Case Study: CMPD integrates five acquisitions without breaking workflow with Juno

CMPD integrates 5 acquisitions and 2,000+ annual returns with Juno

Juno helped CMPD, a wealth-advisory firm, overcome the challenge of integrating five CPA-firm acquisitions without breaking its service quality or expanding its headcount. The customer needed a way to quickly onboard clients from these acquired firms, which all had different systems, to protect its margins and ensure client retention.

The solution was to standardize its workflow using Juno alongside TaxDome and ProConnect. Juno accelerated tax preparation and review, allowing CMPD to push more work to lower-cost personnel and free up senior CPAs for higher-value tasks. This resulted in huge time savings and allowed the firm to efficiently handle over 2,000 annual returns while making its growth strategy sustainable.

CMPD