“Sometimes, when you work with a vendor, the process can be just as difficult as the work, but they make both so easy, and it’s really simplified our accounting process.” – Jake Kaiser, General Manager, W.Bradford
The Problem
W.Bradford is a full-service B2B marketing firm out of Cincinnati. And they’re good at what they do, serving clients across dozens of industries domestically and worldwide.
The trouble was, the back office keeping it all running was stretched thin.
Before indinero, W.Bradford’s finances were reactive. Accounts receivable ran overdue, cash flow was inconsistent and hard to predict, and there was no clear picture of how this month’s efforts will take them where they want to be a year from now.
They needed visibility into their finances, help setting clear goals for how they can improve, and a partner who can help them grow without adding headcount to do it.
The Solution
We stepped in as a full-stack financial partner, not a piecemeal service.
From the first engagement, W.Bradford had a single point of contact coordinating across the full bench: payroll, accounting oversight, accounts receivable, fractional CFO support, and more.
No single in-house hire could handle all of the finance support they needed. But we could.
Monthly meetings covered finances at a high level, giving leadership a consistent rhythm for updates, goal setting, and decision-making.
Day-to-day, we process payroll and provide regular AR summaries so they can get paid on time without chasing invoices.
And across all of it, our team is reachable and proactive. When Kaiser has a question between meetings, he doesn’t have to track down three different vendors. There’s a single person who has the full picture.
The Impact
Results show up where it counts. Margins, and the day-to-day experience of running the business.
“We’ve improved our margins on a consistent basis, mainly from being smarter about expenses and understanding what revenue we need on a monthly basis. Our AR is consistently on track now, allowing us to have more consistent cash flow. And I’m impressed by how easy they made this whole process for us.” – Jake Kaiser
Why Did It Work Out So Well?
If you read between the lines, Jake wrote something pretty telling in his review. When asked about our project management, and whether we deliver on time, he said:
“They’re extremely responsive, but we don’t have much need to reach out to them outside of scheduled meetings. They meet those deadlines and meeting times as expected…”
Accountants are notorious for leaving messages unanswered (especially during tax season). Right? It’s why we guarantee 24 hour response times in all client communications, and it’s why Clutch cared to ask the question in the first place.
But Jake felt more or less settled with just the regularly scheduled monthly meetings.
Why is that? How is that?
It’s because indinero is built around a premise: finance works better when it operates as a unified whole.
From the client’s perspective, everything runs through a single point of contact who actually knows their business. But behind that contact is a bench of more than 125 accountants, bookkeepers, CFOs, and financial experts with experience across every vertical you can think of.
We prepare and do the work “off-camera” so that, when it’s show time and we sit down with a client or business owner or C-Suite executive, we’re ready. Jake didn’t have much need to reach out in between regularly scheduled meetings because the meeting settled what we had to work on.
When the time is right, reach out for a free consultation.
We’ll handle the numbers. You focus on growth.
