Case Study: BBK|beyond bookkeeping achieves cloud-based efficiency and profitability with Bill.com

BBK|beyond bookkeeping - Customer Case Study

BBK | beyond bookkeeping, founded by Cindy Henderson Magner, is a “new school” bookkeeping firm that focuses on strategic guidance and helping clients use financial data effectively. After a 2015 review following maternity leave, the firm found it had grown complacent—processing paper checks, printing reports, and supporting desktop-only systems—which was limiting efficiency and profitability. BBK decided it needed to lead clients to cloud-based solutions to deliver the time- and cost-savings their model required.

BBK drove change by getting internal buy-in with a staff summit, segmenting clients for a tiered rollout, creating a multi-touch communications plan, and hiring an onboarding specialist to handle conversions. The firm also redefined its ideal client to require cloud adoption and off-boarded those who refused (about a 10% revenue hit initially). The result: roughly half the client base converted with a goal of 100% in the cloud by year-end, improved efficiency and profitability, and stronger positioning as trusted advisors—often aided by practical reassurances like tangible backups during transitions.

BBK|beyond bookkeeping

Cindy Henderson

Magner, Founder