Case Study: California-Based Accounting Firm achieves streamlined project management and improved profitability tracking with WORKetc

The simple, all-in-one solution to this accounting firm’s complicated problems

This five-person California accounting firm struggled to get the team fully using Thomson Reuters Practice CS because the app was “a little bit overly complicated.” They needed an intuitive, easy-to-use system that could handle recurring and one-off services, stronger project management and reliable timekeeping to support their shift toward flat-fee retainers.

They switched to WORK[etc], a cloud-based all‑in‑one platform with a simple interface, onboarding seminars, project templates, recurring tasks and timekeeping tied to unbilled timesheets and retainers. The firm now manages projects as containers for recurring work, issues recurring invoices/subscriptions, and tracks profitability in real time — improving team adoption, efficiency, productivity and financial oversight.