Case Study: Gleason Financial Group completes nearly 800 tax returns in one year with Keap

Tax and Financial Planning Firm Completes Nearly 800 Tax Returns in One Year with Infusionsoft

Gleason Tax Advisory Group, LLC is a two-person tax and financial planning firm in Surprise, Arizona that found rapid growth exposing weaknesses in its processes: staff were juggling multiple systems, spending heavily on lead acquisition, and losing revenue through missed follow-ups during peak tax season.

After adopting Infusionsoft as a centralized automation hub, the Gleasons automated follow-up and marketing, cut print spending for digital campaigns, and filled all tax appointments (completing nearly 800 tax returns in 2011), which drove significant growth—revenue rose from $39K in 2010 to $89K in 2012—and let them serve many more clients while freeing up family time.

Gleason Financial Group

Janette Gleason

Co-Owner