Case Study: Tolbert CPA achieves 40% faster billing and streamlined client payments with PaySimple (AcceptPay)

AcceptPay® Helps Accountant Simplify Billing and Deliver Better Client Service

Tolbert CPA, a full-service accounting firm in Bulverde, TX led by Sherry Tolbert, provides tax filing and planning for businesses. The firm was bogged down by a manual billing process—printing invoices from QuickBooks, no centralized way to track mailed invoices or deposits, frequent bank trips to deposit checks, and difficulty delegating billing tasks.

In January 2011 Tolbert adopted AcceptPay from American Express, enabling electronic credit‑card and ACH payments, automated reminders, recurring billing, and a simple multi‑user dashboard. The change cut billing time by 40%, lets Tolbert send invoices in about five minutes, reduces bank trips with direct deposits, and gives clients flexible payment options that help their cash flow and speed up collections.

Tolbert CPA

Sherry Tolbert

Principal