How Patrick Accounting Improved Proposal Delivery Time by 75% with Qount

Company Profile

Founded in 2003, Patrick Accounting helps business owners and HR teams operate more efficiently by improving back-office processes and leveraging modern technology.

What began as a local firm in the greater Memphis area has grown into a nationwide practice serving clients across the U.S. As the firm scaled, maintaining efficiency, consistency, and visibility across operations became critical to sustaining growth.

The Challenge: Fragmented Systems and Operational Blind Spots

As Patrick Accounting expanded, its internal processes struggled to keep pace.

Key workflows—especially proposal creation and client onboarding—were fragmented across multiple tools and manual steps. Teams were required to input the same data multiple times, moving between systems to complete a single process.

Key Challenges:

• Proposal creation required duplicating data across systems
• Manual workflows created delays and inefficiencies
• Limited visibility into work status and client communication
• Disconnected tools made it difficult to maintain consistency across teams

Proposal creation became a major bottleneck. What should have been a streamlined process often took 2–3 hours per new client, requiring multiple handoffs between sales and operations.

At the same time, leadership lacked a centralized view of the firm’s operations. With multiple systems in place, it was difficult to track engagement progress, monitor communication, or ensure alignment across a growing team.

As Matthew Patrick, Founder of Patrick Accounting, explains:

“We were constantly chasing data across different systems.”  

The Solution: Connecting Workflows from Proposal to Delivery

With Qount, Patrick Accounting replaced fragmented processes with a single, unified system.

Proposal creation, client data, and onboarding workflows are now connected from the start. Instead of re-entering information across tools, everything flows from a single source of truth, accessible to both sales and accounting teams.

This eliminated duplication and significantly reduced the time required to onboard new clients.

Qount also introduced automation into key steps of the process. Once a proposal is created, workflows and onboarding actions can be triggered automatically, ensuring consistency and reducing manual effort.

Beyond proposals, the firm gained a centralized view of all work:

• Track progress across engagements
• Manage both statutory and non-statutory work
• Maintain visibility into client communication

This shift brought structure, consistency, and control to day-to-day operations across the entire firm.

The Results: Efficiency, Visibility, and Time Back

With Qount in place, the changes quickly showed up in how the firm operates day to day: less time spent on manual work, clearer visibility across teams, and a more consistent way of delivering work.

75% Faster Proposal Delivery

Proposal turnaround time dropped from 2–3 hours to ~30 minutes per client, dramatically improving speed and efficiency.

Hours Recovered Every Week

Sales reps now save 3–4 hours per week, allowing them to focus more on client engagement instead of administrative tasks.

Full Visibility Across the Firm

All work, communication, and progress tracking now live in one place, giving leadership greater control and insight into operations.

Simplified Operations

By reducing tool sprawl and manual handoffs, the firm achieved a more consistent and scalable delivery process.

Looking Ahead

With Qount as its operational backbone, Patrick Accounting is positioned to scale more efficiently, maintaining visibility, consistency, and control as the firm continues to grow.