Case Study: Roth Schroder Professional Corporation improves workflow and deadline management with Accelo

Roth Schroder Professional Corporation cuts deadline misses with Accelo in just 2 weeks of setup

Roth Schroder Professional Corporation, a boutique Canadian accounting firm, faced challenges managing its unique mix of bookkeeping, tax, and advisory services. Using disconnected software led to manual work, duplicate data entry, and missed deadlines, costing the business. They needed an integrated solution to consolidate their workflows.

The firm implemented Accelo, using its client work management platform to create templated proposals, automate reminders and invoicing, and track time. This provided a complete picture of client work and justified their rates. As a result, Roth Schroder became highly organized, stopped missing deadlines, and gained the admiration of industry colleagues for their efficient operations with Accelo.

Roth Schroder Professional Corporation