Case Study: Sherwood Accounting & Tax achieves full-service advisory transformation and 60% fixed-fee client conversion in 6 months with Ignition App

Transforming to a full-service firm overnight

Sherwood Accounting & Tax, an Oregon-based tax, accounting and advisory firm led by Kristen Keats, needed to move quickly from a traditional, paper-heavy practice to a cloud-based, transparent, fee-for-service advisory model while growing its client base. With an expiring Office Tools license and slow, manual proposals and engagement letters that risked lost sales, Sherwood adopted Ignition App’s cloud platform and automation to support a subscription/fixed-fee approach.

Using Ignition App’s automated proposals, engagement experience and Review & Pay (alongside Intuit Practice Management), Sherwood streamlined onboarding, billing and workflows, enabling faster client engagement and honest conversations about fees. The firm achieved a 60% conversion to fixed fees within six months, expanded to serve 1,100 clients, reclaimed staff hours for year‑round advisory work, and deepened client relationships — outcomes the team attributes directly to Ignition App.

Sherwood Accounting & Tax

Kristen Keats

Owner