From 3-Person Office to Sarasota's Largest Accounting Firm
The Challenge
A small accounting practice with three employees was drowning in manual data entry, paper-based filing, and inefficient client communication. Tax season meant 80-hour weeks, and growth seemed impossible without proportionally growing staff.
What We Built
We built an integrated suite of tools: document scanning and data extraction from client receipts and statements, automated categorization into accounting software, client portals for document upload, and streamlined tax preparation workflows.
Results
"We started with SarasotaConsulting when we were three people in a tiny office. Eventually we grew into one of Sarasota's largest accounting firms and all the IT and software consulting was provided by our friends at SarasotaConsulting."
Accounting & Financial Services