Challenge
When Adam Simpson launched Simpson & Co. in 2022, his firm was operating with minimal infrastructure. “We didn’t really have good processes in place,” Adam recalls. “We were using Gmail and Google Sheets to manage project statuses during tax season.” The manual spreadsheet tracking was repetitive, lacked real-time visibility, and increased the risk of oversight during busy periods.
As the firm began acquiring books of business and expanding its client base, these fragmented tools could no longer support the operational complexity. “Clients were sending password-protected documents through email. We didn’t have a good way to track document requests or see where we stood on each engagement,” says Adam. The firm needed a modern, integrated system that could centralize operations, streamline client onboarding, and support scalable growth.
Solution
Adam Simpson adopted Firm360 as an all-in-one practice management solution in 2022. From the start, the platform helped consolidate workflows, communication, and document handling into a single hub.
“My goal as a firm owner is efficiency,” Adam explains. “Firm360 had everything we needed — client records, reporting, document storage, e-signatures through RightSignature — all in one place.”
The firm made extensive use of Firm360’s integrations and document migration support. During a major acquisition in 2024, they outsourced the full document migration to Firm360’s customer success team. “That was well worth every penny. Clients are always concerned about where their files are. We brought over three years of historical data, which gave our clients confidence and made the transition seamless.”
As the firm grew, so did its use of Firm360’s features. “We’ve started implementing more of the dashboard and project tracking functions, especially now that we’re managing more staff and client volume,” Adam notes. “We also switched from QuickBooks to billing through Firm360, which has made invoicing smoother.”
Onboarding and training were another highlight.
“The Firm360 support team helped us import Excel files, structure our portal, and tailor the training to exactly what we needed. You don’t just get dumped into a library of videos — it’s hands-on help.”
Results
Since implementing Firm360, Cunha Simpson Hill CPAs LLP — formerly Simpson & Co. — has experienced significant and sustainable growth. What began as a solo practice has evolved into a five-person firm through two strategic acquisitions, supported every step of the way by Firm360’s onboarding, document migration, and centralized workflow tools.
Key outcomes include:
- Adopted dashboards, billing, project tracking, and email features to streamline operations and reduce admin time
- Two acquisitions completed within three years, with full client and document transitions into Firm360
- Expanded from a solo practice to a multi-partner firm, with plans to hire a manager-level staff member
- Replaced SmartVault, Gmail, and spreadsheets with one centralized portal, improving visibility and client access
“Adding new clients now is simple. It’s saved us so much time and made onboarding smooth for both staff and clients,” Adam emphasizes. “If you’re on the fence, it’s well worth it. It’s going to give you back more time in your day.”
