Case Study: Dickinson & Clark CPAs moves from compliance to advisory with Figured

Dickinson & Clark CPA’s haven’t looked back since they began using Figured to manage their clients’ farm finances

Dickinson & Clark CPAs, an Iowa accounting firm, wanted to evolve from offering traditional compliance services to providing high-value advisory services for their farming clients. Their challenge was finding a way to effectively manage client farm finances to enable this shift and facilitate better collaboration.

By implementing Figured, the firm gained a cloud-based financial management solution that integrates with Xero. This provided real-time data interaction and reporting, making financial information highly accessible and reducing the time spent on manual compliance tasks. This allowed Dickinson & Clark to successfully transition to an advisory role, collaborating with clients to help them make better-informed decisions.

Dickinson & Clark CPA’s

Jeremiah R. Woltemath

Partner