“I estimate that we save 100 clicks per individual tax return compared to how we were doing things before”
“We have saved a tremendous amount of time in client discussions, copying files, pushing paper, and especially invoicing”
“We are more efficient with our work, we can streamline processes, project out schedules and foresee heavier workloads.”
This article is for accounting firms in the US who are looking for ways to increase their productivity.
If you want to increase staff productivity and free up your time so that you can grow your firm, you are in the right place.
If your goal is to grow a successful and valuable accounting firm, this article is for you.
If you just always seem to be too busy with daily tasks to find time to focus on improving your business, then stick around.
Do you have nightmares about missing a deadline for one of your clients? Is your staff turnover rate high because they are always stressed out and busy?
Read on to discover how to regain control of your firm.
If you are happy with your firm’s current processes, if you get your work done with minimal stress, if your staff are able to comfortably serve the clients without working overtime, then this article may not be a huge benefit for you.
If you are a solo firm and you aren’t yet experiencing the pains of managing a team to provide service to your clients, then you may not need this article right now.
You can achieve a high level of productivity for your team and free up your time to focus on serving your customers, using proven project management techniques, combined with software tools that automate the mundane tasks.
However, if you use the wrong techniques or combine the wrong tools, you will just wind up wasting time and effort and money and not be any better off than when you started.
We are the only team with deep industry experience and a laser like focus on helping accounting firms in the US streamline their processes and regain control of their most important asset - their time.
For those of you who don’t know me, my name is Brandon Gray, and I have been a CPA for 15 years, and I am a partner at a CPA firm in North Carolina.
A couple of years ago, I was growing more and more frustrated with the clunky, disjointed tools that we were using to run our practice. I had a desire for a more efficient, all-in-one practice management system that would allow us to increase our team’s productivity and free up time to focus on delivering awesome service to our clients.
I searched high and low for the right tool for our firm, but nothing I found moved the needle.
Finally, in 2019 awoke with a jolt and sat straight up in bed with the idea that it was time to build a solution to this problem. I partnered with Clay Lehman who I knew from a mutual business contact and we began working on what would become Firm360. After the initial rollout, our firm was enjoying massive productivity and realization improvements over previous years. It wasn’t long before colleagues started asking about the system, and if we thought it would work for them, too. That is when we knew we were on to something big, and began the journey of turning it into a company.
Now our mission is to share what we have built with other firms so that we can help them be more successful.
So all you need to do is:
1. Adopt and formalize your project management best practices
2. Integrate your practice management system with your time tracking and invoicing processes
3. Give your clients a secure digital experience for interacting with your firm
And you can increase your team’s productivity and save them an average of 10 hours of non-billable time per week.
Now there are many options for project management, time and billing, and client portals. Any of them will solve the individual problems that we have identified in those areas.
You have a few options:
Option 1: You can do it yourself, you will need to research each type of tool, and figure out how to connect the different systems. This will take at least 3 months to implement, will be very expensive, and will still be more difficult for your staff than a single all-in-one platform. Your team may forget which system to use for which part of their job, and managers will need to combine data from multiple sources to get full visibility.
Option 2: You can use a generic all-in-one solution for project management that isn’t specifically tailored to your needs as an accounting firm. This might work but you will likely run into features that just don’t quite work for your needs, and have to come up with workarounds for each of them.
Option 3: You can use Firm360 All-In-One Practice Management Solution to handle all of these use cases in a single, integrated platform, saving your team a ton of wasted time and effort.
Hundreds of people are using Firm360 everyday to manage their practice and streamline their workflows. They have achieved fantastic results in terms of increased productivity and reduction in wasted non-billable hours. Here are some quotes we have received recently from our users:
Banks, Gray and Crumpler was able to increase their average staff output by 25%, measured after being on the platform for 90 days.
Amanda at Moore & Spivey, CPA saw huge amounts of time savings after the first 30 days on the platform and said “Firm360 seemed to accomplish all of our objectives with one product – it literally streamlined everything from document management, portals, staff management, and invoicing.”
Janet at Peerless CFO Services is very happy with their decision to move to Firm360. She said “We never imagined getting such wonderful support help when we signed up with Firm360, but it has been a blessing for sure!”
