Case Study: Brooklyn FI scales 3x and streamlines operations with TaxDome

How to Scale Your Firm 3x with the Help of Modern Technologies

Brooklyn FI, a CPA-led accounting firm co-founded by Shane Mason, grew quickly from a solo practice to a team of 13 while expanding from tax work into accounting, advisory, and strategy. As the firm scaled, it struggled with scattered tools, manual workflows, client communication gaps, and the challenge of onboarding staff and clients without slowing growth.

With TaxDome, Brooklyn FI centralized its processes in one CRM and practice management platform, using automation, client portal tools, and workflow templates to streamline onboarding, keep clients updated automatically, and reduce reliance on other tools like QBO, Jetpack Workflow, Trello, and Intuit Link. The result was a more repeatable, remote-friendly operation that helped Brooklyn FI scale from 5 staff to 13 in its first year with TaxDome, while Shane said the firm was on track to reach 25 people within two years.

Brooklyn FI

Shane Mason

Co-Founder