Case Study: Freedom Accounting and Tax absorbs 850 clients with Juno

Freedom Accounting and Tax absorbs 850 clients with Juno and adds only one hire

Freedom Accounting and Tax, a firm led by a retired-military CPA, faced the challenge of absorbing an 850-client firm acquisition, a process that traditionally requires significant additional staffing. Their goal was to manage this growth while operating with as few employees as possible and maintaining the ability to work from anywhere. To accomplish this, they relied on an integrated tech stack that included Juno for tax preparation.

By implementing the Juno tax preparation software alongside other tools, Freedom Accounting automated the data extraction and workpaper creation process. This allowed administrative staff to handle the initial intake and data entry, freeing up preparers for review work. As a result, Juno enabled the firm to absorb the 850 clients with only one new hire instead of the three that would have been required otherwise, making even their smallest returns profitable.

Freedom Accounting and Tax