Financial Cents
32 Case Studies
A Financial Cents Case Study
JTC CPAs, a bookkeeping, tax, and payroll firm with four office locations, needed a better way to manage work as they grew. Before Financial Cents, the team relied on sticky notes and other manual processes, which made it easy for tasks, updates, and client information to get lost or overlooked.
With Financial Cents, JTC CPAs gained a centralized view of open projects, better status tracking, capacity management, and seamless collaboration through comments and project history. Financial Cents helped the firm stay organized, distribute work more effectively, and save managers time that would otherwise be spent manually checking on staff and project progress.
Michael McMullen
Managing Partner