Practice Operations
Client and engagement management, recurring work, time tracking and role-based access support day-to-day firm operations.
Custom SaaS Development Case Study
AuntBird: accounting practice management software built around real firm workflows.
Toledo Consulting designed and developed AuntBird as a browser-based practice management platform for accounting firms that need clients, engagements, time, billing, employee goals, reporting and client communication in one system.
Business Problem
Practice management requires more than a generic task list.
Accounting firms manage recurring engagements, hourly work, time entries, billing, payments, client communication and employee productivity at the same time. AuntBird was built to bring those workflows together in a purpose-built SaaS application rather than forcing firms to manage disconnected spreadsheets and systems.
Billing & Revenue
Invoice workflows, payments, advance payments, recurring billing and revenue reporting connect work performed with financial visibility.
People & Performance
Employee dashboards, billable-hour goals and period-based reporting help managers understand capacity and performance.
Development Scope
Full-stack SaaS development, not a brochure website.
The project demonstrates Toledo Consulting's ability to translate business requirements into database design, user permissions, workflow logic, reporting, email delivery, payment integrations and customer-facing interfaces.
Multi-user architecture
Firm users, managers, employees and client portal users require distinct permissions and experiences.
Payments & subscriptions
Commercial SaaS workflows include subscription billing and payment processing integrations.
Operational reporting
Dashboards and reports turn time, billing and engagement data into information managers can act on.
Need Software That Fits Your Business?