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Client Case Studies

John Roberts, CPA with Attracct Advisors Went Form Growth On Hold To High-Growth

Before

Ready to scale, but growth was paused
Concerned scaling would hurt quality
Unsure if systems could handle more clients
Worried the team might burn out
Needed clarity and control during expansion

After

Client base tripled in 1 year
Seamless onboarding billing and reporting
Expanded confidentiality into new markets
Enabled 24/7 operations
Needed clarity and control during expansion

Client Since
2022

Brian Kiczula With CostSegRx Went From Growth On Hold To Scalable Success

Before

Transitioning from expensive software to cost-effective option
Accuracy issues in cost segregation studies
Existing employee overwhelmed with workload
Technical side of studies difficult to manage
Growth potential stalled due to limited capacity

After

Accountant streamlined books and cost segregation workflows
Civil engineer ensured technical accuracy and schedules
Marketing support boosted leads and visibility
Cost savings on every study while improving results
Scaled confidently with stronger operations and higher turnover

Client Since
2023

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