Case Study: Abilene West achieves higher revenue and the confidence to win larger clients with FloQast

How FloQast Gave Abilene West the Confidence to Win Bigger Accounts

Abilene West is a 10-person California CAS firm that delivers high-end services to small and mid-sized businesses. After relying on Asana and Windows Explorer, the team struggled with limited visibility into work status, manual review processes, inconsistent documentation, slow audit prep, and onboarding challenges—issues that threatened accuracy and their ability to pursue larger clients.

By implementing FloQast—a platform “built by accountants for accountants”—Abilene gained real-time task visibility, integrated review notes, standardized documentation, and analytics that simplify month-end closes and audits. The change streamlined processes, reduced errors, improved onboarding, and boosted profitability, enabling the firm to win bigger accounts (including a recent 15-entity client) and position FloQast as a client-facing selling point.

Abilene

Patricia Gay

Founder, Managing Director