Case Study: Amatore & Co nearly doubles tax planning revenue with Juno

Amatore & Co nearly doubles tax planning revenue with Juno

The customer, Amatore & Co, faced the challenge of absorbing two firm acquisitions while trying to shift its revenue mix toward tax planning. Growth pressure and the manual, paper-heavy processes from the acquired firms threatened to crowd out the high-value planning work. Using Juno's Advisor service, the firm sought to lock down its tax preparation and review processes to create operational slack.

The solution implemented by Juno involved standardizing intake and using its platform to automate first-pass prep work and assemble returns. This reframed review as an exercise in judgment rather than transcription and integrated planning directly off completed returns. As a result, Amatore & Co absorbed the acquisitions without chaos and nearly doubled its revenue, with tax planning growing to ~$350K and representing the majority of the firm's growth. Juno was instrumental in giving the professionals time back to focus on scaling their planning services.

Amatore & Co