With Cover, Parish CPAs + Enterprise Advisors has constructed a workflow that retains everybody aligned, whether or not they’re within the workplace, distant, or abroad. The staff makes use of customized activity templates to standardize processes like month-to-month bookkeeping and tax prep, whereas real-time activity standing monitoring and the exercise log give management visibility into progress with out the necessity for fixed check-ins. 

Profile

Based in late 2022 by Jeromy Bourque, CPA, and run alongside his spouse, Emily Bourque, Director of Operations, Parish CPAs + Enterprise Advisors (formally Jeromy T. Bourque, CPA) is a contemporary, cloud-based accounting agency based mostly in Lafayette, Louisiana. The agency focuses on tax planning, bookkeeping, and fractional CFO providers for service-based companies and actual property buyers.

What units the agency aside is its steadiness of tech ahead techniques and a deeply human strategy to service and effectivity. In just some years, the agency has grown to a staff of eight in-office staff, plus a hybrid CPA and one offshore contractor. 

With shoppers in almost each U.S. state, they’ve constructed a scalable operation that serves a youthful, tech-savvy demographic who anticipate seamless digital service.

Parish CPAs + Enterprise  Advisors has used Cover to simplify workflows, centralize consumer communication, and automate time-consuming duties. By totally leveraging Cover’s instruments, Jeromy and Emily have created a lean, responsive agency that punches far above its weight.

Drawback

Earlier than implementing Cover, Jeromy and his staff have been slowed down by guide, inefficient processes that drained invaluable time, particularly throughout tax season. As a substitute of specializing in high-level advisory work, the staff was caught in admin mode.

Pre-Cover: 

Time misplaced to electronic mail chaos: Throughout tax season, Jeromy was spending the vast majority of his day forwarding consumer emails—attachments, questions, updates—to his staff. It wasn’t scalable, and it wasn’t how he needed to spend his time.

No centralized system: Like many companies, Jeromy and his staff have been juggling a number of platforms for communication, doc sharing, and activity monitoring. With no unified system, the staff needed to work additional laborious to remain environment friendly and ship constant service.

Shoppers wanted a greater expertise: Jeromy needed a contemporary, mobile-friendly approach for shoppers to work together with the agency, particularly his youthful, tech-savvy shoppers. If the consumer portal wasn’t intuitive, they wouldn’t use it, and the staff can be again to chasing paperwork manually.

Jeromy did his homework. He in contrast Cover, Karbon, and TaxDome, however in the end selected Cover for one key cause: a consumer portal that really labored. It was clear, simple to make use of, and constructed to cut back friction for shoppers and employees alike.

Answer

When Jeromy launched his agency, he and his spouse Emily had a one-week-old child at house.

He didn’t simply want apply administration software program; he wanted a system that would assist him steadiness being a brand new enterprise proprietor and a brand new dad, with out sacrificing consumer service.

With 15 years of accounting expertise, Jeromy knew what he needed to do otherwise this time round. He additionally knew that the proper platform might assist him construct a wiser, extra environment friendly agency from day one.

With Cover, Parish CPAs + Enterprise Advisors gained:

• An all-in-one workflow hub: Jeromy’s staff now manages duties, tracks progress, and centralizes consumer communication in Cover. There’s no extra bouncing between instruments or digging via electronic mail threads.
• Automated consumer requests: Cover handles doc reminders and follow-ups mechanically. As quickly as a activity is created, the associated consumer request is already underway, which saves time and cuts down on delays.
• A real associate in development: From time monitoring to engagements, plus a responsive help staff, Cover has develop into extra than simply software program; it’s a platform that grows with them.

“We really feel assured utilizing Cover as a result of when one thing’s irritating or not working proper, help really helps. Our rep has been nice—fast to reply and connects us with the proper individuals. That lets us reassure our shoppers, too.” – Emily Bourque, Operations Supervisor

End result

120 hours saved per staff member

By eliminating electronic mail forwarding and automating consumer requests, Parish CPAs + Enterprise Advisors has reclaimed severe time. Every staff member now saves over three weeks of labor yearly, time they’ll reinvest in serving extra shoppers and delivering higher-value work.

“On a per-person common, I would must say not less than three weeks of time. That is the time we’re capable of save and spend on extra shoppers and extra personalized service.” – Jeromy Bourque, CPA, Proprietor

Nationwide development

Because of Cover’s totally digital consumer expertise, Jeromy’s agency isn’t restricted by geography. As a result of shoppers don’t must drop off paperwork or schedule in-person conferences, the agency is ready to service shoppers in almost each state, and the agency doesn’t waste time scanning, mailing, or chasing paperwork.

“Cover lets us work with shoppers in different states with out ever assembly in particular person. The whole lot’s digital, which helps us join with youthful shoppers who anticipate cell apps, simple uploads, and a contemporary expertise.”

– Emily Bourque, Operations Supervisor

Stronger staff collaboration

With Cover, Parish CPAs + Enterprise Advisors has constructed a workflow that retains everybody aligned, whether or not they’re within the workplace, distant, or abroad. The staff makes use of customized activity templates to standardize processes like month-to-month bookkeeping and tax prep, whereas real-time activity standing monitoring and the exercise log give management visibility into progress with out the necessity for fixed check-ins. 

Centralized file storage and consumer communication make it simple for anybody, whether or not it’s Emily in operations or an offshore contractor, to shortly entry the knowledge they want, reply to consumer questions, and maintain work transferring ahead.

“It helps me be capable to see everybody’s standing and reply questions for shoppers regardless of who’s engaged on the mission… now we have this sort of documentation that we saved via Cover.” -Jeromy Bourque, CPA, Proprietor

The appropriate shoppers solely

With a completely booked roster, Jeromy isn’t scrambling for enterprise; he’s curating it. Because of the time saved via automation and streamlined operations in Cover, Jeromy and his staff may be selective about who the agency works with. If a potential consumer resists utilizing the portal, insists on paper paperwork, or doesn’t align with their digital-first mannequin, they merely say no. As a substitute, they give attention to serving tech-forward, growth-minded companies that worth effectivity and digital collaboration.

This intentional consumer filtering has helped the agency construct a loyal, ultimate consumer base that values the identical issues they do: responsiveness, expertise, and transparency.

“When you don’t adapt to new expertise—whether or not it’s AI, cloud instruments, or anything—you received’t survive. Being smaller lets us transfer quick, make modifications, and keep forward of the curve. That’s a giant benefit over legacy companies caught in clunky techniques like Thomson Reuters or CCH, the place nothing ever evolves. Cover’s flexibility helps us stand out.”

– Jeromy Bourque, CPA, Proprietor