Our firm is extremely grateful for our partnership with the entire team, and we look forward to continuing the journey together.
In 2018, our firm began the arduous process of overcoming financial and accounting deficits borne from rapid growth of our medium-sized law firm. While we knew changes were necessary, we had no idea how or where to start.
Our relationship with Tronconi Segarra & Associates began as a complete top-down assessment to be used as a roadmap for implementing and measuring change. Their Client Accounting Services (CAS) team (now called SingleSource Accounting) worked hand-in-hand with our staff to review the accounting department’s procedures, processes, and systems. They then presented an assessment and plan of action to our Partners, broken down into phases, prioritization and deliverables for each phase. The CAS team worked closely with our staff during each aspect of our transition to ensure success. Having a full-service team of specialists readily available to plug into our firm or advise on specific scenarios was a tremendous value-add. Very quickly we were rebuilding our chart of accounts, creating better integration between our systems and QuickBooks, and identifying and improving inefficient processes.
When the pandemic hit in March 2020, Tronconi Segarra & Associates was fantastic. Their COVID team, resources and webinars were crucial in us surviving 2020 and the PPP loan application and forgiveness processes. Their tax team has been a tremendous resource to our firm and Partners in helping them navigate through the ever-changing rules surrounding the unprecedented legislation and tax implications from a business and personal perspective.
We leveraged their outsourced CFO services in order to remain agile during this disruption. They worked with us to build out detailed forecasting models and consistent reporting for our firm to better react in real-time to the challenges presented throughout COVID.
Our firm is extremely grateful for our partnership with the entire Tronconi Segarra & Associates team. Their knowledge, guidance, and experience have been crucial to our transformation, and we look forward to continuing the journey together.
Our relationship with Tronconi Segarra & Associates began as a complete top-down assessment to be used as a roadmap for implementing and measuring change. Their Client Accounting Services (CAS) team (now called SingleSource Accounting) worked hand-in-hand with our staff to review the accounting department’s procedures, processes, and systems. They then presented an assessment and plan of action to our Partners, broken down into phases, prioritization and deliverables for each phase. The CAS team worked closely with our staff during each aspect of our transition to ensure success. Having a full-service team of specialists readily available to plug into our firm or advise on specific scenarios was a tremendous value-add. Very quickly we were rebuilding our chart of accounts, creating better integration between our systems and QuickBooks, and identifying and improving inefficient processes.
When the pandemic hit in March 2020, Tronconi Segarra & Associates was fantastic. Their COVID team, resources and webinars were crucial in us surviving 2020 and the PPP loan application and forgiveness processes. Their tax team has been a tremendous resource to our firm and Partners in helping them navigate through the ever-changing rules surrounding the unprecedented legislation and tax implications from a business and personal perspective.
We leveraged their outsourced CFO services in order to remain agile during this disruption. They worked with us to build out detailed forecasting models and consistent reporting for our firm to better react in real-time to the challenges presented throughout COVID.
Our firm is extremely grateful for our partnership with the entire Tronconi Segarra & Associates team. Their knowledge, guidance, and experience have been crucial to our transformation, and we look forward to continuing the journey together.
