Their operational blueprint completely transformed how we manage clients, freeing our leadership to focus on strategic growth.”
Taxaroo
“
Martin Gomez
CEO, Taxaroo
56%
Year-over-year improvement in operational efficiency
70%
Growth in enterprise clients
2.5x
Increase in overall user signups
We helped Taxaroo achieve $4M in ARR by building a 20-person team and seamlessly handing off day-to-day operations to a chief of staff.
Overview
Taxaroo provides streamlined tax filing and advisory services, catering to both small businesses and individual clients. Initially understaffed and lacking a robust operational framework, Taxaroo sought to stabilize its processes, scale its customer base, and create a sustainable revenue model driven by recurring subscriptions.
The Challenge
Build an internal operations team from the ground up
Automate client onboarding and routine workflows
Implement a scalable subscription revenue model
Maintain quality and compliance standards amid rapid growth
Transition daily management to a newly appointed chief of staff
Services
Operational Strategy & Team Building
Subscription Model & Pricing Optimization
Automation & Workflow Implementation
Paid Acquisition & Digital Marketing
Analytics & Conversion Rate Optimization
Lifecycle Marketing & Email Nurturing
Strategic Handoff & Training
Approach
Ensured Taxaroo’s user experience, from website to support touchpoints, consistently reflected reliability and expertise.
Deployed tracking systems for lead sources, onboarding funnels, and recurring revenue metrics to inform data-driven decisions.
A/B tested sign-up flows, content marketing pieces, and paid channels to reduce friction and boost subscriber conversions.
Developed email and in-app nurturing sequences that guided new clients from initial sign-up to recurring subscription tiers.
Generated educational resources on tax regulations and financial best practices, building trust and positioning Taxaroo as an industry authority.
Introduced proactive outreach and VIP support for high-value accounts, reducing churn and maximizing recurring revenue.
Results
Taxaroo’s streamlined operations and a 20-person team delivered $4M in annual recurring revenue. Operational efficiency improved by 56% year over year, thanks to workflow automations and clear SOPs. The platform experienced a 70% upswing in enterprise clients, driving a 2.5x increase in overall user signups. Once the foundation was set, leadership transitioned routine management to a newly appointed chief of staff, ensuring Taxaroo’s growth momentum continued uninterrupted.
56%
Year-over-year improvement in operational efficiency
70%
Growth in enterprise clients
2.5x
Increase in overall user signups
Performance Visualized
Top Creative Performers
Squad
Queenie Leung
Sr. Growth Strategist
Isabel Bellino
Growth Strategist
Jared Glassman
Growth Marketing Manager
Sarah Murphy
Growth Marketing Manager
Marina Chilingaryan
Brand Strategist
Helena Yang
Creative Lead
Gianna Del Monte
Growth Strategist