Case Study: Orca Accounting achieves 4.5x growth in 7 months with Assembly

How Orca Accounting Scaled 4.5x in 7 Months with Professional Client Portal Software

Orca Accounting, a new accounting firm launched in 2024, faced the challenge of managing a fragmented and informal client onboarding process. Using a mix of shared Google Drives, email, and text messages was time-consuming and unprofessional. Founder Leah McCool sought a more branded and secure client experience to streamline operations and support growth, leading her to implement the client portal platform from vendor Assembly.

By using Assembly's integrated portal, Orca Accounting consolidated client communications, file sharing, task management, and billing into a single, professional platform. This solution from Assembly enabled the firm to scale rapidly, achieving a 400% growth in clients within seven months while cutting onboarding time by 75% and reducing email back-and-forth by 80%.

Orca Accounting

Leah McCool

Owner