Accounting Firm Automates Client Intake
A CPA firm reduced client onboarding time from 2 weeks to 2 days with automated document collection and systematic intake processes.
- ✓ 85% faster client onboarding
- ✓ 12 hours/week saved on admin tasks
See how businesses like yours have transformed their operations. These representative examples illustrate the types of challenges we solve and results we help achieve.
* These case studies are composite examples based on common client scenarios. Names and specific details have been created for illustration purposes while accurately representing our typical engagements and outcomes.
A CPA firm reduced client onboarding time from 2 weeks to 2 days with automated document collection and systematic intake processes.
An online retailer systematized their entire operation, reducing owner involvement from 60 hours/week to 15 hours/week.
How a 10-person HVAC company stopped missing after-hours emergency calls and increased revenue by $4,000/month.
A family medicine practice reduced no-shows by 60% and reclaimed 15 hours per week of staff time through systematic scheduling.
A solo consultant documented their entire operation and finally took a real vacation for the first time in 3 years.
A plumbing company cut quote turnaround from 3 days to 3 hours and increased close rate by 35%.
Note: These case studies are representative examples created to illustrate our methodology and typical results. They are composite scenarios based on common business challenges we address. While the specific companies are fictional, the problems, solutions, and outcomes accurately reflect our real client engagements.
Every business is different, but the challenges often look similar. Let's talk about yours.