Real Firm Owners. Real Results.
These are CPA firm owners who were where you are now — overworked, under-systematized, and ready for something to change.
RD
Ross D., CPA & CFP
40 years in practice · Jackson, MI
- The Situation
When Ross came to us, Devereaux & Co was a four-person CPA firm that had been running for nearly four decades. Ross was working 45–65 hours a week depending on the season. Client
contacts, billing, and reporting were all manual. There were no standardized systems —employees had started creating their own SOPs, but no one had time to review them because Ross and his senior auditor were buried in firefighting.
The firm lived from deadline to deadline. One employee had been handling invoicing and payroll
incorrectly, and it went uncaught because the people who could have caught it were too overwhelmed to look.
- The Challenge
"I had no vision. We were living deadline to deadline. I was exhausted."
- What We Did
We started with a full practice audit — mapping exactly where Ross’s time and his senior auditor’s time were going. Then we restructured the operational layer of the firm:
Audited and rebuilt every SOP across the firm so each process was documented, reviewable, and consistent
Restructured when and how clients could contact the firm — eliminating constant interruptions
Overhauled billing and invoicing systems to catch errors and keep the firm current
Created space for Ross and his senior auditor to actually audit the work their team was producing
Identified that one of four employees was not just underperforming — she was negatively impacting the bottom line
- The Result
"You gave me my life back."
Once Ross had visibility into his own operations, the results came fast. He fixed the broken SOPs, let go of the underperforming employee, and reclaimed hours during tax season he hadn’t had in years. With that space, he brought on a new client as a fractional CFO — a role he never would have had bandwidth for before.
New fractional CFO client added $104K in annual revenue
Underperforming employee’s departure eliminated $36K in costs
$104K new revenue + $36K saved = $140K net improvement
$185 → $195
Billable Rate Increase
Not a single client questioned it
Best in 10 Years
Cash Flow
Strongest cash position in a decade, per Ross
Your Firm Could Be Next
The Practice Audit is where every engagement starts. In 45 minutes, you'll see exactly where your time is going — and what to fix first.
45 minutes · No pitch · Actionable insights you can use immediately
Helping CPA firm owners build practices that run without them.