How Full Send Finance Grew by 150% In One Year with Financial Cents

Summary

Financial Cents tells how Full Send Finance grew by 150% in one year, from a team of two to a team of nine.

Full Send Finance gives growth-minded companies managed accounting, financial planning and analysis, and data services. It is led by Roman Villard, CPA, and COO Stacey Feldman, CPA, and the case study describes a firm that keeps improving by using the best technology for its clients.

As the firm grew past its first eight small clients, its general project tool, Teamwork, no longer fit. Stacey tried other accounting-specific tools, but found them too complex for a distributed team, and moved the practice to Financial Cents.

The story covers what changed: one dashboard that shows every client project and deadline, automated requests and reminders for client documents, and workflow templates that let team members cover for each other. Within a year, the team had grown from two people to nine.