Jessica Wong

Name

Fiscally Professional Corporation

Firm Name

Fractional CFO and Advisory Services.

Services

30

Staff Members

Canada

Location

Remote

Working Style

Jessica Wong vividly recalls the day her team realized their old project management system wasn’t cutting it anymore.

We're now four times bigger than when we first tried to implement our initial practice management tool. After carefully defining what we needed versus what we had, we knew it was time for something new and better"

Jessica Wong, Finance Director, Fiscally Professional Corporation.

Her firm, Fiscally Professional Corporation, had quickly grown from just a handful of individuals into a thriving remote team of 30 professionals serving creative businesses across the U.S. and Canada.

But behind the excitement of that growth was a challenge the team was determined to overcome: they needed better workflows, clearly defined processes, and a single tool where tasks, projects, and client deliverables could be managed seamlessly, no matter where each team member was located.

It wasn’t for lack of effort or skill. Jessica’s team was talented, organized, and motivated. The real problem was simpler: they relied on general project management tools rather than software built specifically for accounting firms.

To sustain their momentum and continue delivering the high-quality service their clients expected, Jessica and her team knew they had to make a change.

They needed a practice management solution powerful enough to scale effortlessly alongside them.

That’s when Fiscally Professional Corporation discovered Financial Cents, and finally, everything started to click into place.

Challenges Fiscally Professional Corporation Faced

Our business processes were standardized in theory, but not in practice, so it's important that we keep our quality high while our business continues to grow."

Jessica Wong

Fiscally Professional Corporation provides virtual, full-stack accounting services customized to the unique needs of creative businesses across the U.S. and Canada. With a fully remote team of 30 professionals managing diverse client needs, the firm had no room for tasks or deliverables slipping through the cracks.

Jessica Wong shared several specific challenges her team experienced before switching to Financial Cents:

Limited Functionality With Project Management Software

You might be familiar with the frustration of trying to manage complex accounting projects using software that’s designed primarily for basic task tracking. Sure, simple checklists are great for grocery lists, but they’re not built to handle the intricacies of accounting workflows.

Jessica Wong experienced this first-hand. In her words,

we did use a project management tool, but it worked more like a checklist, and it wasn't applied consistently throughout the organization because it just didn't align with our accounting deliverables."

When your tools don’t align with your actual workflows, it’s tough to stay consistent, especially as your firm grows. Tasks end up overlooked, deadlines become uncertain, and ultimately, service quality suffers.

To maintain high-quality standards as they scaled, Jessica’s team realized they needed software built specifically for accountants, something that could manage complex projects and processes beyond basic checklists.

Lack of Team Buy-In and Adoption

When your team doesn’t fully adopt a tool, it’s difficult to keep everyone on the same page. Jessica mentioned that before adopting Financial Cents, her team at Fiscally Professional Corporation was using a general project management tool. However, it didn’t fully support accounting-specific tasks and, as a result, wasn’t used by all team members.

Without full team buy-in, your processes often become fragmented, and it’s easy for tasks to be missed.

Jessica recognized that having a tool everyone genuinely uses and values is essential, especially when scaling a large remote team. That’s why Jessica’s team switched to Financial Cents, to finally have everyone on the same page, enabling their 30-person remote team to keep quality high while continuing to grow.

Rapid Team Growth

Growing quickly is exciting for any accounting firm, but it also introduces its challenges. For Jessica and her team at Fiscally Professional Corporation, growth meant their old processes couldn’t keep up.

As Jessica shared, their firm quadrupled in size from a small team to 30 remote staff.

We are now four times bigger than when we first attempted to implement our first practice management tool."

Jessica Wong

This rapid growth is exactly why Jessica’s team chose to upgrade their practice management software. Financial Cents gave them the structure and scalability they needed to maintain quality, stay organized, and grow sustainably. In short, Jessica found that Financial Cents helped transform their team and keep the quality of their work in pristine conditions.

Difficulty Tracking Client Requests and Responsibilities

Jessica shared that before using Financial Cents, tracking client requests and assigning responsibilities clearly was a significant challenge.

Their previous project management tool, as mentioned earlier, lacked the depth needed for accounting-specific workflows.

Without an accounting-focused system, Jessica found it difficult to know exactly who was responsible for each task and what the status of client requests was. While their processes were clear in theory, in practice, the execution fell short because the tool didn’t give enough visibility. This meant important tasks sometimes got overlooked or delayed, impacting client satisfaction.

