Thrivematics

Partner metadata

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      "description": "<p>Wells CPA is a rapidly growing accounting firm with more than a decade in business. As the firm expanded, their processes, knowledge, and project tracking lived primarily in the owner’s head and across seven different spreadsheets. This created bottlenecks, made training difficult, and limited the firm’s ability to scale and empower new leaders.</p><p><br>They had previously attempted to use <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> on their own but were unable to configure it to handle the complexity and nuances of an accounting practice. Their workflow required a customized solution aligned with their billing model, project structure, and internal processes.<br><br><strong>The Challenge</strong></p><p>Before partnering with Thrive Matics, Wells CPA struggled with:<br></p><ul><li><p><strong>Zero single source of truth</strong> for projects, clients, deliverables, and profitability</p></li><li><p><strong>Daily project review taking 30–45 minutes</strong>, slowing down leadership</p></li><li><p>A system that <strong>limited their ability to train new team members</strong></p></li><li><p><strong>Seven spreadsheets</strong> to manage billing, tracking, deliverables, and workflows</p></li><li><p>A recently purchased accounting platform that <strong>did not support their unique processes</strong></p></li><li><p>Prior hesitation with <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> due to failed self-implementation</p></li><li><p>No visibility into <strong>day-to-day profitability</strong>, only monthly retrospective insights<br></p></li></ul><p>The firm needed a scalable platform that captured their complex operations while creating clarity, ownership, and leadership opportunities across the team.<br><br><strong>Solution Implemented</strong></p><p>Thrive Matics built a customized end-to-end accounting operations system on <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, including:<br></p><ul><li><p><strong>Comprehensive project &amp; workflow management boards</strong> tailored to tax, bookkeeping, and advisory services</p></li><li><p>A <strong>unified “Client Motherboard”</strong> providing complete visibility into all activity and relationships across client accounts</p></li><li><p>Automated <strong>profitability tracking</strong>, giving real-time financial insights</p></li><li><p><strong>Custom billing workflows</strong> that match Wells CPA’s unique operating model</p></li><li><p>Fully centralized system replacing all 7 spreadsheets with one integrated solution</p></li><li><p>Training enablement and documentation to support new leadership development</p></li><li><p>Iterative, fast implementation without the six-week requirement-gathering delay of other consulting firms<br></p></li></ul><p><strong>Additional Tech Stack:</strong> <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Make.com\">Make.com</a> (integrations), Google Workspace<br><br><strong>Results &amp; Impact</strong><br></p><h3><strong>⬆ 90% Reduction in Daily Review Time</strong></h3><p>Project review went from <strong>30–45 minutes to 2–3 minutes</strong>, saving the owner more than <strong>20 hours per month</strong>.<br></p><h3><strong>⬆ 45% Increase in Team Productivity</strong></h3><p>By eliminating spreadsheets, centralizing workflows, and clarifying responsibility.<br></p><h3><strong>⬆ $65,000 Annual ROI</strong></h3><p>Through time savings, streamlined operations, reduced errors, and real-time profitability visibility.<br></p><h3><strong>⬆ Leadership Enablement</strong></h3><p>The system allowed Wells CPA to <strong>train new leaders</strong>, delegate effectively, and scale responsibilities that previously existed only in the owner’s head.<br></p><h3><strong>⬆ Real-time profitability insights</strong></h3><p>What used to be a 30-day delayed view is now accessible <strong>instantly</strong>, enabling proactive decisions rather than reactive ones.<br></p><h3><strong>⬆ Massive reduction in chaos &amp; errors</strong></h3><p>Everything now lives in a single, structured, automated platform—no more seven-spreadsheet juggling or disconnected tools.<br><br>We delivered a highly tailored <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a> system that transformed Wells CPA from spreadsheet-dependent and owner-bottlenecked to a scalable, automated, leadership-driven firm.<br>Our focus included <strong>solution architecture, workflow automation, profitability tracking, tailored billing processes, and full team enablement</strong>.</p>",
      "price": null,
      "priceCurrency": "USD",
      "published": true,
      "order": 0,
      "mondayProducts": [
        "MONDAY_WORK_MANAGEMENT"
      ],
      "createdAt": "2026-01-16T10:24:04.082Z",
      "updatedAt": "2026-01-16T10:25:44.400Z",
      "industries": [
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          "name": "Professional Services / Agency"
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      "services": [
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          "id": "52a46142-7f71-4d69-9770-9aea043980a9",
          "name": "Setup & Configuration",
          "description": "Full setup of monday.com, tailored by experts to your unique business needs."
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          "id": "045b33ae-2f4a-42f1-b508-129895d0bd75",
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          "description": "Connect monday.com with your existing tools and third-party applications."
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          "id": "dace6a06-c21d-4e98-853a-70c656dcad4c",
          "name": "Automations",
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        {
          "id": "dc4061d3-57a0-4b07-a499-4849e44ff234",
          "name": "Strategy & Planning",
          "description": "Strategic consulting and planning to optimize your processes."
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        {
          "id": "fb316229-792d-4dac-9239-437dc8fc6b7d",
          "name": "Training & Enablement",
          "description": "Comprehensive programs and guidance to ensure your team adopts monday.com effectively."
        }
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          "useCaseId": "c5e743d4-4619-4254-aa18-9c985d4269d1",
          "quote": "“Where we’re at today is light-years ahead of where I even imagined we would be.\nThe level of engagement, communication, and desire to understand our business was off the charts.\nWe reduced our daily review from 45 minutes to 2 minutes. It was a great investment-no hesitation.”\nDonald Wells - President & Owner, Wells CPA\n\n“I had spreadsheets managing everything. Now everything is in Monday, all in one space. It’s beautiful.”\nGina Rice - Project Lead, Wells CPA",
          "clientName": " Donald Wells",
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  "rating": 5,
  "numOfProjects": 21,
  "projectsTimeframeMonths": 12
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