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How MESA CPA Scaled from $20K to $400K in 4 Months

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Industry

Full Service CPA Firm

Challenge

Mesa CPA was taking on mostly one-time consulting projects that made revenue, hiring, and growth unpredictable

Results

380K in ARR in 4 months

Bottom Line Service

Growth Department Plan

$400K+
New ARR
45+
new customers
10X
ROI
300+
Hours Saved

Partnering with The Bottom Line has turned our practice into a scaling business

David Oliveros

Partner and CPA @ MESA CPA

The Challenge

Before partnering with The Bottom Line Company, MESA CPA faced two key challenges:

  1. Lack of Recurring Revenue: Their business primarily focused on one-time projects, which made revenue inconsistent and unpredictable. They lacked fixed packages that would ensure steady, recurring income.

  2. Growth Constraints: Relying mostly on word-of-mouth referrals, MESA CPA couldn’t grow predictably. The partners found it difficult to hire strategically, step out of daily operations, and build a sustainable business model.

The Solution

The Bottom Line Company tackled these challenges with a targeted three-step approach:

  1. Designed Fixed Packages: Collaborating closely with MESA CPA, we built service packages tailored to the needs of business owners at every stage of growth. This ensured long-term value for clients while maximizing profitability for the firm.

  2. Targeted Advertising for Ideal Clients: Using proven strategies developed from years of experience in the accounting field, we launched advertising campaigns to promote these packages. This generated a consistent flow of high-quality leads.

  3. Handled Sales to Free Up Time: We managed initial consults and engagement letters, giving the partners time to focus on onboarding new clients and expanding their team. By taking sales off their plate, we allowed them to dedicate more energy to scaling their operations.

The Results

In just four months, MESA CPA saw extraordinary results:

  • 45+ new clients onboarded

  • Over $400,000 in annual recurring revenue (ARR)

  • 10X return on investment (ROI)

This success enabled the partners to transform their practice into a thriving business. They hired a team of nine to support the influx of new clients, which allowed the owners to step out of day-to-day operations and focus on long-term growth.

MESA CPA’s journey demonstrates how the right partnership can accelerate growth and create a sustainable business model. By leveraging The Bottom Line Company’s expertise, MESA CPA achieved predictable revenue, expanded their team, and laid the foundation for ongoing success.

 

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