Case Study: Butler-Davis Tax & Accounting reaches more clients with FreshBooks

How Future-Focused CPA Nicole Uses FreshBooks to Reach More Clients

Butler-Davis Tax & Accounting, led by CPA Nicole Davis in Conyers, GA, needed a faster way to onboard clients to new accounting platforms without taking time away from a busy practice. The firm, which serves businesses nationwide with bookkeeping, advisory, tax planning, and payroll services, chose FreshBooks and the FreshBooks Accounting Partner Program to support more service-based clients.

FreshBooks helped Butler-Davis Tax & Accounting get certified in just 5 hours and quickly start moving Schedule C and other service-based clients onto the platform. Nicole reported the process was simple and mobile-friendly, and FreshBooks made it easier to serve more clients while keeping onboarding lightweight and efficient, especially during tax season.

Butler-Davis Tax & Accounting

Nicole Davis

Bustling Professional