Case Study: Badger CPA improves workflow visibility and team capacity management with Financial Cents

How Badger CPA Hits Their Revenue Goals with Financial Cents

Badger CPA, a Texas-based bookkeeping, tax, and payroll firm with 40 staff members, struggled to manage workflow, time tracking, and team capacity as it grew. Before adopting Financial Cents, the team relied on spreadsheets and other tools like Asana, monday.com, and CCH, but they lacked the visibility, time tracking, and ease of use needed to keep deadlines on track and avoid overloading staff.

With Financial Cents, Badger CPA gained an all-in-one work management system with workflow automation, time tracking, reporting, and capacity management. Financial Cents gave the firm clear visibility into team workload, helped it budget hours and manage deadlines, and improved collaboration; the leadership team says the software has exceeded expectations, supports fair workload distribution, and helps identify profitable clients and drive revenue.

Badger CPA

Amanda Owens

Firm Administrator