Case Study: JNW Group achieves firm-wide visibility and streamlined workflows with Financial Cents

How JNW Group took their firm to the next level by using Financial Cents to streamline their process and cut down on things falling through the cracks

JNW Group, a 10‑person tax firm in Indianapolis serving over 1,300 clients, was struggling as paper-based processes and scattered communication caused tasks and client requests to fall through the cracks. They adopted Financial Cents’ cloud-based practice management software to get a quick, accessible audit trail showing who was working on what, when tasks were due, and what was said in client conversations.

Financial Cents centralized JNW Group’s workflows so staff could log calls and tasks directly into the system, eliminating sticky-note chaos and reducing office runaround; the firm reports faster project completion, better client responsiveness, and increased confidence that nothing is missed. Those improvements align with Financial Cents’ wider results—firms save an average 5 hours per employee per week, 100% report improved deadline tracking, and 95% report better team communication and visibility.

JNW Group

Nancy

JNW Group