Case Study: Aggregad Accounting & Tax Solutions LLC achieves higher revenue and year-round advisory growth with Corvee

Struggling Accountant Increasing Revenue with Accounting Firm Software

Vanessa Gonzalez-Penaloza, owner of Aggregad Accounting & Tax Solutions LLC, struggled with unsustainable revenue, working long hours for low pay, and an overreliance on seasonal tax return work. To transform her business, she turned to Corvee for its software and coaching program to learn a new system for providing high-value advisory services.

By implementing Corvee's tools and methodology, she shifted her firm's focus to high-margin tax planning and advisory services. This solution enabled her to more than double her sales, reduce tax return work by 60%, and secure nearly $100k in new services during the pandemic. Corvee provided her with the confidence and tools to increase her rates and build a profitable, year-round business.