ModernPM
Reimagining how CPA firms run their practice.
Sponsor
Firm Studio
About the client
ModernPM is a cloud-native Practice Management platform purpose-built for CPA firms.
Top-200 firms committed as early investors and advisors
8
End to end client management, workflow and payments
CHALLENGE
CPA firms were drowning in legacy systems that couldn’t adapt—overpriced, under-integrated, and built for a world that no longer exists. Most firms were stitching together tools, fighting data silos, and losing efficiency just trying to keep up.
ModernPM’s founding team saw an opportunity: build the next-generation operating platform for accounting firms, one designed for flexibility, automation, and ownership.
CHALLENGE
CPA firms were drowning in legacy systems that couldn’t adapt—overpriced, under-integrated, and built for a world that no longer exists. Most firms were stitching together tools, fighting data silos, and losing efficiency just trying to keep up.
ModernPM’s founding team saw an opportunity: build the next-generation operating platform for accounting firms, one designed for flexibility, automation, and ownership.
APPROACH
We partnered from concept through build, shaping ModernPM’s architecture and product strategy around real firm workflows.
Using Ruby on Rails, PostgreSQL, and a modular API-first design, we focused on creating a scalable, intuitive platform that could evolve with firm needs.
From early prototypes to investor presentations, we worked side by side with the ModernPM team to validate, design, and deliver the foundation of a product built to last.
SOLUTION
ModernPM unites firm operations—time tracking, billing, workflow, due dates, client payments—into a single interface. It’s fast, modular, and built for integration, giving firms the power to work their way without technical debt or complexity.
Behind the scenes, it’s engineered for flexibility: lightweight components, deep API connectivity, and an interface accountants actually want to use.
SOLUTION
ModernPM unites firm operations—time tracking, billing, workflow, due dates, client payments—into a single interface. It’s fast, modular, and built for integration, giving firms the power to work their way without technical debt or complexity.
Behind the scenes, it’s engineered for flexibility: lightweight components, deep API connectivity, and an interface accountants actually want to use.
Established
a modular architecture ready for future integrations
Positioned
as a new category leader in accounting practice tech
— Roy Keely, Founder