Templeton + PracticePro 365

How Internal Innovation and Platform Integration Transformed a Growing Accounting Firm

Overview

Templeton Advisors, an 80-employee accounting firm in Florida, struggled with disconnected practice management systems that couldn’t provide real-time data or accountability.

The Challenge

For years, Templeton Advisors relied on a patchwork approach to practice management. Time and project data were captured in a Microsoft Access database, then periodically transferred into Microsoft SL’s project accounting system for billing and recordkeeping.

The Solution

After years of development, they launched PracticePro 365 in 2019, a fully integrated practice management solution built on Microsoft Dynamics that transformed their operations.

"PracticePro 365 is the backbone of our firm and the key to helping drive our growth and profitability."

— Leadership, Templeton Advisors

Results

  • Double-digit annual revenue growth
  • Recognition as a “Best of the Best” firm for three consecutive years
  • Reduced operational complexity
  • Scalable platform that positioned them as industry innovators.
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MGO + PracticePro 365