Case Study: Slater & Rutherford achieves faster billing, improved cash flow and greater office efficiency with OfficeTools

The Most Efficient Way to Handle Billing and Run Your Office

Slater & Rutherford, a full‑service accounting firm of about 20 employees in Prescott, Arizona, struggled with paper‑based billing and fragmented payment processing that required multiple days of administrative work each month and separate credit‑card vendors. To modernize billing and run their office more efficiently they adopted OfficeTools and its integrated payment solution APX (Abacus Payment Exchange).

Using OfficeTools as their practice management platform and APX for Pay Now and recurring payments, Slater & Rutherford automated invoicing, client portals, e‑signatures, time tracking and direct application of payments. The firm now processes about 200 recurring payments monthly, reduced billing administration from three days a month to minutes (payment reminders take roughly 10 minutes), cut bank processing and collections, and reports significantly improved cash flow and overall efficiency thanks to OfficeTools.

Slater & Rutherford

Gidget Slater

CPA & Managing Partner