55%

Reduction in client followups required to close the books

0

Spreadsheets Monthend now uses to deliver 5-star client service

80+

Monthly hours saved on client requests

1

Communication mediums clients use with Monthend. Controllr!

55%

Reduction in client followups required to close the books

0

Spreadsheets Monthend now uses to deliver 5-star client service

80+

Monthly hours saved on client requests

1

Communication mediums clients use with Monthend. Controllr!

55%

Reduction in client followups required to close the books

0

Spreadsheets Monthend now uses to deliver 5-star client service

80+

Monthly hours saved on client requests

1

Communication mediums clients use with Monthend. Controllr!

Our margins and client satisfaction scores are as high as they've ever been.

As Monthend scaled our accounting operations, one persistent challenge grew alongside it: managing hundreds of unspecified or suspense transactions across over 100 clients. What started as a manageable workaround had evolved into 157 separate spreadsheets, fragmented client communication, and manual updates back into QuickBooks Online.

By implementing Controllr, Monthend replaced spreadsheet sprawl with a single, centralized hub for unresolved transactions. The result was a streamlined workflow that unified internal teams and clients, accelerated resolution times, and automatically published updates directly to Quickbooks…turning the most painful part of month-end close into a scalable, repeatable process.

Compressed image

Peter Olejniczak, CCIFP

Practice Director, Monthend

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