CASE STUDY
Real Stories from CPA Firms and Tax Professionals
See how accounting firms, bookkeepers, and tax professionals scaled their practice by hosting QuickBooks, Sage, and tax software with Sagenext.
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Real, verified client stories — not handpicked quotes.
The New Golden Era LLC
The New Golden Era LLC has relied on QuickBooks Desktop for approximately 16 years to manage its accounting operations. When the company encountered an unexpected printing issue while using QuickBooks on its hosted server, Sagenext's technical support team stepped in to identify the underlying problem and restore normal printing functionality.
Goelzer Envelope
Goelzer Envelope has been using Sage 50 Accounting for approximately eight years to support its accounting operations. The company has relied on Sage 50 since 2018 and uses a hosted server environment to access its accounting application.
Clayton and Associates
Clayton and Associates is a boutique CPA firm led by Rob Clayton, CPA, Owner and President. The firm specializes in outsourced Chief Financial Officer services for small businesses — giving owners access to senior-level financial guidance and QuickBooks-based reporting without the cost of a full-time in-house CFO.
Hudak & Company
Hudak & Company (Hudak & Co., LLC) is a small business accounting, tax, payroll, and consulting firm based in Camp Hill, Pennsylvania, with offices serving the greater Harrisburg area. Founded by Warren Hudak, an Enrolled Agent and Penn State University accounting graduate, the firm was built to bring a strategic, advisory-level perspective to the accounting relationship rather than a purely transactional one.
KB Accounting & Tax Services, Inc.
KB Accounting & Tax Services, Inc. is a Phoenix, Arizona-based accounting and tax firm founded in 2011 by Bipin Bhatt, who serves as President. The firm provides a nationwide range of services, including accounting and bookkeeping, QuickBooks support, payroll processing, tax payment and filing services, and new business formation assistance — serving corporations, trusts, and individual taxpayers alike.
Sawyer CPAs & Advisors, PA
Sawyer CPAs & Advisors, PA is a CPA firm based in Fort Lauderdale, Florida, founded in 1980 by Tom Sawyer, Sr. In 1998, Tom Sawyer II succeeded his father and continues to lead the firm today. Sawyer CPAs & Advisors focuses specifically on small business clients, offering accounting, payroll, and tax services alongside proactive tax planning designed to find missed deductions and planning opportunities rather than…
VXL Services Case Study
Managing accounting and tax applications across multiple locations can quickly become challenging without the right IT infrastructure. As VXL Services expanded its operations, the firm needed a secure, reliable, and scalable cloud environment that would enable employees to work efficiently from anywhere while protecting sensitive client data.
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