How ProcStat Helped a CPA Firm Regain Control of Her Own Finances and Confidently Scale Client Delivery

This case study tells a story many CPA and advisory firms quietly relate to: Delivering excellent work for clients while struggling to maintain the same level of clarity and control internally. 

Our client, a U.S. based CPA firm known for high standards and strong client relationships, had seen its services evolve beyond traditional compliance into advanced tax planning and advisory. From the outside, the firm appeared to be thriving. Client demand was strong, work quality remained high, and relationships were solid. 

Behind the scenes, however, the firm’s internal financial operations hadn’t evolved at the same pace. Bookkeeping lacked structure, billing visibility was limited, and reconciliations were inconsistent. The data was there but it wasn’t connected, organized, or reliable enough to confidently answer basic questions about performance, cash flow, or capacity. 

As client workloads increased, small issues began stacking up. Transactions weren’t always categorized cleanly. Invoices were sent, but payment follow-ups weren’t always clear. Some payments raised questions, while others slipped through without immediate notice. Without a consistent review rhythm, these issues surfaced late often creating unnecessary stress and second-guessing. 

This case study walks through how ProcStat stepped in not just to “clean up the books,” but to rebuild the firm’s internal financial foundation. Structured processes, clear reconciliations, and regular review touchpoints restored visibility and control. 

What started as internal support quickly became something more. With clarity regained, confidence returned and growth followed in unexpected ways. 

The full case study dives into the challenges, the transformation, and the results, showing how fixing internal financial operations can unlock trust, delegation, and sustainable growth.