Accounting Firm - 2025
How Robert Cut His Hours in Half and Doubled Revenue at 63
Veteran accountant eliminated nights-and-weekends chaos using Markster's automated system. Appointments, follow-ups, and proposals run automatically—reclaimed time with grandkids, doubled the business.
System Components Deployed
Strategy Playbooks
Execution Software
AI Workers
Service Type
Primarily B2B
Tax Preparation
Business Advisory
Result 1
52%Reduction in
Working Hours
Result 2
2.03xAnnual
Revenue Growth
Project Overview
Robert runs a small accounting firm serving local businesses and individuals. At 63 years old, he was working 70+ hour weeks during tax season, answering client emails at dinner, preparing proposals on Sundays, missing his grandkids' games. He handled everything manually: prospect inquiries, client onboarding, proposal generation, follow-ups, and all the actual accounting work.
The business was profitable at $443K annual revenue, but Robert had become the bottleneck. Prospect calls went to voicemail when he was in client meetings. Web inquiries sat for days while he caught up on tax returns. Follow-ups got forgotten entirely. He was turning away potential clients because he couldn't handle intake conversations while delivering service to existing clients.
Key Challenges:
- Working 70+ hours/week with no separation between work and personal time
- 3-5 day average response time to prospect inquiries during busy season
- Manual proposal generation taking 2-3 hours per prospect
- 80%+ of prospects never received second follow-up
- Turning away 15-20 potential clients annually due to capacity constraints
Execution
Markster deployed the three-component system in 73 days:
Week 1: Documented Robert's client acquisition workflows into 5 playbooks (Initial Inquiry Response, Service Scope Qualification, Proposal Generation, Engagement Follow-Up, Onboarding Process). Captured his 40 years of accounting practice into executable steps.
Weeks 2-4: Deployed execution software. All lead sources—phone, website contact form, referrals—fed into one CRM. Automated proposal templates based on service type. Scheduling connected to Robert's calendar with buffer time between meetings.
Weeks 4-10: Activated AI Workers for inquiry response, qualification, and proposal delivery. AI handled first-touch conversations, gathered service requirements, and generated proposals using Robert's documented pricing and scope frameworks.
Week 11: Full handoff. AI running 24/7 prospect communication. Robert reviewing proposals in batches twice weekly instead of custom-building each one from scratch.
Results
Robert now works 33-36 hours per week—down from 70+. The business revenue grew from $443K to $900K annually. The growth came from two sources: capturing prospects he previously missed, and having capacity to take on more clients with the 30-40 hours per week he reclaimed from admin work.
AI handles all prospect inquiries immediately. Someone submits a contact form asking about tax services—AI qualifies their needs, explains Robert's process, and generates a custom proposal based on documented pricing. Referrals call while Robert's in a client meeting—AI answers, gathers information, and schedules a follow-up conversation. The prospects that used to go to voicemail or sit in his inbox for days now get instant response and move through the pipeline automatically.
Robert eliminated nights and weekends. Proposals generate automatically from templates—no more Sundays spent custom-writing each one. Follow-ups run on schedule—no more mental load tracking who needs to be contacted when. The 30-40 hours Robert reclaimed went back into high-value client work—the actual accounting, advisory, and tax strategy that clients pay for.
Key Metrics:
- 33-36 hours/week (down from 70+)
- $900K annual revenue (up from $443K)
- Under 60-second response time to all prospect inquiries
- 2-3 minutes to generate proposals (down from 2-3 hours)
- Zero nights/weekends spent on admin work
- 27 new clients annually (up from 8-10)
Testimonial
What Robert Says About the System
Robert went from working through dinners and missing family time to running a business that operates without consuming his life. The system gave him back his evenings, weekends, and time with grandkids—while doubling what the business generates.
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“Everything's automatic now appointments, follow ups, proposals, cut my hours in half, doubled my revenue, wish this existed 20 years ago. Game changer.”
Robert
- CPA & Founder at A1 Accounting