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 the 8-Person Payroll Restoration Team Manages 400+ Active Projects with Financial Cents

Shannon Ballman Theis is the accountant’s accountant. Other accounting firms run to her when they need help resolving their clients’ payroll problems with the IRS.…

July 15, 2025

Customer Story
How Butler & Sanchez LLC Organized and Expanded to 22 States with Financial Cents

The story of Butler and Sanchez LLC proves that you don’t need a grand vision or well-thought-out branding to start a business. The universe can…

June 10, 2025

Customer Story
How Fiscally Professional Corporation Scaled a 30-Person Remote Team with Accounting Firm Management Software

Discover how Fiscally Professional Corporation streamlined operations, improved collaboration, and scaled a 30-person remote team using accounting firm management software.

March 28, 2025

Customer Story
How Infinite Accounting Solutions Collaborate and Automate Tasks with Financial Cents to Prevent Errors

Stelle Anderson's ability to seize opportunities has been crucial to the success of Infinite Accounting Solutions. She still had a full-time job when the 2008…

January 15, 2025

Customer Story
How Kathy Maintains Quality Work and Track Due Dates to Meet Tax Deadlines with Financial Cents

Kathy is the founder of Nash Financial Solutions LLC. Supported by a part-time bookkeeper and one part-time tax specialist, Kathy couldn't be more proud to…

December 5, 2024

Customer Story
How Angela Gains Insights to Manage Team Capacity and Increase Profitability with Financial Cents

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…

August 29, 2024

Customer Story
How Full Send Finance Grew by 150% In One Year with Financial Cents

Full Send Finance provides managed accounting, financial planning and analysis, and data intelligence services to growth-minded companies. Led by Roman Villard, CPA & Stacey Feldman,…

July 30, 2024

Customer Story
How Financial Cents Keeps Accounting Therapy from Falling Apart

Accounting Therapy was founded in 1996 to “support business owners to do what they went into business to do (rather than getting bogged down with…

July 3, 2024

Customer Story
How Dawn Stores Client Data For Better Client Relationships with Financial Cents

Powerful Accounting is a team of energetic and client-centered professionals that help business owners conquer the numbers aspect of their businesses. Led by Dawn Brolin,…

May 9, 2024

Customer Story
How Kellie Unifies Work Resources to Maintain Consistent Work Quality with Financial Cents

Kellie Parks, CPB, shares with us how she uses Financial Cents to maintain consistent work quality in her firm. When Kellie Parks CPB, a relentless…

April 17, 2024

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

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