Case Study: Harvey and Simons CPAs achieves better workflow visibility and team accountability with Financial Cents

How Financial Cents Helps Harvey and Simons CPAs Organize Their “Multiple Irons in The Fire”

Harvey and Simons CPAs, a New Mexico-based accounting firm, struggled with disorganized workflows, difficulty receiving client documents, and ineffective team communication across their distributed team. After trying multiple tools like Karbon and Accelo, which they found too complex, they sought a practice management solution from Financial Cents to provide better control and prevent tasks from falling through the cracks.

By implementing Financial Cents, the firm gained a centralized platform to organize work, assign projects, and track deadlines. The solution provided structured workflows and a client portal for document collection, which improved organization and visibility. The vendor, Financial Cents, enabled the team to communicate effectively in real-time and begin tracking time for profitability, resulting in full insight into the team's workload and greater overall accountability.

Harvey and Simons CPAs

Chris Simons

Partner