How TFMA LLC Improved Workflow Efficiency by 70% with Digits

Jonathan Brown built his accounting firm, TFMA LLC, with a clear mission: deliver high-level financial strategy and service, the kind typically reserved for athletes, entertainers, and high-net-worth families, to everyday entrepreneurs.

Jonathan provides general accounting, payroll administration, financial modeling, budgeting, and what he calls “financial therapy” — helping clients align their money with the life they want to build.

But as his client base grew, one challenge kept surfacing:

Bookkeeping was consuming too much time.

The Challenge: Time-Heavy Cleanup and Manual Work

Before Digits, Jonathan relied on two primary workflows:

• Full manual cleanup in QuickBooks (higher cost, more manual oversight)

• Excel-based reporting using bank exports and pivot tables (more cost-effective, but still data-heavy)

Both required significant manual effort.

Annual cleanups, in particular, were time-intensive — involving heavy data entry and reconciliation work before real analysis could even begin.

“It really came down to time,” Jonathan explains. “Servicing clients and getting them caught up took a lot of manual effort.”

He knew there had to be a better way.

Discovering Digits

While researching AI tools to improve efficiency, Jonathan came across Digits.

He tested it using his own financial history, importing over a decade of transaction data, and immediately saw the potential.

Within a week of using Digits, he was already marketing a new value proposition:

“I can bring your books fully up to date in two to four days.”

A 70% Improvement in Efficiency

Before Digits, annual cleanup meant weeks of manual reconciliation and data entry. Today, those same projects can be marketed and delivered in days.

“There's way less data entry. That alone changes everything.”

Key operational improvements Jonathan noticed immediately:

• Reduced reliance on manual bookkeeping support, allowing him to operate leaner with one strong bookkeeper instead of maintaining multiple layers of support.

• Faster onboarding and cleanup, where projects that previously could stretch across weeks can now be positioned as being completed within days instead of weeks.

• Significantly faster reconciliation and vendor categorization, including the ability to search, recode, and bulk-adjust transactions in seconds rather than manually editing line by line.

Even early in the transition, the impact has extended beyond internal operations.

By repositioning his services around speed and AI-driven efficiency, including marketing the ability to “bring your books up to date in two to four days,” Jonathan has:

• Signed multiple new clients shortly after repositioning his services around Digits-enabled efficiency

• Secured a new client sent to TFMA directly from Digits’ Accounting Firm Directory, which connects business owners with trusted, Digits-trained partners.

For a firm that previously relied almost entirely on word-of-mouth referrals, this shift represents a meaningful expansion of both visibility and growth potential.

More Than Time Savings: Space to Think, Build, and Grow

For Jonathan, the biggest transformation hasn’t just been operational, it’s strategic.

Historically, tax season meant long hours focused solely on servicing existing clients. Now, with bookkeeping streamlined, he’s able to:

• Develop marketing campaigns

• Refine branding strategy

• Create new service packages

• Take time away without operations breaking down

“It opened up time for me to think about growth, branding, and balance.”

With Digits automating much of the foundational bookkeeping work, Jonathan has been able to rebalance how he spends his time.

Instead of getting buried in lower-margin bookkeeping tasks, he can focus more heavily on advisory services — where he typically charges $500–$1,000 per month. At the same time, he continues to serve bookkeeping clients at $200–$400 per month, but with significantly less hands-on effort required.

Because much of the manual categorization and reconciliation is streamlined, those bookkeeping engagements now take just 1–3 hours per client per month. That efficiency allows them to remain a profitable, scalable revenue stream — rather than a time-consuming drain on capacity.

In short, Digits hasn’t just saved time, it has allowed Jonathan to increase margins, protect lower-tier revenue, and grow advisory income simultaneously.

Real-Time Financial Visibility as a Differentiator

Jonathan doesn’t just use Digits as a backend bookkeeping tool, he brings it directly into client conversations.

During client meetings, he shares his screen and walks them through their financials in real time. Instead of static PDF reports, clients can see:

• AI-generated transaction insights, highlighting spending patterns and unusual activity

• Vendor-level breakdowns, showing exactly where money is going each month

• Live dashboards that compare actual spending against budget targets

If a client is overspending in a category, Jonathan can quickly drill into the transactions, identify the primary vendors driving the increase, and discuss adjustments on the spot.

“You spent $800 at Whole Foods this month,” he’ll say. “Let’s look at that in context.”

That level of visibility changes the conversation. Rather than reviewing outdated reports, clients see up-to-date numbers tied directly to their daily financial behavior.

While not every client logs in weekly, the ability to access real-time data and review it collaboratively builds credibility and reinforces Jonathan’s advisory role.

Instead of simply preparing reports, he’s helping clients understand and act on their financial data in the moment.

The Future of Accounting

Jonathan believes the accounting profession is moving toward:

• Advisory over data entry

• Relationship-building over manual processing

“Plugging in numbers won’t be as valuable. Strategy and implementation will.”

In that future, accountants won’t just prepare reports, they’ll orchestrate systems. That’s the model Jonathan is building today.

Digits enables that shift.

By automating repetitive tasks, it frees firms to focus on growth, relationships, and higher-level thinking.

Why Digits Stands Out

After working in traditional accounting systems, Jonathan describes Digits as the first platform that feels built around automation from the ground up, not layered on afterward.

“I didn’t even really look at competitors. I saw what it could do and that was enough.”

For firms and accountants looking to stay ahead of AI-driven change, he sees Digits as a major advantage.

The Verdict

Jonathan actively recommends Digits, particularly to firms looking to improve efficiency and modernize operations.

“For anyone trying to reduce workload, improve margins, and stay competitive, it’s a powerful tool.”

For his firm, Digits isn’t just bookkeeping software.

It’s the foundation for a more scalable, balanced, and forward-thinking accounting practice.

Ready to Work Smarter, Not Longer?

Like Jonathan, you can streamline onboarding, reduce manual workload, and unlock more time for advisory and growth.

If you’re ready to reduce manual work and build a more scalable firm, Digits is built for you.