In this interview, we speak with David Bradsher, the leader of Bay Business Group LLC, a 31-person accounting firm that serves 150 small businesses and non-profits across the country. David shares his firm's journey with Firm360, a cloud-based practice management software that has transformed their operations since August 2022.

Prior to adopting Firm360, David's firm juggled multiple systems including a homegrown CRM built on Quick Base and various spreadsheets. Their primary goal was to replace their outdated document management system and create a single source of truth for all client information. Firm360 not only met this need but exceeded expectations by successfully consolidating data from multiple systems into one cohesive platform.

David highlights how Firm360 has improved visibility into client relationships and project statuses, allowing him to stay informed without being involved in day-to-day client interactions. He praises the software's ability to function as a comprehensive CRM from day one, enhancing communication throughout the firm.The implementation process was smooth, thanks to great support from the Firm360 team. David emphasizes the importance of having an internal champion to lead the adoption and recommends that firms considering Firm360 should emphasize the benefits to their team to ensure successful integration.

One aspect David particularly appreciates is Firm360's openness to feedback and their willingness to make changes or additions to the software based on user needs. This collaborative approach has made David's firm feel like they're part of the Firm360 team.