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Case Studies Posts
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Case Studies · Professional Services · Quick Read · 1/15/2025 · 4 min read
Client onboarding at Regional Business Services
A worked example for a $3.5M accounting practice: a 23-step onboarding build, a 10-day onboarding target, and the cancellation math it would have to hit.
Case Studies · Professional Services · Quick Read · 1/15/2025 · 4 min read
Tax deadlines at Cornerstone CPA
A worked example for a $2.1M accounting practice: missed deadlines in a spreadsheet system, and the numbers a deadline dashboard has to hit.
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