Case Study: BlueSky Wealth Advisors clears K-1 bottlenecks and cuts research time 10-20x with Juno

BlueSky Wealth Advisors cuts advisory research time 10 to 20x with Juno

BlueSky Wealth Advisors, an integrated tax and wealth advisory firm, faced a significant operational challenge. Their advisers were being overwhelmed by tax preparation work, particularly processing K-1s from real estate program clients, which created a capacity bottleneck and risked employee attrition. This situation was driving the firm toward an unwanted hiring decision. To address this, they implemented Juno's tax preparation software.

By using Juno, BlueSky shifted tax preparation tasks to its existing advisers and client service staff, who used the software to process documents. The Juno Advisor module was also used for complex scenario analysis. This solution eliminated the need to hire additional staff, cleared the K-1 bottleneck, and cut advisory research time by 10 to 20 times. Advisers could now participate meaningfully in the tax process without becoming expert preparers, improving both capacity and job satisfaction.

BlueSky Wealth Advisors