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Success Stories

Proof that firms can do more with less

See how accounting firms cut 90% of manual work, increased margins, and scaled—without adding staff.

Scaling Smarter: How Matthew Patrick’s $10M Firm Transformed Processes with Automation

Matthew Patrick runs a small business-focused accounting firm with 43 team members and nearly $10...

Measurable Profitability Growth: How MOD Ventures Improved Gross Margins by 7.1%

MOD Ventures, a forward-thinking accounting firm asked us to help them scale without adding more...

90 Hours of Bookkeeping Reduced to 1 Day a Month: How Calculated Moves Scaled 33% Without Adding Staff

Calculated Moves, a growing bookkeeping firm, was hitting a ceiling. Client demand was strong, but...

How Atmos Financial Boosted Efficiency and Increased Effective Hourly Rates by 47%

Atmos Financial, a midsize Canadian tax firm with three partners, was facing a recurring problem:...
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