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Customer Stories

Insightful strategies and tactics to grow your firm

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Customer Stories
Customer Story
How Ghai CPA Manages Time and Client Communication to Meet Client Deliverables with Financial Cents

Sarabjeet Ghai shares how Financial Cents helps his firm, Ghai CPA Professional Corporation, manage time and client communication to meet client deliverables.

March 1, 2024
Customer Story
How SALAS is Held Accountable to Getting Client Work Done on Time with Financial Cents

Phil McTaggart started Shine A Light Accounting Service (SALAS) as a solo firm after leaving the firm where he was a partner. McTaggart has a…

January 15, 2024
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 Accounting Workflow
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
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