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Case Study

100% Client Retention

Zero client churn through service excellence in 12 months

Client Profile

Type

Full-Service Accounting Firm

Size

25 professionals

Location

Orchard Road

The Challenge

  • •Losing 15% of clients annually to larger firms
  • •Unable to match Big 4 resources and technology
  • •Inconsistent service quality across different teams
  • •Price pressure from clients demanding more value

The Solution

  • ✓Standardized all tax filings through the Tax Leverage Platform
  • ✓Implemented consistent fast-turnaround SLA across all clients
  • ✓Freed up senior time for proactive tax planning
  • ✓Added value-added insights from AI-powered analysis

The Results

100%

Client Retention

Zero churn over 12 months

3× increase

Referrals

Client referrals tripled

+40%

Avg Contract Value

Upsold advisory services

"For the first time in our firm's history, we didn't lose a single client last year. In fact, our existing clients became our best source of new business."

Managing Director

Full-Service Accounting Firm

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