A small-town accounting firm, unable to keep up with the stress and workload of tax season, sought help digitize their work and update their processes. The owner, a solopreneur, was struggling with a growing client base and the demands of managing paper documents and manual work.
MetaExpert Ryan, with a background in accounting, finance, and coaching, collaborated with the owner to introduce digital solutions. They shifted to using tax software to receive tax returns electronically and email them back to clients, eliminating the need for printing and manual mail-outs. The transformation also included a significant mindset shift for the owner, enabling him to embrace new technologies and work more efficiently.
The firm saved 15 days of manual work during each tax season.
Cost savings estimated at $11,000 to $15,000, including time, paper, ink, and postage.
With the efficiency improvements, the owner was able to take on 10% more clients (50 additional clients) while reducing overall workload.
The client saved between $11,000 to $15,000 each tax season and increased revenue by over 10% after bringing in additional clients due to more efficient processes.
Using digital transformation this small town accounting firm modernized its processes and embraced digital solutions, resulting in substantial time and cost savings. By working with a knowledgeable MetaExpert, the owner not only improved efficiency but also achieved a better work-life balance.
MetaExpert: Ryan
MetaExpert skills needed: Accounting, Finance, Coaching, Digital Transformation
Contract Length: Approximately 2-3 months
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