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CASE STUDY

$1M+ Digital Revenue Growth for Major Accounting Firm

  • Multi-Practice Digital Strategy Development

  • Content-Led Growth Framework Implementation

  • Technology Optimization & Sustainable Systems Building

 

 

 

Client Overview

James Moore & Co is a $50 million Florida-based accounting firm serving multiple practice areas including construction, real estate, nonprofit, and healthcare sectors.

The Challenge

Despite being a well-established accounting firm with significant annual revenue, James Moore faced the challenge of scaling their digital presence and lead generation capabilities across diverse practice areas.

Key Pain Points:

  • Limited digital revenue generation despite strong traditional business

  • Inconsistent marketing approaches across different practice groups

  • Underoptimized technology systems hindering growth potential

  • Need for sustainable, scalable lead generation systems

  • Smaller average client sizes from digital channels compared to traditional referrals

 

Our Strategic Solution

Comprehensive Digital Growth Strategy

Ross Henderson, our Head of Consulting and Operations teams, led Winding River Consulting's strategic approach, developing a multi-faceted digital growth framework tailored specifically for professional services firms operating across multiple specialties.

Comprehensive Audience Segmentation

Rather than a one-size-fits-all approach, our team developed tailored strategies for each practice area—construction, real estate, nonprofit, and healthcare—recognizing the unique challenges and opportunities within each vertical.

Full-Scale Digital Launch Strategy

We implemented content-driven frameworks and optimized the firm's entire technology stack to create sustainable systems that could scale across all practice groups while improving lead quality and client value.

 

Key Deliverables

Multi-Practice Digital Strategy

  • Comprehensive digital growth framework for $50M+ professional services firm

  • Tailored niche strategies for construction, real estate, nonprofit, and healthcare practices

  • Competitive analysis and market opportunity assessment for each vertical

Content-Led Growth Implementation

  • Content marketing frameworks designed for professional services

  • Educational content strategies that establish authority in each practice area

  • Lead nurturing systems that convert prospects into high-value clients

Technology Stack Optimization & Systems

  • Complete technology audit and optimization recommendations

  • Sustainable lead generation and management systems

  • Client acquisition funnel development and automation

  • Performance tracking and analytics implementation

Revenue Growth Execution

  • Strategic campaign development and execution across all practice areas

  • Lead quality improvement initiatives

  • Client value optimization strategies
 

The Impact

Our strategic approach delivered exceptional, measurable results that transformed James Moore's digital presence and revenue generation:

  • $1+ Million in New Digital Revenue: Direct attribution to digital efforts in 2024

  • #1 New Business Source: Digital became the top source of new clients for construction, real estate, nonprofit, and healthcare practices

  • 224% Increase in Average Client Size: Digital leads generated significantly higher-value clients than previous digital efforts

  • Significant YoY Growth: Sustained growth across all targeted practice segments

  • Scalable Systems: Built sustainable frameworks that continue driving growth

james moore asset