As a solo EA, I was drowning in 1040s every season and turning away good clients. One dedicated offshore preparer changed everything. I doubled my client base and actually took a vacation in April for the first time in 12 years.
Solo enrolled agent
- IndustryTax preparation
- LocationUnited States
- Company sizeSolo practice
- WebsiteWithheld under NDA
A solo enrolled agent was drowning in 1040s and turning away good clients. With one dedicated preparer from Accountably, she doubled her client base and took her first April vacation in 12 years.
Summary
- Challenge: She was drowning in 1040s and turning away good clients.
- Solution: Accountably placed one dedicated preparer in her practice.
- Roles hired: One dedicated preparer, on 1040 preparation
- Results:
- Client base doubled
- First April vacation in 12 years
Challenge
She was drowning in 1040s and turning away good clients.
Solution
Accountably placed one dedicated preparer in her practice.
The preparer took on her 1040 preparation.
Results
With one dedicated preparer, she doubled her client base and took her first April vacation in 12 years.
Partnering with Accountably delivered measurable improvements to the firm’s operations and hiring capacity:
- 2x client base: her client base doubled.
- First April vacation in 12 years: in her words, “I doubled my client base and actually took a vacation in April for the first time in 12 years.”
- One seat: all of it came from a single dedicated preparer.
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The firm’s name is withheld under NDA.
