About Us

Made by Accountants

Firm 360 was developed by a team of accountants who have extensive experience in the industry. We wanted to find a way to run our practice more efficiently. That is why we came up with this platform. We’ve found that the right accounting practice management is the key to a successful practice. Our platform is the answer to lost billing, unorganized filing cabinets, and unhappy clients.

Our goal is to make your job easier and stress-free. We aim to bring much-needed change to the field. We have developed software that simplifies the business of running an accounting firm. Our software is designed for the 21st Century. It was designed to create savings and reduce non-billable time for all accountants and CPAs.

Leadership Team

BRANDON GRAY
CEO

Firm360 is Brandon's brainchild. Brandon is still active as CPA in Banks, Gray & Crumpler.

He likes to take to the skies as a private pilot in his spare time.

From La Grange, NC

CLAY LEHMAN
Head of Product

Clay has been building web based applications over 15 years in data sensitive industries like banking, accounting and healthcare.

In his free time, Clay likes to spend his time with his wife and 2 kids

From Raleigh, NC

SHANE MONROE
Director of Sales

Shane is our master of demos. Not your typical sales person, but focused on helping our clients see how Firm360 can help streamline their firm's processes.

From Jupiter, FL

PAIGE DANIELS
Director of Client Success

Paige has over 25 years of experience providing excellent technical support. She is excited to support your firm to ensure your experience with Firm360 is successful.

In her free time, she enjoys spending time with family and walking her 2 dogs while enjoying the outdoors.

From Greensboro, NC

Our Values

Our company values help us stay committed to the highest standards of practice. We promise to act accordingly to these values.

Integrity
You can trust us to adhere to our word. We are honest and ethical. We promise to provide you with the right solutions for your firm — not what suits our pocketbook. If something doesn’t work — we will fix it.

Passion
We are passionate about developing software that simplifies people’s lives. We are committed to finding solutions that make things a little easier for everyone.

Service
Our goal is to maintain strong relationships with those we serve. To do that, we know that we have to earn the respect of each and every customer. That is why we strive to meet and exceed all of our customers’ expectations. We want to make a positive impact.

Get Started Today

Book a demo to find out how Firm360 can streamline your processes.
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