Case Study: B&B Payee Services doubles its client base with AccuFund Representative Payee

B&B Payee Services doubles client base with Accufund, from 200 to 400 clients

B&B Payee Services, a non-profit provider of representative payee services, was struggling with inefficient processes using QuickBooks as its client base grew. Their daily check runs and detailed reporting for trustees and the Social Security Administration were slow and cumbersome, hindering their ability to scale. This led them to search for a new solution, ultimately selecting the AccuFund Representative Payee product.

By implementing AccuFund, B&B Payee Services automated key tasks such as importing client deposits and calculating fees, which drastically reduced manual data entry. The solution streamlined check printing and reporting, saving hours of labor per task. These efficiencies allowed the organization to nearly double its client base, from 200 to about 400 clients, while significantly improving operational efficiency and cash flow.

B&B Payee Services