Case Study: Moss Business Solutions LLC grows client base 333% with Anchor

Moss Business Solutions LLC cuts proposal time by 90% with Anchor

Moss Business Solutions LLC, a solo accounting and tax firm, struggled with a time-consuming and unprofessional manual process for creating client proposals and setting up billing. This administrative bottleneck, built on Microsoft Word and Adobe, was capping the number of clients owner Kelli Moss could take on. The challenge was solved by implementing Anchor's proposal and automated billing platform.

By using Anchor to build a library of tiered service packages, Moss Business Solutions was able to assemble customized proposals in under 30 minutes instead of five hours. This solution eliminated the constraint on growth, allowing the firm to increase its client base from 3 to 13 in one year, a 333% increase. Anchor also automated recurring billing, reducing that manual work by an estimated 90% and completely taking it off the owner's plate.

Moss Business Solutions LLC