Case Study: Wendroff & Associates, CPA doubles tax planning sessions with Calendly

How Wendroff & Associates, CPA doubled tax planning sessions with Calendly

Wendroff & Associates, CPA, a technology-driven accounting firm, was losing time to inefficient, back-and-forth scheduling that delayed tax planning sessions and limited how many clients the team could support during busy seasons. To improve efficiency and client access, the firm turned to Calendly to streamline meeting booking and reduce administrative work.

With Calendly, Wendroff & Associates automated the scheduling flow from email outreach to confirmations, reminders, rescheduling, and calendar syncs, using features like Managed Events and integrations with HubSpot and Google Meet. The result was a 50% reduction in scheduling time, a doubling of tax planning sessions during peak periods, and a 40% drop in scheduling-related email exchanges, all while creating a smoother client experience.

Wendroff & Associates, CPA

Brian Wendroff

Founder