Financial Cents
32 Case Studies
A Financial Cents Case Study
Fiscally Professional Corporation, a Canada-based fractional CFO and advisory services firm, grew into a 30-person remote team serving creative businesses across the U.S. and Canada. As the company expanded, its general project management tool started to feel like a checklist rather than a true practice management system, creating issues with inconsistent adoption, unclear task ownership, and limited visibility into client requests and accounting workflows.
To solve these challenges, Fiscally Professional Corporation implemented Financial Cents accounting firm management software. Financial Cents added task dependencies, workflow visibility, and standardized checklist templates, helping the team improve accountability, streamline onboarding, and keep processes consistent as they scaled. The result was better organization, clearer real-time insight into workloads and status by person and client, and stronger quality control across the remote team.
Jessica Wong
Finance Director