Company Profile

Kaizen did not need another standalone software product. Instead, they needed a unified ecosystem to support national growth, provide real-time visibility, and connect workflows directly to billing so that nothing would slip through the cracks. Kaizen needed to move beyond fragmented systems and toward a holistic system that connected every client, engagement, and dollar.

Other tools offered isolated workflow or communication features, but only Qount brought every element —workflow, billing, insights etc. —into one connected platform.

"Some of the other products were more standalone, like Karbon was mostly only client communication and workflows, and it didn't have all these other solutions that Qount had available” 

Kaizen began its phased migration in 2020 and fully implemented Qount across the firm by 2021.

Implementation Approach

Kaizen treated implementation as a major initiative. They assigned a dedicated internal champion to lead training and adoption. Partnering closely with Qount’s implementation team ensured a smooth rollout that adapted to Kaizen’s processes and client needs.

“Uday (Qount’s Co-founder & CIO) has almost felt like a member of our team. He set the tone from the start that they would do whatever was needed to make sure we were happy with the product.”

What They Implemented

Kaizen adopted all core Qount modules including connected workflows, billing, time tracking, document management, and client portals. The firm replaced six or seven separate systems, simplified technology management, reduced costs, and improved collaboration.

Since adopting Qount, Kaizen’s revenue has more than doubled. The firm did not simply grow its client base. It grew smarter. Improved visibility into what we they were doing and how much time they were spending gave leaders the confidence to price accurately and profitably.

Average client fees doubled because the firm finally had the visibility and confidence that the work was being delivered consistently to price their services appropriately. They could see exactly what work was being done, how long it took, and what it was worth.

Revenue per employee also increased. With better systems in place, team members could handle larger client loads without burning out.

“We have found hundreds of thousands of dollars in missed billings because we now operate in an ecosystem that connects workflows with billing.”

Hundreds of thousands of dollars. That's real money that was already earned but was previously never invoiced, simply because the old systems didn't connect the dots between work performed and invoices sent.

Qount’s automation ensures that every completed task flows directly into billing, closing the gap between work performed and invoices sent.

The firm replaced manual lists with real-time visibility into workflows and capacity. Accountability increased, and administrative burdens dropped significantly.

“We have moved from handwritten lists and route sheets to full visibility. There is a much better accountability system now.”

One of the most impressive achievements was Kaizen's successful transition from a local firm to a national, fully remote operation.

“Without Qount, we would have never been successful in trying to migrate to a national firm. It was monumental in that effort.”

Remote work requires systems that provide visibility, coordination, and real-time collaboration. Qount gave them exactly that. The firm was seamlessly able to adopt a remote-first culture, onboard a back-office team in India, and deliver consistent service to clients across the country.

For the Team

Staff can now manage larger workloads without added stress. They have automation, clearer priorities, and a single platform that supports their work.

For Clients

Modern portals and proactive communication improved the client experience. Turnaround times are faster, and with Qount’s AI keeping track of client sentiment, retention remains high even as fees increase.

That's not common. Usually, when you raise prices significantly, you lose some clients. But when you're also delivering better service and providing a smoother client experience, people understand the value.

Kaizen has already seen the benefits of an all-in-one ecosystem. Now that Qount is positioning itself as the leader in accounting AI with Qount Artificial Intelligence (QAI), Kaizen anticipates even greater returns. The firm plans to integrate predictive dashboards and capacity planning tools to further enhance efficiency.

“When our team logs in, we want Qount to predict what they should accomplish next. That is where we see the biggest efficiency gains ahead.”