The stats: Growth, scale, and integration speed
- 5 acquisitions completed in 2025
- 2,000+ returns prepared annually (and growing)
- Faster integration by standardizing onboarding in TaxDome and pushing complete files into Juno for prep and review
The tech stack:
- Juno
- TaxDome
- ProConnect
“The time savings with Juno are huge. It standardizes how we get information into the tax return and lets us push higher leverage work down to admins, lowering the cost on simpler returns. When reviewers come into Juno to validate, they can fly through it. It just saves so much time.”
The situation: Scaling growth without sacrificing service quality
Acquisitions only work if you can absorb clients fast without breaking your workflow. CMPD was buying firms from retiring practitioners, often with hourly billing and inconsistent systems. The risk was simple: if clients did not get integrated quickly, service would slow down, margins would compress, and retention would get shaky.
As Evan Stich, explained: “We do just over 2,000 returns, and growing, and so in order to do that, we really need to get them into TaxDome as fast as we can. The integration process after we acquire a firm is key.”
What they did: Turning complexity into a repeatable workflow
CMPD treated integration like a workflow problem, not a staffing problem.
- TaxDome stayed the front door for organizers, practice management, and document storage.
- Once the file was complete and the workflow steps were satisfied, the team pushed it into Juno to speed up preparation and standardize how data moved into the return.
“Once we’ve realized that we’re good from a workflow perspective, the client’s given us everything, we can push it into Juno.”
What changed: Reallocating work to increase capacity and margins
The biggest shift was where the work landed.
CMPD used Juno to push more of the prep motion down to lower-cost personnel, while letting tax professionals focus on review, higher-complexity returns, and client conversations.
“Juno really helps us push down the work to just a lower cost personnel.”
That freed up time to protect the real ROI of acquisitions: planning capacity.
“You protect the revenue that you purchase, but really the ROI comes in by having the time to invest in the planning.”
Why it matters: Making growth strategies sustainable over time
When you’re stacking multiple acquisitions in a year, you do not have time to reinvent your process for every legacy firm. CMPD’s approach was to move clients into a single system quickly, standardize the workflow, then use Juno to accelerate prep and review once the file was ready.
It is not about doing more work. It is about making integration survivable so you can keep service quality steady while you grow.