Calas Group is an accounting and financial services firm who offers bookkeeping, tax, payroll, financial planning and insurance.  With a focus on and understanding of small business and professionals. Calas uniquely offers fixed monthly price services which include real consulting and guidance typically only available as an extra cost from competing firms. Calas is truly a full service firm that has scaled to fit the needs of small business.

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Challenge

Calas had reached a point in its growth where it was no longer feasible for everyone on its expanding team to know what everyone else was working on and things were starting to fall through the cracks.  Founder Brian George decided to take a proactive approach before significantly impacting service levels and engage ZenChange.  Furthermore, a lack of focus and guidance by their prior marketing firm had left the firm with a questionable social media presence and poor SEO results despite the large price tag.

Solution

We began with a business process review, interviewing each team member, understanding their desired end state, reviewing perceived roadblocks, technology tools and gaps.  We then formulated our recommendations and conducted a team consensus building workshop to gain agreement on top issues to address and the action plan.  We then worked with the team to implement process changes, including organization and metrics, as well as implementation of Infusionsoft CRM to not only automate several marketing functions but internal processes also.  We developed a new WordPress website with 100 pages of content.  We currently manage social media, blogging, SEO, Google Adwords and ongoing consulting.

Results

Greater structure and synergy of the team, significantly improved internal efficiency, a more professional image, and first page ranking on several of our target keyword phrases.

From The Client

“Diane has fixed our internal policies/procedures and software to allow us to grow and maintain the quality that our clients love. She really is a miracle worker and understands accounting firms.”
Brian George, CFM, RIA