Case Study: Perlson LLP grows its CAS practice from $15K to $1M with Double

How Perlson grew its CAS practice from $15k to $1M with Double

Perlson LLP, a long-established accounting and financial planning firm, sought to expand its service offerings by launching a bookkeeping practice. The head of their new Virtual Controller Division, Sabrina Burke, faced the challenge of finding software that could help them standardize workflows, ensure quality control, and manage the work of a growing remote team effectively as they scaled this new business.

They implemented Double, a platform designed specifically for bookkeepers. Using Double's tools for tasks like intercompany transfers and workflow management, Perlson’s team significantly improved its efficiency and visibility. This allowed the firm to grow its bookkeeping revenue from $15,000 to over $1 million in under three years, add 54 new clients, and enable its bookkeepers to shift their focus from data entry to strategic client advising.

Perlson LLP

Sabrina Burke

Virtual Controller Division Head