Case Study: McWilliams & Associates, Inc. achieves secure, paperless cloud efficiency with SmartVault

QuickBooks® ProAdvisor Earns Added Pro Status in Building a Highly Efficient Cloud-based Firm

McWilliams & Associates, Inc., a California-based business consulting firm led by CPA Bonnie Nagayama, specializes in QuickBooks training, data conversions and integrations for accountants, QuickBooks consultants and small businesses. The practice once relied on an in‑house server and VPN, accumulating large volumes of paper and documentation; a server crash that stopped work highlighted the risks of onsite storage and the need for a more reliable, remote-ready workflow.

Nagayama moved the firm to a cloud stack—implementing SmartVault for secure online document storage and client portals alongside QuickBooks hosted by Right Networks—and worked with SmartVault support to migrate tens of gigabytes of files. The transition created a paperless, always-available system that cut administrative work, enabled real-time client collaboration and remote staff workflows, integrated with her CRM, and removed the risk and downtime associated with local servers.

McWilliams & Associates, Inc.

Bonnie Nagayama

CPA, Owner