Here’s what is going to happen when you move to Firm360:
You will streamline your processes and save your team an average of 10 hours a week.
You will regain visibility and control of your firm and reduce your stress levels.
You will finally have a handle on behind schedule projects and missed deadlines.
You can forget about spending hours and hours each month billing your clients.
You will find the work/life balance you long for.
You will feel empowered, confident, and motivated.
Feature 1: Project Management
Before, when you wanted to figure out what your team was working on, you would have to email everyone, build up a spreadsheet, and have regular meetings to get status updates from each person.
But now, you can use our simple Project Management features and this information is always visible and right at your fingertips.
A 10 person firm can easily spend $5,000 a year on a solution to this problem, and not get the same results.
Look how easy it is:
Feature 2: Time and Billing
Before, your staff had to go into a separate system to track their time. It was clunky, and they often forget to enter time throughout the day and just throw in some guesses the next morning for what they worked on.
But now, they can quickly and easily track their time as they are doing the work saving them time and increasing the accuracy of your data. In addition, you can quickly and easily review the time and generate the invoices in a fraction of the time.
A decent time tracking system can cost you another $3,000 per year.
Feature 3: Document Management
Before, you probably stored and located client documents in one system, then had to transfer them to a second system to get the clients to sign them, and a third system to deliver them to a client portal.
But now, with our Document Management solution, you can accomplish all this in a few clicks without leaving your primary practice management system. This saves your team time and prevents human error.
A document management system and client portal solution will easily cost you another $5,000 a year, and working between the 3 systems will always be a pain point.
Look how smooth it can be with Firm360:
Now if you wanted to get the job done before by using multiple different tools it would cost a 10 person firm $25,000 or more.
Firm360 is a fraction of that. Here’s what you get:
We take customer service extremely seriously. We want to make sure you are successful.
We are only taking on 20 new customers each month to make sure that we can give you all the attention that you need.
So make sure you grab your spot before we fill up.
Of course we back everything up with a risk free 45 day money back guarantee.
Meaning if we don’t deliver on our promises, you don’t pay a dime.
So let’s summarize this offer:
We only take on 20 new customers each month, so act now to make sure you grab your spot before we fill up.
Everything is backed by a risk free 45 day money back guarantee.
All you need to do is Book a Call now to get started now.
Firm360 is a relatively new company. How do I know I can trust you?
We have hundreds of people in the accounting industry who use our software every day to run their firms. We have been building software products for various industries for over 15 years. We have a lot of great customer case studies you can read to see how our existing users feel. We have a 45 day guarantee so if after all that you don’t like us there is still not much risk.
How do I know that my data is secure?
We take security very seriously. We follow all the best practices for data security and have deep experience in that area. All data is encrypted and we provide two factor authentication for logging into the platform. Our platform is hosted by Amazon on the same servers that run all of their systems as well as most other software on the internet these days.
We have achieved a CSA STAR Level 1 security assessment. This compares our platform against industry best practices.
You can read more about of security and back procedures here: https://www.myfirm360.com/security
If I decide to leave, can I get my data out?
We own the platform, you own the data. Period. If for whatever reason you decide to leave Firm360, we can provide you with an export of your data and client documents upon request.
What is the onboarding process like, and how long does it take?
Once you decide to move forward, we will set up your firm on the platform within a day and you will receive an invite to activate your account, along with an invoice for the initial payment.
We will schedule your first kickoff call within 1-2 days. This will give your core team an overview of the platform, go in depth on the topics you need to get started. Then we will schedule 2-4 more weekly calls as needed for your team to get the most of the platform as we work through the various phases of the rollout.
We will walk you through exporting your client list in a format that can be imported into Firm360 and usually have that completed before your first call, so the training calls are with your actual data.
Can I migrate my existing client data?
Yes. Within the first couple of days we will walk you through exporting your client data from your current system in a format that can be imported into Firm360.
Do you have any customers my size?
Yes. We probably have customers your size. We have everything from 1 employee solo firms up to some pretty large firms. We can point you to a case study based on the size of your firm after the demo if desired.