacity management, and team activity report), Financial Cents gives Angela the insights she needs to track employees’ workload, reassign tasks, and manage resources more effectively.

The data gathered in Financial Cents have been vital to running our business."

  • Client Emails

This feature allows accounting professionals to pin work-related emails to projects. It also allows new and existing assignees to see the communication history of a project, reducing the need to bother clients (and teammates) to repeat the information they already provided.

I also love the client email feature. It shows me what other assignees have been discussing (when I come in as a collaborator). It helps me reduce micromanaging and ensure quality service."

How Financial Cents Makes Angela Feel

Knowing that my growing team can do their job and support all our clients efficiently (because of Financial Cents) gives me comfort."

Angela Main Roberts, CEO of Main Accounting Services
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