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Edelstein Delivers Superior Client Experience With Anduin

By: PRLog

Top-ranked Boston-based CPA firm utilizes the Intelligence-Based Billing platform to enhance,
simplify, and streamline the billing and payment experience for firm clients

CHARLOTTE, N.C. - Nov. 15, 2021 - PRLog -- Anduin, a leading technology company helping accounting firms streamline their work-to-cash cycle and practice management operations with artificial intelligence (AI), today announces that the company is helping Edelstein, a top ranked Boston-based CPA firm, revolutionize their client billing and payment experience and improve internal accounts receivable operations for firm executives and staff.

As a fast-growing and client-centric firm, Edelstein sought to deliver a superior and modern digital payment experience for clients consistent with the firm's long-standing reputation for delivering forward-thinking, high-caliber services. The firm also sought to eliminate internal operational inefficiencies in the work-to-cash cycle with the goal of enriching the at-work experience for partners and staff.

Beyond the superior client experience and time-savings for firm executive and staff, Anduin's
platform is delivering a compelling financial ROI for the firm:

  • 2x increase in YOY online payments
  • 27% invoices paid within one week
  • 4.5x increase in credit card payments

Said Edelstein's Chief Operating Officer, Michelle Walsh, "Anduin's software has been instrumental in helping us evaluate, track, and improve our cash flow. Not only have they provided us with a superior customer experience, but it has enabled us to provide our clients with one too."

Said Anduin's CEO, Justin Adams: "When CPA firms can unlock data from their legacy PM systems with Anduin's platform and power a progressive digital payment experience for their clients, they gain new insights that can accelerate firm growth and delight their clients. It's an absolute win-win scenario. Edelstein is a prime example of a firm that is consciously prioritizing the client and staff experience in the billing process, and reaping the reputational and financial rewards. My team and I here at Anduin are thrilled to help contribute to their success."

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About Anduin

Anduin helps leading accounting firms automate and improve time-consuming work-to-cash cycle tasks and practice management processes, resulting in faster cash flow, higher productivity, and delighted clients. With Anduin's Intelligence-Based Billing™ platform, high value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their license. Benefits of Anduin to accounting firms: partners can save time, bill faster, and shed administrative headaches; finance leaders can reduce days-in-AR, speed up client payments, and smooth out cash flow; executives can better protect financial health with predictive insights and controls, and improve their firm reputation by offering clients best-in-class experiences.

About Edelstein
We are Edelstein & Company LLP. A firm that values its people, its clients and its community. As a CPA firm based in downtown Boston, MA, with a second office in Burlington, MA, we provide accounting, tax, business consulting, and financial planning services to individuals and businesses. From our founding in 1968, we have served clients in a wide variety of industries, including Professional Services, Healthcare, Not-for-Profit, Construction, Private Equity, Manufacturing, Real Estate and Retail/Wholesale.

Edelstein Company LLP was ranked as the 15th largest accounting firm in Massachusetts in the Boston Business Journal's 2021 Book of Lists. We were also recognized as a Top 200 Firm in America by Inside Public Accounting, Forbes' Best Tax and Accounting Firms in America for 2021, Healthcare Tech Outlook's Top 10 Medical Practice Management Consulting Services Company, and as a Top 5 Firm in the following categories by Massachusetts Lawyer's Weekly: Appraisal Services, Risk Advisors, Litigation Support Services, Transaction Advisory, Management Consulting, Experts, Accounting, Forensic Accounting, and Risk Management.

At Edelstein, we're not all bar charts and balance sheets. We're curious, involved, and engaged. We're devoted to a client and employee experience that revolves around personal and business goals, not around formulas and ratios.


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