Case Study: Bonin Kaster Souder achieves significant time savings and automated recurring billing with OfficeTools

Discovering the Time-Savings of Automated Payments with OfficeTools + APX

Bonin Kaster Souder is a decade-old CPA firm in Eugene, Oregon, founded by Jessica Bonin, that provides tax, payroll and bookkeeping services. The firm struggled with time-consuming billing, invoicing and chasing late payments and wanted recurring payments built into its workflow, so it moved from QuickBooks to OfficeTools using Abacus Payment Exchange (APX) for integrated automated payments.

By implementing OfficeTools with APX, the vendor enabled recurring auto-pay for roughly 150–200 clients, consolidating project management and billing in one system and eliminating much of the collections work. OfficeTools’ APX recurring payments cut manual billing tasks and sped up collections — Jessica Bonin estimates the firm saves about one hour a month on billing alone — while reducing time spent individually charging clients.

Bonin Kaster Souder

Jessica Bonin

Founder & Partner