Success Stories

Bordeaux & Bordeaux: Creating a Growth Culture

Bordeaux & Bordeaux, a small-sized firm based out of Charlotte, N.C. faced challenges that most small firms face including staffing, tax seasonality, how to create client value and increase revenue. With the seasonal nature of tax work, which dictates most small firms' revenue cycle, the firm had to evolve its offering in order to build longer term client relationships that would allow for a continuous revenue stream. Learn how the partners' entrepreneurial spirit led them down the digital path, opening new doors for higher value client service, a consistent revenue stream, and greater growth.