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Client Results

Real Firms. Real Outcomes.

A look at what happens when accounting firms get serious about their technology and operations — and build a real plan to fix what's holding them back.

KDA Inc.
Karla Dennis
Karla Dennis
Owner & CEO
KDA Inc.
Case Study
KDA Inc.  ·  Tax & Accounting  ·  40+ Staff

$160K in Tech Savings. 40 Apps Down to 25. Two Years of Real Change.

KDA had grown significantly but complexity was compounding quietly — vendor costs, redundant tools, and a team entering data into too many systems. A full operational review uncovered the root causes and set a two-year transformation in motion.

$160K Annual Tech Savings
100+ Hours Saved / Year
40→25 Apps Consolidated
Read the Case Study
Redwitz
Jennifer Riva
Jennifer Riva
Chief Operating Officer
Redwitz
Client Story
Redwitz  ·  Tax & Accounting  ·  90 Employees

Cutting Through the Noise to Make a Major Tech Decision with Confidence.

Redwitz came in with a disconnected tech stack, two significant roadmap decisions stalled, and an evaluation process that felt overwhelming to tackle from the inside. A focused engagement surfaced the gaps — and gave leadership the outside perspective needed to move forward.

Read the Client Story

Your Firm Could Be Next.

If your technology and operations are overdue for a hard look, that's exactly where to start.

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