Case Study: Stride increases client retention and saves 50 hours/month with Asana

Stride increases client retention with Asana

Stride is a full-service bookkeeping, accounting, and HR firm that rebranded as Stride after a 2018 acquisition and now serves 120+ clients with a 100% distributed team across the US and the Philippines. As the business grew quickly (100%+ revenue growth and 35+ employees), leadership needed structure, repeatable processes, and a centralized way to give visibility across time zones so work didn’t get lost in spreadsheets, meetings, and email.

Stride adopted Asana using a “learn by doing” rollout, created a Client Health Board, centralized OKRs, client feedback forms, onboarding plans, and day-to-day tasks. The move clarified responsibilities, saved about 50 hours of meetings per month, enabled proactive issue resolution that increased client renewals, boosted employee engagement, and helped the company sustain rapid growth.

Stride

Russell Benaroya

Co-Founder and Partner