Case Study: Birch Accounting & Tax Services streamlines firm management and collaboration with Financial Cents

How Amanda Uses Financial Cents to Build Her Firm and Collaborate with Her Team

Birch Accounting & Tax Services, a Canadian accounting firm with 1,800 clients, faced significant challenges managing work and team collaboration using uncollaborative spreadsheets and the generic project management tool Asana. These systems lacked visibility, allowed data to be easily altered or deleted, and required manual workarounds that hindered productivity and threatened work quality. Seeking a niche solution, the firm's president, Amanda Birch, began looking for an accounting-specific project management tool.

The firm implemented Financial Cents, a project management solution designed for the accounting community. This provided the team with full visibility into workloads and client progress, a user-friendly platform that was quickly adopted by all staff, and responsive customer support. The solution helped the firm stay organized, manage capacity effectively, and support its ongoing growth, including the successful acquisition of another 40-year-old accounting firm.

Birch Accounting & Tax Services

Amanda Birch

President