Case Study: Moyer & Company streamlines operations and unlocks subscription billing with Firm360

Moyer & Company consolidates 4 tools into 1 system with Firm360

Moyer & Company, a full-service accounting firm, faced significant operational challenges due to using multiple disconnected systems including PracticeCS for tax and a manual Google Doc for bookkeeping. This patchwork of tools created a lack of visibility between departments and involved an archaic, paper-heavy billing process. Seeking a single platform to scale with their growth, the firm turned to the vendor Firm360 for a solution.

By fully implementing Firm360 across their entire practice, Moyer & Company consolidated four separate tools into one unified system. The results included a modernized and logical billing process, the successful adoption of a subscription billing model, and drastically reduced onboarding time for new hires. The firm, thanks to Firm360, now operates more efficiently and accurately with happier staff and clients, all without needing to increase headcount despite deepening client service levels.

Moyer & Company