Case Study: Milrose Consultants achieves streamlined financial operations and major time savings with FinancialForce Accounting

Milrose Consultants - Customer Case Study

Milrose Consultants, a New York–based building code consulting and expediting firm, faced inefficient financial operations from a patchwork of disconnected systems that required extensive manual re-keying, slow invoicing, and lengthy month‑end closes. To address this, they moved to FinancialForce—deploying FinancialForce Accounting alongside Salesforce CRM—to replace Microsoft Dynamics GP and unify accounting, invoicing and reporting.

FinancialForce delivered a single cloud solution that automated pricing and invoicing from CRM data, enabled one‑click client reporting, and streamlined Order‑to‑Cash processes. As a result, client recap statements dropped from 10–30 hours per week to a single click, customer invoicing fell from 4–5 days per week to one day, and month‑end close shortened from two weeks to one week, with faster cash collection and redeployed staff into higher‑value work.

Milrose Consultants

David Hannaford

Chief Financial Officer