Customer Stories

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Customer Stories

How Envision Business Services Streamlined Month-End Close and Cut Client Friction with Financial Cents

Kristin Thompson, owner of Envision Business Services, shares how Financial Cents helped her remote bookkeeping firm scale beyond manual DIY systems. By adopting the Month-End…

June 12, 2026

Customer Story Accounting Workflow

How Advantage Insights Brought Fortune-500 Close Discipline to Small Business Books with Month-End Close in Financial Cents

Mary Ferry, founder of Advantage Insights, transformed her firm’s manual accounting processes by adopting Financial Cents’ Month-End Close feature. By automating 1099 tracking and uncategorized…

June 12, 2026

Customer Story

How Safe Harbor Bookkeeping Cut Invoicing From a Full Day to 90 Minutes — and Stopped Turning Away Clients

Safe Harbor Bookkeeping owner Terri Evans replaced five disconnected tools with Financial Cents cutting invoicing from a full day to 90 minutes, growing bookkeeper capacity,…

April 10, 2026

Customer Story

How Numbers Matter LLC Cut Month-End Close Time in Half with Financial Cents

Steve Libhart of Numbers Matter LLC cut month-end close time in half and compressed 1099 season from a month to a week using Financial Cents'…

April 10, 2026

Customer Story

How On Track Accounting Solutions Heads Off 1099 Headaches with Month-End Close in Financial Cents

On Track Accounting Solutions uses Financial Cents' Month-End Close feature to centralize workflows, streamline communication, and conquer 1099 season chaos.1

March 17, 2026

Customer Story Accounting Workflow

How The Profit Constructors Keep Multi-Firm Projects Clear and Consistent Using Financial Cents

Tonya founded The Profit Constructors after realizing that the traditional corporate environment no longer fit the life she wanted for her family. Since 2016, the…

December 9, 2025

Customer Story Practice Management

How Strategic Tax Planning PLLC Reclaims Time to Serve More Clients with Financial Cents

Overwhelmed by manual workflows and constant client chasing, Strategic Tax Planning PLLC before discovering Financial Cents. Carter Lance shares how they quickly transformed their productivity,…

November 21, 2025

Customer Story Accounting Workflow

How Pedante and Company Gains Workflow Visibility and Prevents Guesswork with Financial Cents

Discover how Pedante and Company gained workflow visibility, eliminated guesswork, and improved client service with Financial Cents. Learn their journey to efficiency!

October 11, 2025

Customer Story Practice Management

How Capovario Uses Financial Cents to Stay Ahead of Deadlines and Support Time Off

Capovario ditched sticky notes and manual systems for Financial Cents and never looked back. Now, the team delivers better client service, stays ahead of deadlines,…

September 8, 2025

Customer Story

How L&L Bookkeeping Uses Financial Cents to Manage More Clients and Deliver Services That Drive Referrals

See how Lori Hawkins used Financial Cents to centralize her team’s workflows, boost client service consistency, and build a waiting list of referrals.

August 12, 2025

Customer Story Practice Management

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

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