Case Study: Brooklyn FI achieves 100% year‑over‑year growth and $2M annual revenue with Ignition App

Achieving 100% YOY growth

Brooklyn FI is a full‑service financial planning, tax, and investment firm serving tech professionals and creatives that struggled with a seasonal, cash‑flow‑strained business model—clients often paid six to eight months late, A/R and sales tasks consumed staff time, and the firm couldn’t reliably sell ongoing advisory services. To address this, Brooklyn FI partnered with Ignition App, adopting its automated payments, subscription billing and workflow features to move clients from one‑off tax engagements to predictable, recurring advisory relationships.

Using Ignition App’s automatic payment and workflow system plus automated engagement‑letter generation, Brooklyn FI cut paperwork and onboarding time (engagement letters now take five minutes vs. 30), eliminated A/R headache for subscription services, and converted clients to subscription plans. The result: 100% year‑over‑year revenue growth from 2018–2021, tracking roughly $2M in annual revenue, client fees more than doubled over three years, and a smoother revenue stream with increased client trust and zero A/R tasks for subscription services.

Brooklyn FI

Shane Mason

Co-Founder