MBE CPAs’ Growth with PracticeERP
MBE CPAs is an innovative accounting firm committed to delivering top-tier client services. However, rapid growth exposed limitations in their legacy systems, which lacked integration and visibility, leading to inefficiencies. Seeking a scalable, modern solution, MBE CPAs partnered with PracticeERP to leverage the full potential of NetSuite ERP. The collaboration delivered transformative improvements in billing, reporting, and operational efficiency.
| Company | Annual Revenue |
|---|---|
| MBE CPAs | More than $20 million |
| Location | Employees |
| Baraboo, Wisconsin | 51 - 200 |
| Industry | NetSuite Modules Deployed |
| Accounting | NetSuite ERP system |
Return on Investment
| Billing Time Per Client | Reduced from 3 hours to 1 hour (66% improvement) |
| Reporting Efficiency | Transitioned from monthly manual reports to automated, real-time insights (100% increase in reporting speed) |
| Employee Productivity | Improved workflows via system integration (Approx. 30% efficiency boost) |
| Client Satisfaction | Improved feedback and measurable satisfaction scores (Estimated 25% improvement) |
| System Scalability | Legacy limitations replaced with scalable ERP infrastructure (Future-proofed growth) |
| Time Savings During Tax Season | Saved 4–5 hours weekly per user |
| Time Savings Off-Season | Saved 3–4 hours weekly per user |
Challenges and Solutions
MBE CPAs faced several pressing challenges:
- Inefficient Billing Processes
Before: Manual workflows led to delayed invoicing, reducing cash flow efficiency.
Solution: PracticeERP implemented automated billing processes, significantly reducing time spent per client. - Limited Reporting Capabilities
Before: Monthly, manually aggregated reports hindered timely decision-making.
Solution: PracticeERP introduced real-time dashboards, enabling data-driven strategies. - Disjointed Systems
Before: Lack of integration between systems created inefficiencies and data silos.
Solution: PracticeERP’s unified ERP solution streamlined workflows, improving collaboration and scalability. - Resource Management Challenges
Before: Inefficient scheduling impacted project completion and resource allocation.
Solution: Enhanced planning tools provided by PracticeERP optimized resource utilization.
Discover How PracticeERP Can Transform Your Business
Learn more about the tools and solutions that empowered MBE CPAs to scale efficiently.
| Challenges | PracticeERP Solutions |
|---|---|
| Manual workflows delaying billing | Automated billing and project tracking |
| Lack of financial reporting visibility | Custom dashboards for real-time insights |
| Disconnected systems affecting growth | Unified ERP solution for scalability |
| Inefficient resource scheduling | Comprehensive planning tools |
Implementation Journey
The journey to success with PracticeERP followed these key phases:
Discovery and Analysis
PracticeERP conducted a thorough evaluation of MBE CPAs’ workflows to identify critical pain points.Customization and Deployment
Tailored solutions were developed, including custom dashboards and automated workflows, ensuring alignment with MBE CPAs’ needs.Training and Support
PracticeERP provided comprehensive training and ongoing support, ensuring a smooth transition and continued optimization.
Results
The implementation of PracticeERP delivered measurable results:
| Key Metric | Before PracticeERP | After PracticeERP |
|---|---|---|
| Billing Time Per Client | 3 hours | 1 hour |
| Reporting Efficiency | Manual, monthly | Automated, real-time |
| Employee Productivity | Disconnected workflows | Enhanced by integration |
| Client Satisfaction | Inconsistent feedback | Measurable improvement |
| System Scalability | Limited by legacy tools | Scalable for growth |
Conclusion: Driving Growth with PracticeERP
The partnership between MBE CPAs and PracticeERP highlights the power of tailored ERP solutions in enabling growth, improving efficiency, and delivering superior client experiences. With PracticeERP, MBE CPAs is well-equipped to navigate the challenges of a competitive market while scaling its operations effectively.
