Case Study: SMEED CPA, Inc triples revenue and shifts from compliance to advisory with Corvee

Tax Firm Growth Solution Helps CPAs Transition From Compliance To Advisory

The customer, SMEED CPA, Inc., was struggling with being overworked, stuck in a compliance-focused model, and unable to grow. Firm owner Michael Uadiale sought a tax firm growth solution from Corvee to transition his practice from reactive service delivery to proactive advisory and to reduce his own workload.

Corvee provided the tools and coaching to help the firm reposition its value, streamline operations, and introduce new services. As a result, SMEED CPA tripled its revenue, increased its advisory work from 20% to 40% of business, and the owner was able to drastically reduce his direct service hours while focusing on leadership and growth.

SMEED CPA, Inc

Michael Uadiale

Managing Partner