Accounting
Accounting
Profits increase 3x
THE CHALLENGE
Small-sized CPA firm struggling to scale to medium-sized
Owner experienced a number of personal setbacks
Needed a clear focus, plan, and confidence
Afraid to make decisions & execute … scared to make a mistake
THE SOLUTION
Served as a personal/trusted advisor for decision making
Introduced smart, scalable game plan
Phased out lower revenue related offerings
Upgraded services portfolio to higher-end client base and provided sales training
THE RESULT
Increased profitability 3-fold
Hired additional employees to support rapid growth
Owner achieved personal/professional goals & is living an easier life