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Case Study

Large Accounting Firm Scales to New Heights with Help of Software for Accountants

Goals Goals

  • Allow multiple members of staff to create tax plans
  • Find greater savings for clients compared to manual calculations
  • Reduce time and energy spent during the tax planning process

Key Benefits Experienced Key Benefits Experienced

  • 35-50% increase in revenue among existing clients
  • Tax plans that double the average savings from previous years
  • Owner is free to take himself completely out of the tax planning process

“This tax planning software is revolutionary for the accounting industry.”

JONATHAN D. FROST, CPA, MBA

Jonathan D. Frost, founder and managing partner of J.D. Frost & Company,  runs a holistic accounting firm offering a variety of financial services in Chattanooga, TN. He believes that the accounting industry can be better systematized to create a custom experience for clients. Today, he focuses on tax planning as the primary way he can give value to customers, and Corvee Tax Planning software has become a large part of his firm’s recent success.

Revolutionary Software for Accountants Allows Scalability

Mr. Frost said that in the past, only a seasoned accountant with years of experience could easily prepare a tax plan, but Corvee has now changed that. Corvee Tax Planning software has now allowed Mr. Frost to grow his team and service more clients because he is no longer limited to hiring solely experienced staff and can hire different levels of accountants.

I used to do tax planning in my head, using my experience. Corvee eliminates the need for my mind and experience because everything is done for you,” he explained. “Tax planning used to start and end with me. The process now doesn’t even need to include me. This allows me to grow and scale my firm like never before.” 

He went on to say, “This tax planning software is revolutionary for the accounting industry. There is no other software for accountants that enables me to take a non-accountant, such as a life insurance person or someone in the professional service world who never went to school, and allow them to do work inside my firm.”

In addition to not having to be involved anymore in the tax planning process, Mr. Frost also likes the fact that the automated client questionnaire helps ensure that his team gets all the information needed from the client to prepare the best possible tax plan. “So much is already done for you inside the software, it just makes it so much easier than the old way of tax planning.”  

Besides simplicity, Mr. Frost also appreciates the tangibility the software creates for his services, such as being able to easily print a finalized tax plan with a click of a button.

Making The Value of Accounting Services Tangible

Mr. Frost has been able to, on average, increase his firm’s revenue on existing clients 35-50%. He is tax planning for both new and existing clients, and he describes Corvee as being able to “link up the tax code with a client’s specific tax situation to maximize their savings.” 

As he explained, one of the big problems with tax planning before Corvee was the ability to tangibly show the value of the service to a client. “This software lets me take an intangible thing, such as tax savings— and make it tangible with a comprehensive report,” Mr. Frost said. “Giving a client a finalized plan in a PDF printout that they can hold is so much more valuable than just telling them verbally how much I can save them.” 

He went on to explain, “Every single business owner is looking to maximize the tax code, to do everything they possibly can to pay less in taxes. It’s impossible for me to memorize every single type of strategy that can be used in every particular instance, so what the software does is it maximizes each client’s savings by scouring the tax code—and that’s what my clients are looking for.”

By using Corvee Tax Planning software, Mr. Frost is getting double the savings, on average, for each client that he’d otherwise miss out on by doing tax planning manually. As he continues to scale by training new staff members to deliver tax plans through the software, he is looking forward to helping more clients than he ever dreamt possible.

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