Case Study: Safe Harbor Bookkeeping cuts invoicing time and grows capacity with Financial Cents

Safe Harbor Bookkeeping cuts invoicing from a full day to 90 minutes with Financial Cents

Safe Harbor Bookkeeping, a Pennsylvania-based firm, faced a challenge managing its operations with a disconnected tech stack of five different tools including ClickUp, Monday.com, and Harvest. This lack of integration caused inefficient processes, poor visibility into project status, and time-consuming manual tasks like invoicing, which took a full day to complete. The firm turned to Financial Cents for its practice management software to centralize its workflow.

By implementing Financial Cents, Safe Harbor Bookkeeping replaced its multiple tools with one integrated platform. The solution automated workflows, utilized built-in time tracking tied directly to billing, and leveraged features like the Month-End Close tool for client requests. As a result, Financial Cents helped cut invoicing time from a full day to 90 minutes, increased bookkeeper capacity from 8-10 to 12-14 clients each, and allowed the firm to onboard new clients throughout tax season instead of turning them away.

Safe Harbor Bookkeeping