Financial Cents
32 Case Studies
A Financial Cents Case Study
Infinite Accounting Solutions, a bookkeeping, payroll, and consulting firm founded in 2008 and based in Langley, needed a better way to manage client work as it grew to 7 staff and 110 clients. Before using Financial Cents, the team relied on Trello, but it became too limited for their accounting workflows, creating extra manual work, more room for error, and difficulty keeping projects and client requests organized.
Financial Cents gave Infinite Accounting Solutions the accounting workflow automation and collaboration tools it needed, including team chat, pinned client emails, recurring client reminders, tags, and templates. With Financial Cents, the firm improved visibility into workloads, reduced time spent chasing clients for documents, cleaned up its onboarding process, and avoided errors from rebuilding monthly projects manually, helping the team collaborate more efficiently and save hours of non-billable work.
Stelle Anderson
Owner