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489 Case Studies
A ADP Case Study
Roth & Company is a Brooklyn-based accounting firm founded in 1978 that has grown to 90 employees and more than 2,000 clients while maintaining long-term client relationships. Facing an industry-wide shift toward advisory services and pressures to both broaden offerings and control administrative costs (especially HR, payroll, and benefits), the firm needed to expand beyond traditional tax prep without losing its personalized service and to give employees competitive benefits to recruit and retain talent.
Roth & Company responded by building out three core practice areas—Tax, Advisory, and Assurance—launching an Audit & Assurance group, and maintaining an early commitment to paperless, cloud-based workflows. To streamline HR and offer better employee benefits, the firm adopted ADP TotalSource® as its PEO, consolidating payroll and insurance, reducing administrative time, and providing cost-effective, Fortune 500–caliber benefits—helping the firm retain staff, add client value, and sustain growth.
Abraham Roth
CPA, Managing Partner