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

Young Firm Livens Up and Inspires the Accounting Community

Roth Schroder Professional Corporation, a boutique Canadian accounting firm, needed a better way to manage its growing mix of bookkeeping, tax, and advisory work. Its team was juggling disconnected tools, duplicate data entry, paper-heavy workflows, and missed deadlines, so it turned to Accelo to better support client work management.

Accelo helped Roth Schroder consolidate operations with templated proposals, custom workflows, reminders, auto-invoicing, and time tracking integrated with QuickBooks. The firm gained clearer visibility into client work, reduced lost billable time, improved accountability, and became far more organized, with the founders noting that Accelo has been well worth the time and cost to implement.

Roth Schroder Professional Corporation

Meagan Schroder

CPA and Partner