Case Study: Five Stone Tax Advisors boosts revenue and cuts acquisition costs with Chief Outsiders

Five Stone Tax Advisors cuts acquisition cost 50% and lifts revenue per customer 150% with Chief Outsiders

Five Stone Tax Advisors, a full-service tax firm, needed to expand its service offerings and revenue but required a comprehensive strategic marketing plan to do so. Their challenge was to rebrand, launch new products, enter international markets, and implement new systems with a small team and a limited budget. They engaged the services of Chief Outsiders to address these goals.

Chief Outsiders, specifically CMO Matt Benner, developed and executed a new go-to-market strategy which included a complete rebrand, a new website, and the implementation of a CRM and financial tracking systems. As a result, Five Stone increased its average revenue per customer by 150% and lowered its customer acquisition cost by over 50%. The vendor's work also led to improved client satisfaction, better financial forecasting, and an overall enhanced bottom line.

Five Stone Tax Advisors