Case Study: Cape Coral Bookkeeping & Payroll achieves $90/month savings and retains its phone number with Ooma Office (Ooma)

Growing bookkeeping company trusts Ooma Office to stay in touch with clients, and add new ones to its roster

Cape Coral Bookkeeping & Payroll, a small home‑based bookkeeping firm run by Jane Wagner in Cape Coral, Florida, needed a reliable, affordable phone solution when she learned her traditional landline couldn’t move with her. Because most client contact is by phone, keeping the same number and cutting costs were critical to avoid confusion and reduce monthly expenses that were over $125.

Wagner switched to Ooma Office, which was quick to set up, allowed her to port and keep her existing number, and gave employees direct extensions plus a Virtual Receptionist. The move cut her phone bill by more than $90 a month, funds she now redirects into marketing, and positioned the business to take advantage of local economic growth and add new clients.

Cape Coral

Jane Wagne

Cape Coral Bookkeeping & Payroll