Case Study
Digital Transformation Success with a Mid-Sized Accounting & Tax Consultancy Firm (Or, How to Ditch the Chaos and Thrive)
Client Info
Client: Confidential (Mid-Sized Accounting & Tax Consultancy Firm)
Industry: Professional Services / Accounting
Scope of Work: Plan, Grow
Launch & Prosper Consulting Group (L&P) partnered with this Ontario-based firm to tackle their digital growing pains head-on. Through a mix of strategic planning, digital marketing, and process improvements, L&P equipped them with the tools to work smarter—not harder—in a rapidly changing market.
Client Background
This firm was thriving in a booming Northern Ontario market, thanks to businesses flocking to the region. But behind the scenes, their outdated systems were stuck in first gear. Manual workflows, clunky servers, and a lack of digital infrastructure were slowing them down. When COVID-19 hit, their struggles were amplified, and they needed to pivot fast to keep up with client demands and remote work needs.
Objective
L&P’s mission was to guide the firm through a full-scale digital transformation, modernizing their infrastructure and processes to handle growth without the headaches. A thorough Business Process Review (BPR) and smart software solutions set the stage for scalable success.
Key Achievements
50% Reduction in Administrative Time
Streamlined workflows and integrated time-tracking and invoicing boosted productivity and efficiency.
30% Increase in Client Capacity
A scalable digital infrastructure let the firm grow without breaking the bank—or the office.
25% Boost in Online Visibility
A tailored digital marketing strategy brought in more web traffic, kept clients coming back, and improved communication processes.
90% Improvement in Operational Efficiency
Implementing Cross Concepts Continuum and cloud integration cut out the busywork and ensured smooth remote work.
Challenges
The client’s pre-existing infrastructure and practices limited efficiency and adaptability, creating hurdles in an environment that increasingly required remote and agile operations. Key challenges included:
- Tech That Couldn’t Keep Up:
Their local servers were like a relic from another era—unfit for modern-day collaboration. - Manual Mayhem:
Redundant workflows chewed up hours of valuable admin time. - Tools That Tripped Them Up:
Systems like Client Track weren’t pulling their weight. - Growing Pains:
Rapid expansion meant they were bursting at the seams—literally.
Process
Launch & Prosper’s digital transformation approach included the following phases:
1. Business Process Review (BPR): We got down to brass tacks by conducting virtual staff interviews, pinpointing inefficiencies, and identifying opportunities for improvement.
Suggested Visual Element: A process flow diagram showing “Before and After” states.
2. Digital Marketing Makeover: A multi-channel marketing strategy, including website enhancements, SEO, and email campaigns, helped boost their online presence and client engagement.
3. Smart System Selection: Cross Concepts Continuum became their secret weapon, seamlessly integrating task tracking, CRM, and QuickBooks.
4. Cloud Migration: Out with the old, in with the cloud! Secure, accessible storage replaced outdated servers, enabling smooth remote work.
Results
The partnership between Launch & Prosper and the client resulted in significant improvements:
50% Less Admin Time
Manual tasks were streamlined, giving the team back hours each week.
90% Efficiency Boost
Their operations ran smoother than ever, freeing them to focus on clients.
30% More Clients
Scalable systems allowed the firm to grow without adding physical space—or stress.
Enhanced Engagement
Improved online visibility and communication processes kept clients happy and coming back.
Next Steps and Future Outlook
The transformation has set this firm up for long-term success, with room to grow and adapt to whatever comes next. Future plans include system upgrades, deeper cloud integration, and market expansion—ensuring they remain ahead of the game.
Key Lessons Learned:
- User-Friendly Wins the Day: Tools your team loves to use are the key to success.
- Cloud Is King: Flexible, secure, and efficient—cloud solutions are a no-brainer.
- Change Management Works: A solid game plan makes even big shifts feel manageable.
Ready to kick chaos to the curb?
Book an info session with Launch & Prosper today. Whether you need smoother workflows or a digital glow-up, we’ve got the tools and expertise to help you thrive.
“Our business consultants tie together strategy, culture, process, people, and technology, all underpinned by agility, innovation, and data.”
Kyla Taylor
Founder & CEO
Launch & Prosper Consulting Group, Inc.