Case Study: Savoy Bookkeeping & Tax achieves streamlined invoicing and automated payments with PaySimple

Accounting Firm Finds Solution Fit for Small Business

Savoy Bookkeeping & Tax, a Phoenix-based firm founded by Michelle Savoy after she left a large CPA practice, struggled with slow, manual payment methods and merchant services that were either too costly or too labor‑intensive for a small business. Michelle needed a simpler, affordable way to collect fees and manage client billing without adding administrative overhead.

She switched to PaySimple for its easy setup and responsive customer service, then implemented electronic invoicing, recurring billing for retainers and final payments, and the PaySimple Dashboard to track failed transactions and expired cards. The result: faster, automated collections, a more professional invoice presentation, clearer month-to-month payment visibility, and plans to move the rest of her clients onto the platform and start using mobile payments and forms.

Savoy Bookkeeping & Tax

Michelle Savoy

President