CASE
CASE is a CPA-led boutique consultancy that implements and administers cloud accounting systems on Salesforce/FinancialForce, Xero, and QuickBooks Online for SMB and mid-market companies across the United States. It generates revenue through implementation projects and recurring accounting administration retainers via partner channel relationships.
- Company typePrivate
- Founded2012
- HeadquartersSolana Beach, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CASE does
CASE (Cloud Applications & Accounting Services For Enterprises) is a CPA-led boutique consultancy specializing in the implementation, customization, and ongoing administration of cloud accounting systems built on the Salesforce/force.com platform. The firm delivers professional services around FinancialForce ERP/PSA, Salesforce CRM, Xero, and QuickBooks Online, and maintains a partnership ecosystem that includes Xero (Bronze tier), FinancialForce, Conga, Breadwinner, Chikpea, and Astrea IT. Its core capability is bridging traditional CPA expertise with cloud-platform implementation skills, a combination the firm has cultivated since its FinancialForce partnership work began in 2009 and that formalized with the company's incorporation around 2012.
The firm's service mix combines project-based implementation work with recurring monthly accounting administration retainers, pricing on a quote basis per engagement. Customers are SMB to mid-market companies seeking to migrate or operate accounting and ERP functions on cloud-native platforms, with stated verticals spanning consulting, software/SaaS, nonprofit, manufacturing, retail/eCommerce, professional services, and staffing. Headcount is reported in the 11-50 range across Solana Beach and San Diego, California offices.
Operationally, CASE operates as a private partnership with no external funding disclosed. Its digital footprint is minimal — the most recent website blog content dates to April 2015 — and there is no public evidence of acquisitions, new product launches, geographic expansion, or senior leadership changes since the mid-2010s. The business model is fundamentally services-led and relationship-driven rather than product-led, positioning CASE as a regional implementation partner within larger platform vendor ecosystems rather than as an independent software vendor.
CASE firmographics
Firmographics- Name
- CASE
- Legal name
- Cloud Applications & Accounting Services For Enterprises
- Website
- https://cloudaccountings4e.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CASE is a CPA-led boutique consultancy that implements and administers cloud accounting systems on Salesforce/FinancialForce, Xero, and QuickBooks Online for SMB and mid-market companies across the United States. It generates revenue through implementation projects and recurring accounting administration retainers via partner channel relationships.
- Ownership category
- akta.pro rank
CASE industry classification
Industry- Product category
- Cloud Accounting Implementation Services
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)
Keywords
Where CASE is headquartered
LocationHeadquarters
- HQ city
- Solana Beach
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
CASE business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Consulting and Implementation Services: CASE generates revenue by providing consulting, implementation, configuration, customization, and training services for cloud accounting platforms including FinancialForce, Xero, QuickBooks Online, Salesforce, and Chikpea. Services are delivered on a contract basis (monthly, quarterly, or annual engagements).
- Ongoing Accounting Administration: CASE offers trained accountants to supplement client accounting staff on a recurring contract basis, handling transaction processing, month-end close tasks, reconciliations, and reporting. Revenue is recurring based on contract cadence.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Bronze Support Package |
| Subscription | Monthly | Silver Support Package |
| Subscription | Monthly | Gold Support Package |
| Subscription | Monthly | Standard Accounting Services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
CASE product offering
Product offeringCore offering
CASE provides consulting, implementation, configuration, customization, conversion, training, and ongoing accounting administration services for cloud-based accounting applications that integrate with the Salesforce.com/force.com platform. Core platforms supported include FinancialForce, Xero, QuickBooks Online, Salesforce CRM, and Chikpea, delivered as standalone implementations or combined into integrated ERP-type solutions.
Product overview
CASE (Cloud Applications & Accounting Services for Enterprises) is a solutions-driven team of CPAs and financial professionals offering consulting and implementation services for cloud-based accounting applications that integrate with Salesforce.com. The core offering consists of five interconnected service areas: FinancialForce.com (a 100% native Salesforce ERP accounting solution), Xero (cloud accounting for SMBs with Salesforce integration), Quickbooks Online (with Salesforce sync via Breadwinner), Salesforce/force.com implementation and customization, and Chikpea (native Salesforce order-to-billing application). These products are offered as standalone implementations or combined to create integrated ERP-type solutions. CASE provides end-to-end services including evaluation, configuration, deployment, training, and ongoing accounting administration across all platforms.
Differentiator
Problem solved
Functional benefit
Products and services
- FinancialForce Implementation and Consulting Full-service FinancialForce.com implementation, consulting, and ongoing support. FinancialForce is a 100% native Salesforce.com accounting application covering general ledger, billing, and finance reporting. Services include implementation, system conversion, integration, customization, and accounting administration for companies on the force.com platform.
- Xero Cloud Accounting Xero cloud accounting implementation, setup, conversion, and ongoing support services for small-to-medium businesses. Includes training and Salesforce integration support for companies using Group or Professional editions of Salesforce.
- QuickBooks Online QuickBooks Online implementation, conversion, setup, training, and ongoing support. CASE serves as a QuickBooks Online Pro Advisor and integrates QBO with Salesforce Opportunities via the Breadwinner app.
- Salesforce Implementation, Configuration and Customization Salesforce.com and force.com platform implementation, configuration, and customization services. Includes CRM implementation, CRM configuration, Force.com customization, and Salesforce ERP planning. Delivered in partnership with Astrea IT's team of over 25 developers.
- Chikpea Integration Chikpea Order-to-Billing (O2B) product implementation and integration. Native Salesforce application for capturing one-time and recurring orders, flexible pricing, discount models, and electronic payment integration, enabling ERP-type solutions with FinancialForce.
