Overview
Manual billing and outdated systems were draining time and slowing collections at Wagner & Associates. Delayed payments disrupted cash flow, and paper-based processes created unnecessary friction. The firm needed a faster, more reliable approach to billing.
Wagner & Associates chose 8am™ CPACharge to modernize billing and accelerate collections. Automated recurring payments eliminated monthly manual entry, while tools like Quick Bill enabled clients to pay quickly through secure digital links.
With CPACharge, Wagner & Associates streamlined billing and improved payment turnaround. Automation reduced administrative strain, digital payments replaced most paper checks, and collections became faster and more predictable.
Shifted 85–95% of revenue to secure digital payments
Reduced tax-season receivables by more than 50%
Saved 2–3 hours per month through automated recurring billing
Accelerated client payments and minimized follow-ups
Freed up time to support firm growth and expansion into a second office
Before switching to CPACharge in 2022, Wagner & Associates relied on a legacy billing system that created more friction than flexibility. Recurring payments required manual entry each month, costing two to three hours of staff time and increasing the risk of errors.
Mistyped amounts, outdated payment details, and failed transactions led to follow-ups and unnecessary stress. During peak tax season, billing bottlenecks slowed operations and pulled the team away from client work.
The firm needed faster collections and a billing process that matched its modern accounting practice.
After adopting CPACharge, the firm quickly experienced a dramatic shift in how it handled payments and how much time it saved. Recurring payments are now automated with contracts finalized and renewed annually, eliminating monthly manual entry.
“We don’t have to do anything; it happens automatically,” says Patricia Wagner, CPA, founder, owner, and general partner of Wagner & Associates. “Saving us two to three hours of time was wonderful.”
The integration between CPACharge and SafeSend allows clients to pay through a single secure link before accessing their returns. “Clients don’t even need a swipe machine now,” she says. “They just tap their card or use SafeSend. It’s easy.”
Quick Bill became a go-to tool for the firm when clients overlooked their invoices. By sending a secure, branded payment link for a specific, pre-filled amount, the team makes it easy for clients to pay right away. What used to be a time-consuming chase is now a simple, one-step process.
Today, 85-95% of Wagner & Associates’ revenue flows through CPACharge, with eCheck and credit card payments nearly eliminating the need for check handling. “We don’t deal with checks anymore,” she says. “We used to have to take them to the bank weekly. Now, it’s maybe once every other week.”
The operational improvements didn’t just accelerate payments, they strengthened the firm’s ability to grow.
During tax season, receivables dropped from $130,000–$140,000 to roughly $50,000–$60,000. “Of the 70-some thousand that got invoiced, 55,000 of it is already in my bank,” Patricia shares.
The added efficiency supported expansion into a second office and gave Patricia more time to focus on growing the business.
“CPACharge has helped significantly,” Patricia says. “It freed up my time so I could grow the business.”
The results continue to speak for themselves:
For Wagner & Associates, CPACharge delivers what every busy firm needs: a reliable, automated solution that simply works.
“It’s simple, easy to use, and gives me peace of mind.”
With CPACharge, Wagner & Associates automated recurring billing, reduced receivables, and gained the breathing room to grow.
Ready to see how CPACharge could work for your firm? Book a demo today.