CLIENT STORY
She kept her team through COVID, grew revenue 100 percent two years in a row, and then acquired an agency.
Courtney Kehl, CEO of Expert Marketing Advisors
Where she started
Her previous CPA stopped responding in the middle of tax season, which left her with a filing and nothing else, at the moment she needed clarity and a strategy.
The decision
She chose to work with an advisor who would begin with a full diagnosis and stay engaged throughout the year, instead of appearing only at filing time.
What changed
With a year-round strategy in place, she kept her team intact through COVID, saw two consecutive years of 100 percent revenue growth, and went on to acquire an agency.
The outcome
• Year-one savings: $116,127
• Her team kept intact through COVID.
• Two consecutive years of 100 percent revenue growth.
• The acquisition of an agency.
My CPA ghosted me mid tax season.
Courtney Kehl, CEO, Expert Marketing Advisors
If your own story has begun to look like the one she left behind, the three-year look-back is where the next chapter starts.