Switching to Financial Cents solved this by giving Jessica and her team a clear, real-time view of client work and who owned each task, ultimately helping them deliver consistent quality even as their remote team grew significantly.

The Key Features That Made a Difference

When you’re scaling a remote accounting firm, having the right tools in place is essential. For Jessica and her team at Fiscally Professional Corporation, a few key features of Financial Cents stood out as especially impactful.

1. Task Dependencies

One standout feature for Jessica was task dependencies, which keep workflows clear and organized. This feature, which is part of the Scale Plan, is designed to make the completion of a task dependent on another.

Rather than relying on manual reminders or hoping team members remembered to pass tasks along, Financial Cents clearly defined which tasks depended on others. Jessica particularly loves this feature as it has been a game-changer for her team.

It's exciting to have dependent tasks pop up automatically once something else gets done. We love that because it makes sure nothing slips through the cracks"

Jessica Wong, Finance Director, Fiscally Professional Corporation.

2. Visibility into Workflow and Task Statuses

Jessica emphasized how vital it was for her team to have clear visibility into every project’s status across the entire team.

Financial Cents gives Jessica and her team easy visibility into task progress by person and client, significantly streamlining their workflow management.

We can easily see the status based on task pods and by individual. It’s given us that visibility we didn’t have before."

Jessica Wong, Finance Director, Fiscally Professional Corporation.

This level of transparency is made possible by the workflow dashboard, which provides an accurate, real-time view of task statuses, assigned team responsibilities, upcoming deadlines, and active projects.

3. Standardized Processes and Checklists (Templates)

Another standout feature for Jessica’s firm was the ability to use checklist templates to standardize workflows. This meant that each client received consistent, high-quality service, even when different team members handled the same accounting tasks.

Financial Cents gives us the pulse check we need, ensuring we stay on track. The checklist templates have standardized our onboarding process very effectively."

Jessica Wong

Workflow templates are a major advantage for Financial Cents users, as they clearly outline the steps each assigned team member must follow to complete a task. They are also invaluable for onboarding new team members, as Jessica highlighted, and preparing for tax season.

The Impact Fiscally Professional Corporation Experienced from Using Financial Cents

When you scale a large team, you need an accounting firm management tool that brings everyone together—keeping communication flowing and processes consistent. Jessica shared several major impacts her team experienced after switching to Financial Cents:

1. Improved Visibility Across the Team

Before Financial Cents, Jessica’s team struggled to clearly see the status of their tasks and workflows. After adopting Financial Cents, she noticed a significant difference:

Now we can easily understand the status based on task pods and by individual. It’s given us the visibility we didn’t have before."

Jessica Wong

That level of visibility means Jessica can quickly identify bottlenecks and see exactly where each client project stands, making sure nothing gets missed.

2. Streamlined Onboarding Process

Fiscally Professional Corporation serves creative service businesses, which require highly personalized service.

Financial Cents enabled them to standardize and streamline their workflow using accounting-specific checklists, dramatically speeding up the onboarding process for both clients and employees.

3. Consistent Quality as They Scale

Scaling from a small team to 30 remote employees isn’t easy, especially when maintaining high client service standards. Jessica emphasized that Financial Cents allowed them to shift from theory-based standardization to actual, practical execution:

Our business processes were standardized in theory, but not in practice. Financial Cents helps us keep our quality high as we grow"

Jessica Wong

3. Clearer Accountability and Communication

Jessica noted how critical it was that every team member adopt and actively use the same system. Financial Cents helped the entire team buy-in, which improved communication, clarity, and accountability.

Thanks to Financial Cents, Fiscally Professional Corporation can now confidently manage its growing remote team, consistently delivering high-quality work.

How Jessica Feels About Financial Cents

Financial Cents gives us that pulse check that we need to make sure that we're on track and know what's coming up next. We really love that you guys are doing a phenomenal job in listening and keeping us users in the form of updates and hosting regular sessions to demonstrate new features"

Jessica Wong, Finance Director, Fiscally Professional Corporation.

Conclusion

Managing a remote accounting team of 30 people isn’t easy, but Fiscally Professional Corporation shows it’s possible when you have the right tools. By switching to Financial Cents, Jessica and her team improved visibility across their workflow, streamlined communication, and created clear accountability within their remote team.

If you’re struggling with managing client requests, tracking tasks, or keeping your processes consistent as your team grows, it’s time to evaluate your current system. Financial Cents can help you move from just “standardized in theory” to actually putting your processes into practice so your firm can scale without compromising quality.

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