Case Study: NLC Financial Services achieves 10X revenue growth with Corvee

How to Grow an Accounting Firm by Innovating

NLC Financial Services, a multi-service accounting firm, sought new strategies for marketing, firm management, and operational growth to increase its value to clients. The firm's owner, Nuno Castainca, turned to the 7 Figure Firms program for guidance and also implemented Corvee Tax Planning software to enhance its service offerings and internal operations.

Through the 7 Figure Firms program, the firm learned to market effectively on LinkedIn, package and sell tax planning as a premium service, and improve delegation. The implementation of Corvee's software provided a centralized tool for creating tax plans. As a direct result, NLC Financial Services achieved a 10x increase in annual revenue, successfully sold tax planning packages for $25,000 each, and established a scalable framework for future growth.

NLC Financial Services

Nuno Castainca

Owner