Case Study

RY CPA: Growing a Practice and Refining Services with MarginEdge

RY CPA: Growing a Practice and Refining Services with MarginEdge

Pages 2 Pages

After years in a successful accounting and tax career in the Washington, DC area, Raffi Yousefian launched his own firm, RY CPA, in 2016, focusing on services for restaurant clients. Back then, his team dealt with a lot of manual data entry, inputting thousands of invoices in QuickBooks each month, often spending countless hours in the process. Fast forward to today when he has partnered with MarginEdge, which automates processing the routine paperwork, and his team now spends their time on value-added services to clients that directly impact daily operations. “It’s been a lifesaver,” says Raffi. “In 2019, CPAs don’t need to spend hours on tasks better handled by technology.” Raffi’s firm offers a full range of services to clients, from accounting and tax preparation, to bill

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