Case Study: Chaney & Associates doubles revenue in two years with Bill.com

How Chaney & Associates doubled its revenue within two years of moving to the Cloud

Chaney & Associates, a Roseville, CA CPA firm led by Steve Chaney, specializes in accounting and controllership services for churches and other not‑for‑profits. Using a legacy fund‑accounting system, the 13‑person firm faced slow onboarding, costly paper workflows and courier fees ($5–6K/month), limited client visibility, and time‑consuming manual reporting that constrained growth despite value billing.

By moving to a cloud delivery model—implementing Bill.com for bill management and Intacct for accounting—the firm standardized processes, provided real‑time dashboards, and eliminated the paper/courier overhead. In two years Chaney & Associates grew revenue 89%, increased clients from 75 to 314 without adding staff, eliminated the $5–6K monthly expenses, and was able to expand profitable controllership services while raising effective rates.

Chaney & Associates

Steve Chaney

Managing Partner