Case Study: Complete Controller achieves 10% client growth and streamlined, integrated cloud bookkeeping with QuickBooks Online

Unleashing the power of integration

Complete Controller is a 100% remote bookkeeping firm staffed by QuickBooks ProAdvisors that provides bookkeeping, financial records storage, and performance reporting for small businesses and CPA firms. Facing the limitations and hosting costs of QuickBooks Desktop, founder Jennifer Brazer set out to move the firm to web‑based apps—primarily QuickBooks Online—to improve client experience, enable modern integrations, and preserve transparency and control for CPA partners, while overcoming internal and client resistance to change.

The firm adopted QuickBooks Online firmwide, certified its accountants, and used new QBO clients as a springboard for migration, with Intuit support for conversions. The integrated, cloud‑based model enabled mobile access, audit‑ready filing, and streamlined vendor bill management, delivering easier client access and greater CPA transparency. Results included overcoming a 6% COVID loss to achieve 10% client growth in 2020, plus roughly 3% savings in system administration and 5% efficiency gains.

Complete Controller

Jennifer Brazer

Founder & CEO