Case Study: Montgomery & Company, CPA’s achieves 36% revenue growth and smarter advisory services with ADP

From Hourly Billing to Value Pricing

Montgomery & Company, CPA’s, an accounting firm in Greenville, South Carolina, was facing years of flat growth and a highly transactional, tax-season-driven workload. The firm wanted to shift from one-off billing to a more strategic advisory model while finding a better way to support clients, and it turned to ADP for payroll, HR, and benchmarking resources.

ADP helped Montgomery & Company build a more scalable practice by handling payroll and other value-added services, allowing the firm to focus on advisory work and client strategy. The result was a 36% increase in revenue over four years, only two lost clients, and a smoother year-round workflow that reduced tax-season strain and let the firm work smarter with the same team size.

Montgomery & Company, CPA’s

Joe Montgomery III

CPA, Partner