How Maus Software Empowered a Firm to Grow Its Business Advisory Department by 10X

“A Decade’s Growth in Two Years.” – William Robert Sterling, Founder Sterling & Co.

Introduction:

In the competitive landscape of U.S. financial services, Sterling & Co. CPA, a major accounting firm, faced a near “failure to launch” of their newly established Business Advisory department. The firm’s goal was to turn around their struggling Business Advisory Department and turn it profitable over 24 months. This case study explores how the strategic implementation of Maus Software became the catalyst for extraordinary growth.

The Challenge:

Despite a robust client base and a reputation for excellence, Sterling & Co. struggled with outdated processes and inefficiencies in their Business Advisory department. The team found it challenging to manage increasing client demands and deliver consistent, high-quality advice. The lack of streamlined processes and scalable systems hindered growth and affected client satisfaction.

The Solution: Maus Software:

Sterling & Co. partnered with Maus Software, renowned for its business advisory software solutions. Maus implemented a suite of tools tailored to Sterling’s needs, focusing on automation, data analytics, and client management. Key initiatives included:

• Process Automation: Simplifying routine tasks, allowing advisors to focus on high-value activities.
• Data Analytics: Providing deep insights into trends and client needs, enabling tailored advice.
• Business Advisory System: Streamlining client interactions and tracking advisory outcomes.

Training sessions and ongoing support from Maus ensured a smooth transition for Sterling’s staff.

Results:

In 24 months, the results were staggering:

• Advisory Growth: The department grew 10x in size, both in revenue and client base.
• Efficiency Gains: Automation reduced time spent on routine tasks by 60%.
• Client Satisfaction: Enhanced capabilities led to a 40% increase in client satisfaction scores.
• Employee Engagement: Advisors reported higher job satisfaction due to more engaging work and less administrative burden.
• Market Positioning: Sterling & Co. emerged as a leader in business advisory services, attracting top talent and high-profile clients.

Conclusion:

Maus Software didn’t just provide Sterling & Co. with technological tools; it revolutionized their approach to business advisory. By automating mundane tasks, offering insightful analytics, and improving client relationships, Maus played a pivotal role in Sterling’s remarkable growth story.

Discover how Maus Software can transform your business. Visit Maus Software for more information and to schedule a consultation. Your growth story starts today!