Case Study: JRBT
Improving profitability in one year with CPAGrades
The challenge
JRBT’s critical performance data lived in spreadsheets and disconnected systems. Getting a complete view required manually pulling reports from multiple sources, stitching them together in Excel, then hoping the snapshot stayed relevant long enough to act on it.
This lack of real-time visibility made it difficult to quickly identify top performers, set firm-wide expectations, and spot underperforming client relationships.
The Todata solution
In November 2023, Todata integrated JRBT’s existing data sources into CPAGrades, establishing a single, live dashboard built for CPA firm leaders. Implementation took two weeks. No migration or data entry was required.
The results
Today, JRBT leaders use CPAGrades every day to manage firm performance and drive profitability. Within the first year, CPAGrades:
Within one year, JRBT significantly accelerated AR collection and strengthened overall profitability.
The client
JRBT is a full-service accounting firm providing tax consulting and compliance, audit and assurance, client accounting, and a broad range of professional services.
Location: Waco, TX
Size: 100+ employees
Web: jrbt.com
Within one year, JRBT significantly accelerated AR collection and strengthened overall profitability.
“The ability to see our data in real time has been illuminating for making decisions based on true information instead of gut feeling. The Todata team has been incredibly responsive and willing to help us implement our visions for what we want to see.”
James Beard
Shareholder, JRBT
Know exactly what to prioritize.
Make data-driven decisions
With real-time data at your fingertips, Todata helps you make informed decisions about resource allocation, job profitability, and growth strategy.
Efficient. Productive. Profitable.
Access vital metrics instantly across your entire business, all without any extra data entry.
Build stronger relationships
Bid and respond faster to inquiries. Make it easier for your leaders to manage operations.
Todata Analytics helps growing businesses turn complex data into clear decisions. We build real-time dashboards and analytics solutions that connect to your existing systems, with no disruption to your workflow. Based in Omaha, NE.
email. sales@todata.com
3555 Farnam Street, Suite 303, Omaha, NE 68131
