Case Study: Cunha Simpson Hill CPAs LLP streamlines acquisitions and scaling with Firm360

Cunha Simpson Hill CPAs LLP scales through 2 acquisitions in 3 years with Firm360

Cunha Simpson Hill CPAs LLP, a small accounting firm, faced operational challenges as it began to grow through acquisitions. The firm was using fragmented tools like Gmail and Google Sheets, which lacked real-time visibility and increased the risk of oversight. They needed a modern, integrated system from Firm360 to centralize operations, streamline client onboarding, and support scalable growth.

Firm360 provided an all-in-one practice management solution that consolidated workflows, communication, and document handling. The implementation led to significant growth, including the successful onboarding of two acquisitions and the migration of three years of historical client data. The firm replaced multiple tools with Firm360's centralized portal, which streamlined operations, reduced admin time, and supported their expansion from a solo practice to a five-person firm.

Cunha Simpson Hill CPAs LLP