- Standard Accounting Services Ongoing bookkeeping and accounting support covering order-to-cash cycle, purchase-to-pay cycle, cash collections, payroll, inventory, reconciliations, taxes, reporting, and financial report preparation. Delivered on monthly, quarterly, or annual contract basis.
Quantifiable outcome
- Complete accounting system implementation in days or weeks, not months
- +2 more outcomes
Companies that use CASE
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
CASE technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
CASE partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- XerocoreCASE is a Xero.com Bronze partner, one of a few Xero partners located in Southern California and an early adopter of the platform. CASE provides Xero implementation, conversion, ongoing accounting support, and integration with Salesforce.com. Xero is described as 'beautiful accounting software' with strong mobile capabilities and a growing community of cloud integrations.
- FinancialForcecoreCASE has been working hands-on with FinancialForce.com as both a customer and implementer since the application first launched in 2009. FinancialForce is 100% native to Salesforce.com and serves as the cloud accounting solution for companies leveraging the force.com platform. CASE provides implementation, consulting, conversion, and ongoing support services for FinancialForce.
- Salesforce.comcoreCASE specializes in the Salesforce/force.com ecosystem, providing CRM implementation, configuration, Force.com customization, and ERP planning services. Salesforce recognized FinancialForce's potential and became an investor in FinancialForce. CASE leverages Salesforce as a platform for building integrated ERP-type solutions.
- ChikpeacoreCASE partners with Chikpea for companies looking to create an ERP-type solution using their Salesforce organization. Chikpea's 'O2B' (Order to Billing) product is 100% native to force.com and integrates seamlessly with FinancialForce.com, enabling robust order capture, flexible pricing, and payment integration.
- Astrea ITminorCASE partners with Astrea IT and its team of over 25 developers to plan, design, implement, and customize Salesforce applications. Astrea IT extends CASE's capacity for CRM implementation, configuration, Force.com customization, and integration projects.
Scale indicators1 record
Recent moves5 records
Expansion highlights2 records
CASE competitors and assessment
Company assessmentDirect peers
- Simplus (Infosys): Pure-play Salesforce consulting SI specializing in implementations, managed services, and Quote-to-Cash work that overlaps directly with CASE's FinancialForce and Chikpea focus. Both firms sell recurring managed services to mid-market Salesforce customers.
- Coastal Cloud: Salesforce Summit-tier SI delivering implementations and managed services across financial services, manufacturing, and other CASE-served verticals. Comparable mid-market focus and reliance on Salesforce/FinancialForce ecosystem.
- Slalom Consulting: Mid-market-focused consulting firm with a large Salesforce and cloud ERP (including FinancialForce/Certinia) practice. Comparable to CASE in target customer (SMB/mid-market adopting Salesforce-native accounting) but with materially larger delivery capacity and broader geographic reach.
- West Monroe Partners: Mid-market consulting firm with a Salesforce practice and deep finance-transformation capabilities. Targets similar buyer profile (mid-market companies modernizing finance and operations on cloud platforms) and competes for the same client wallet.
Broad incumbents
- Certinia (formerly FinancialForce): The platform vendor behind CASE's flagship implementation line. While not a direct competitor for services, Certinia's evolving product strategy, partner program economics, and own professional-services arm directly shape CASE's opportunity set.
- PwC: Big Four firm with a significant Salesforce and cloud-finance practice. Competes with CASE on mid-market and enterprise finance-cloud engagements, particularly where audit-adjacent advisory relationships matter.
- Accenture: Global SI with a large Salesforce practice delivering cloud ERP and finance transformations to enterprise and mid-market clients. Represents the upper bound of competitive intensity CASE faces on larger bids.
- Deloitte Digital: Big Four advisory arm with a top-tier Salesforce alliance and finance transformation capability. Often competes with smaller SIs when clients prefer a single firm for strategy, implementation, and managed services.
Emerging players
- Girikon: Smaller Salesforce consulting SI with implementation and customization capabilities on Salesforce/force.com. Comparable niche and scale to CASE, occasionally competing for the same SMB/mid-market accounting-on-Salesforce engagements.
Others
- Astrea IT: CASE's stated Force.com development partner with a team of 25+ developers. Not a direct competitor but an ecosystem participant whose capacity and pricing directly affect CASE's ability to deliver custom Salesforce implementations at scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
CASE social profiles
Digital presenceCASE financial estimates
Financial estimateRevenue estimate
Valuation estimate
CASE leadership team
Management profileNumber of profiles
Profiles4 records
CASE funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CASE M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CASE
What does CASE do?
CASE provides consulting, implementation, configuration, customization, conversion, training, and ongoing accounting administration services for cloud-based accounting applications that integrate with the Salesforce.com/force.com platform. Core platforms supported include FinancialForce, Xero, QuickBooks Online, Salesforce CRM, and Chikpea, delivered as standalone implementations or combined into integrated ERP-type solutions.
Is CASE a public or private company?
CASE is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CASE founded?
CASE was founded in 2012. It employs 11 to 50 people.
Where is CASE based?
CASE is headquartered in Solana Beach, United States, in the North America region.
How does CASE make money?
Two revenue lines are on record. Consulting and Implementation Services are the primary driver. The others are ongoing Accounting Administration.
Who are CASE's main competitors?
Direct peers on record are Simplus (Infosys), Coastal Cloud, Slalom Consulting and West Monroe Partners. Broad incumbents are Certinia (formerly FinancialForce), PwC, Accenture and Deloitte Digital. Girikon is listed as an emerging player. Astrea IT is listed as an others.
Does CASE have an API?
No public API is recorded for CASE.
What industry is CASE in?
CASE's product category is Cloud Accounting Implementation Services. Its primary akta.pro industry code is HDAEAEAA, Core ERP Suites (Financials, Procurement, Projects). Its NAICS code is 541511 and its SIC code is 7370.