Business at BradyRenner skyrocketed seven years ago after acquiring a smaller practice — effectively doubling the firm’s size overnight. Prior to this, BradyRenner maintained a small circle of dedicated clients and a reputation as a “mom-and-pop” sole proprietor operation. The CPA team needed to quickly advance into uncharted territory and establish a more sophisticated marketing presence to accommodate their now larger audience.
This years-long growth journey was met with other challenges, as well. The drastic economic effects of Covid-19 necessitated changes to the U.S. tax system. In the previous eighteen years, there were only two major tax law alterations — but three new tax updates occurred in the space of just eighteen months following the onset of the pandemic, leaving small businesses with questions about how to move forward.
The beginning of 2020 also proved challenging for client-firm relationships across the professional services sector. Many other accountants, attorneys, bankers, and other firms lost business or liquidated because they were unable to provide the client communication necessary to navigate this unprecedented time. BradyRenner’s objective was clear: find new ways to ensure that their clients felt supported and educated on dramatic changes in the financial landscape.
BradyRenner first became interested in Wendt Partners after coming in contact with one of the growth solutions provider’s previous accounting firm clients. With an excellent website, crisp logo work, and other digital elements, BradyRenner’s competitor was able to promote their industry advantages and capabilities to convey a large industry presence despite their smaller physical size.
BradyRenner took note and began their rebranding journey in suit. Wendt Partners implemented their one-of-a-kind Business Growth Stack and performed a complete upgrade of BradyRenner’s marketing and brand strategies. They stormed out of the gate with a brand-new website, logo, print elements like business cards and a capabilities brochure, and even new email signature designs. The whole process was strategically implemented over a year-long roadmap. And that's not all:
To further support BradyRenner clients, Wendt implemented frequent email alerts and an intuitive meeting scheduling system. BradyRenner was able to showcase one of their strongest points — their dedication to cultivating client relationships — by being there for clients when they needed it most.
When BradyRenner expressed the need for more streamlined bookkeeping and accounting processes, the Wendt Partners team researched, located, and implemented a workflow software specifically designed for accounting firms to give BradyRenner the greatest possible advantage — a testament to their adaptability.
The last seven years with Wendt Partners have proven instrumental for BradyRenner’s continued success and industry presence growth on the east coast. The firm has reached a stable point in its life cycle where it can be confident in its continued organic growth. The BradyRenner team knows that they can rely on Wendt Partners to help create and distribute helpful content and industry news to their clients, cultivate a regular schedule of timely and educational events, find new client leads and potential small business industry verticals for the firm to provide financial services to, and maintain the reputation for excellent service that BradyRenner clients expect and appreciate.
For over 25 years, Wendt Partners has been at the forefront of B2B business growth and development. Our team will help you find innovative solutions to your most pressing needs and challenges, from branding and marketing to HubSpot CRM implementation. Contact us using our online form or over the phone today to get started.
BradyRenner CPAs has a clear vision for the small business financial experience. Situated in the Baltimore-Washington corridor, this public accounting firm provides outsourced accounting, financial advisory, and tax preparation services to small businesses across all industries, from healthcare to retail. They seek to make the financial world as easy as possible to navigate for each of their client partners by adhering to four core values: active response to client needs, approachability, consistent availability, and accountability.
Matt Brady, CPA, has served as president at BradyRenner since 2009. Under his leadership, the firm seeks new ways to grow while maintaining its reputation for excellent, personalized financial services.
BradyRenner traditionally hosted many in-person events — including an annual dinner for the firm’s professional referral partners and an in-office open house for clients. However, Covid-19 put a pause on these plans.
Wendt Partners took the opportunity to not only transition BradyRenner event planning to the online space, but to do so in a way that helped solve another significant concern: pandemic-era tax law changes. An instructional webinar series about these updates established a precedent of ongoing virtual communication with clients and educational content delivery.
“Wendt Partners has never tried to force us into a program ‘box’ that they’ve created,” remarks Brady. “They’ve always been willing to really look for what is unique to us, what we need, and how they can use their expertise to help support that.”
From 2015 to the present day, BradyRenner has grown to four times its original client base size and reaches more industry verticals than ever before.
“While I can’t quantify how much of that growth was directly the result of our relationship with Wendt Partners,” says Brady, “I know instinctively that they were a big part of it. We wouldn’t have gotten to where we are now without them.”