Case Study: Stroud & Company CPAs achieves 300% growth in audit assurance with Rootworks

Launching Audit Assurance and Identity Theft Protection Service With Great Success

Stroud & Company CPAs wanted to launch a new client service in 2017, but needed a clear, proven way to introduce it to their tax clients. Working with Rootworks, they adopted the firm’s IRS Audit and Identity Theft Protection offering, which Stroud customized as Audit Assurance and Identity Theft Protection.

Rootworks provided the launch model, coaching, and branded marketing materials to help Stroud & Company educate both staff and clients, including lobby flyers and fee sheets sent with tax invoices. The result was strong growth: the firm added about 300 new clients in year one and more than 1,200 in year two, driving 300% growth in audit assurance revenue over two years.

Stroud & Company CPAs

Tony Stroud

CPA and President