At Shreeve Landry CPAs, success is not nearly numbers—it is about relationships, communication, and effectivity. Throughout a current dialog with Liz Scott, Travis Landry, CPA, shared how his Utah-based agency leverages Cover to handle a powerful 2,200-client workload with a crew of simply 11 core workers members. What got here via clearly of their dialogue was a mix of ardour for consumer service and a dedication to operational excellence.
Constructing a Agency with a Private Contact
Travis’s journey began humbly in 2012, taking up tax work for family and friends whereas working full-time in public accounting. By 2018, what started as a facet hustle remodeled right into a full-time enterprise with a rising crew. “We emphasize connecting with our shoppers and educating them,” Travis defined. “Nothing makes me extra excited than when a consumer desires to know their taxes.”
The agency’s method goes past transactional tax preparation. “I like to assist [clients] see the circulate of how choices they make all year long impression their backside line,” Travis stated. It’s about demystifying the method and making a relationship the place shoppers really feel knowledgeable and concerned.
Discovering the Proper Expertise Match
Because the agency grew, Travis acknowledged the necessity for expertise that would deal with the challenges of managing a distributed crew and a big consumer base. That’s when Cover entered the image.
“We began with Cover in 2018, searching for a consumer portal system that allowed safe two-way entry,” he shared. “Nevertheless it’s advanced into a lot extra—a seamless workflow administration software that’s change into the heart beat of our agency.”
Travis highlighted the game-changing impression of consolidating programs. “Much less logins, much less passwords. The crew is extra organized, and we’ve bought entry to knowledge in a single place,” he stated.
Standardization and Effectivity with Cover
One standout characteristic for Travis is Cover’s means to standardize processes. “We’ve arrange an inside management of two weeks from the time we get all the pieces from our shoppers to having their taxes filed,” he famous. The crew makes use of Cover to trace duties, begin dates, and deadlines, guaranteeing effectivity and transparency.
Travis additionally emphasised the worth of Cover’s annotation instruments. “Tick marks are necessary, however generally they don’t inform you a lot. Cover lets my crew depart notes with context—the place they entered numbers, questions that they had—so there’s much less guesswork and extra pace,” he defined.
Thriving By means of Challenges
The pandemic was a real take a look at of resilience for a lot of corporations, and Shreeve Landry CPAs rose to the problem. “COVID confirmed us the power of being early adopters of expertise,” Travis stated. “We had been already utilizing consumer portals and video conferencing, so the transition to distant work was seamless.”
Trying forward, Travis sees Cover as a key companion in navigating the rising calls for on accountants. “The occupation is shifting, with fewer folks coming into the sphere however extra needing providers. Instruments like Cover are important for managing progress and staying environment friendly,” he concluded.
Key Takeaways from Travis Landry:
- Shopper Training is Essential: “Nothing makes me extra excited than when a consumer desires to know their taxes.”
- Effectivity By means of Standardization: “We observe duties, deadlines, and notes in Cover, guaranteeing a two-week turnaround for tax returns.”
- Adapting to Change: “Expertise like Cover helped us climate COVID seamlessly, protecting us linked and environment friendly.”
- Plan for Development: “Get on the bandwagon early. You’ll want instruments like this to deal with the rising demand for accountants.”
Shreeve Landry CPAs is proof that the right combination of consumer care and operational excellence—powered by instruments like Cover—will help corporations thrive in an ever-evolving business. In the event you’re seeking to streamline your processes, cut back your tech stack, and create lasting consumer relationships, Cover may simply be the answer for you.