Case Study: Advocate Accounting achieves better delegation and workflow control with Financial Cents

How Financial Cents Helps Erin Delegate Work to Focus on Her Firm’s Long-Term Goals

Advocate Accounting LLC, led by Erin Louis in Seattle, is an accounting and bookkeeping firm offering payroll, tax, bookkeeping training, and grant consulting. As the team grew, Erin needed a better way to delegate work, manage clients and tasks in one place, track time and billing more easily, and keep QuickBooks data aligned with her workflow.

Financial Cents provided the workflow and practice management system Advocate Accounting needed, with task delegation, client management, time tracking, reporting, and a reliable QuickBooks integration. With Financial Cents, Erin says her team can manage more of their own workload, reduce missed details, and spend less time chasing client information, while she gains better visibility into billing and monthly revenue goals, including a reported 98% correspondence with QuickBooks.

Advocate Accounting

Erin Louis

President