Case Studies

NEW! Leveraging the Cloud to Start or Grow a Vertical Niche Practice

Learn how one innovative firm leveraged cloud-based accounting and bill management solutions to create value for its clients’ franchise operations.

This case study with C. Keith Willis, CPA.CITP, and Manager, Cohen & Company examines how one of the firm’s healthcare (chiropractic) clients was expanding its business into franchising and now needed more robust financial and benchmarking data, as well as real-time reporting to monitor its growing franchise operations. The firm’s research led them to discover the benefits of standardizing their client’s business and financial operations through a cloud-based accounting and bill management solution. As you will see in this case study, Cohen & Company realized significant benefits by moving its Business Process Outsourcing (BPO) services (the outsourcing of clients’ back office accounting/finance operations) to the Cloud.

How Chaney & Associates Doubled its Revenue Within 2 Years of Moving to the Cloud

In this case study, you will learn how a progressive accounting firm with a not-for-profit niche, realized 89% growth in revenue within 2 years of moving its practice to cloud-based accounting solutions. Steve Chaney, CPA and President of Chaney & Associates will share the challenges his firm faced doing business the traditional way and the success his practice is now experiencing with a cloud-based service delivery platform.

Harshman, Phillips and Company

Read this example of a firm who used an online bill management solution to provide outsourced accounting and administrative services to its client and helped them save money on personnel and office space.

Associated Hearing Aids of Illinois

Peter Gaspary, owner of Associated Hearing Aids of Illinois, is one of Miracle-Ear's franchisees. For many years, Gaspary used a full-time bookkeeper to keep track of his finances on QuickBooks. Every week he spent at least an hour or more approving and hand-signing 30-40 checks for utilities and rent for his centers and for office and medical supplies. Now, with Bill.com, it only takes him five minutes. Learn what made Gaspary start using Bill.com to pay his bills and how it provided a wealth of additional benefits for his company.

National Association of Water Companies

The National Association of Water Companies (NAWC) serves our nation’s private water organizations. Until recently, the organization struggled with a tedious bill-payment process in which they relied on their accounting firm, LarsonAllen, to pay all their bills. After discovering Bill.com, payroll, bill pay and financial duties have been much easier and more streamlined. Bill.com even integrates with Intacct, the web-based accounting system, which LarsonAllen uses to keep track of NAWC’s finances and enables NAWC to pay their own bills via check, ePayment/ACH, or PayPal.

Wegner CPAs – Released From Tedious Tasks

As with most industries, CPA firms may feel the pressure of higher expectations for productivity and customer growth. At the same time, firms need to protect their bottom line and make changes to preserve cash flow. Find out how CPA Heather Richter, a senior accountant with Wegner CPAs in Madison, Wisconsin, used Bill.com to streamline and automate the A/P process, while releasing her from one of her most tedious tasks – recording, tracking and paying her clients' paper invoices.

Cloud-Based Accounting Services and the Next Generation Accounting Firm

Jason Blumer, CFE, CPA.CITP, is the President of Blumer & Associates, CPAs, PC, a pioneering firm based in Greenville, South Carolina that has embraced cloud-based technologies and a virtual firm mind-set to expand its services to clients around the world. Learn how Blumer & Associates positioned themselves at the forefront of progressive firms that have embraced the newest technologies, enabling his firm and his clients to become more profitable, more efficient, and in the technology vanguard.

ASAP Accounting & Payroll Services

This case study contains an accounting firm’s successful vertical niche growth and how it created customer growth using automated A/P and A/R. Learn how your firm can achieve the kind of growth that ASAP Accounting is enjoying by discovering the unique benefits of cloud-based technologies.