CASE

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.

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

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

• Cloud accounting services
• Salesforce implementation consulting
• FinancialForce implementation
• QuickBooks Online advisory
• Cloud ERP integration

Headquarters

HQ city

Solana Beach

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. 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).
2. 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

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core 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

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Partnerships

Five partnerships are on record, tiered core and minor.

• XerocoreChannel Partner/ Reseller/ DistributorCASE 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.
• FinancialForcecoreImplementation/ SI/ Consulting PartnerCASE 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.comcoreTechnology or IntegrationCASE 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.
• ChikpeacoreTechnology or IntegrationCASE 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 ITminorImplementation/ SI/ Consulting PartnerCASE 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

Direct 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

• Xtwitter.com/SoCalCloudCPA
• Facebookfacebook.com/cloudaccountings4e
• LinkedInlinkedin.com/company/cloud-applications-and-accounting-services-for-enterprises-case-?trk=cp_followed_name_cloud-applications-and-accounting-services-for-enterprises-case-

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CASE