Customer Stories

Insightful strategies and tactics to grow your firm

Browse the categories or topics below to find what you are looking for.

Customer Story
How Accounting Solutions of Sarasota Accurately Bill Clients & Increase Their Revenue with Financial Cents

Like many other accounting firms, time tracking is essential to ASOS’ day to day work. Besides its obvious use, time tracking helps ASOS to quantify…

December 18, 2023

Customer Story
How Ritter’s Accounting & Tax Services Keep Work From Falling Through the Cracks with Financial Cents

Kim started her tax firm as a side business in 1996 but didn’t get serious with it until 2016 when she invited her friend, Barbra…

October 23, 2023

Customer Story
How BookPro Satisfies Their Clients In Multiple Industries with Financial Cents

BookPro Inc., founded by Denise May, is an accounting and bookkeeping firm that promises to stand by its clients through their various phases of growth,…

October 23, 2023

Customer Story
How Erin Delegates Work to Focus on Her Firm’s Long-Term Goals with Financial Cents

Led by Erin Louis, Advocate Accounting LLC is an accounting and bookkeeping firm that provides payroll, tax, bookkeeping training, and grant consulting services to individuals,…

October 4, 2023

Customer Story
How Oscar Abraham CPA Gets Greater Workflow Visibility with Financial Cents

Mark’s desire to empower his team with a workflow tool that enables them to do their best work has seen him try different accounting workflow…

October 4, 2023

Customer Story
How Harvey and Simons CPAs Organize Their “Multiple Irons in The Fire” with Financial Cents

After wasting money and time on unfit practice management solutions, the Harvey and Simons CPAs, LLC team has found the right tool to give them…

October 4, 2023

Customer Story
How Sarah Uses Financial Cents’ Due Dates Feature to Ensure Team Accountability

Ascension CPA is a full-service accounting firm located in Oklahoma City. The firm was founded by Jamie Ward, CPA, and Cassidi Heltcel, CPA, to help…

July 26, 2023

Customer Story
How Elizabeth Byrnes Keeps The Pulse on Tasks & Organize Everything with Financial Cents

Elizabeth M Byrnes, Inc. was founded in 2011 to help taxpayers resolve tax return examinations, non-filing issues, wage adjustments, and levies with the Internal Revenue…

June 26, 2023

Customer Story
After 12 Months of Various Free Trials, Pathway Found Financial Cents as the Right Software to Organize and Track Client Work

Pathway is a two-person firm. Peter Piluk handles the firm's accounting, bookkeeping, and payroll services, while Lisa Ryckman does the tax work. Together, they have…

June 15, 2023

Customer Story
FROM KITCHEN TABLE TO 1,800 CLIENTS: How Amanda Uses Financial Cents to Build Her Firm and Collaborate with Her Team

Amanda Birch started Birch Accounting and Tax Services from her kitchen table as part of her decision to stay home with the kids. 17 years…

June 2, 2023

Customer Story
How Anna Gains Time to Focus on Growing Her Firm with Financial Cents

Murphy & Associates Consulting supports service-based businesses and digital online businesses with professional bookkeeping services.  The CEO and President, Anna Murphy, brings her 10+ years…

March 16, 2023

Customer Story
How JTC CPAs Became More Efficient with Financial Cents

JTC CPAs offer CPA services including small business bookkeeping and tax preparation to clients from 4 office locations. Having been in business for over 14…

March 16, 2023

Showing 13 to 24 of 38 results