Ron R. Rosenwasser

Business and Tech Aren’t Opposites. But in Practice, They Often Behave Like It.

I’ve spent the past years connecting the two — not to build something shiny, but to make everyday work easier, smarter, and drive results for clients.

Things that should be connected aren’t. Tools with potential are underused. People waste hours on things they don’t need to do. Not because they want to — but because no one stopped to fix it.

I started a tax advisory firm, but ended up building something else entirely:

Automated workflows. Integrated dashboards. Systems that reduce friction — for clients, and for our team.

It usually starts with noticing something that doesn’t add up:
Why is this still being done in five steps?
Why do we collect this info, then retype it elsewhere?
Why does no one see this until it’s already a problem?

If you’re asking similar questions (or just really like cats), we’ll probably get along.

01
Discover Potential
What’s being overlooked — by the industry, or internally — and why?
Where is friction tolerated, and what does the data point to as unnecessary complexity?
02
Check Feasibility on a ‘How’ Level
What would need to be in place to implement a solution?
How beneficial could it be, and how disruptive would it be to current operations?
03
Look for the Right Fits
It only works with the right tools, implemented by the right people.
A new tool should never support the same old process. The process should be rebuilt to use the tool’s full potential.
04
Full Throttle
Roadmap. MVP. Test. Launch. Celebrate.
A structured rollout — planned, tested, and designed to go live with clarity and confidence.

How I Approach Things

Client Portal Development
Creation of a web-based client portal that presents tax data in a way that actually makes sense for taxpayers. Development took one year, was entirely self-funded, and is based on dozens of CRM automations. An industry first — built to make tax management easier and more intuitive for users.
Data-Based Micro Adjustments
Collected internal casework data to find out where friction happens — in onboarding, file exchange, or advisor communication. This allowed for micro adjustments in specific processes. Start with the low-hanging fruit, then work your way up.
LTGP:CAC Automation
With automations calculating employee cost per case and linking to LTV, we established lifetime gross profit per client and identified how far ad spend could scale while staying within a healthy LTGP to CAC ratio.
High-Conversion Client Review Cycle
Built an automated, highly personal client review process — designed to feel intentional, not transactional. Led to industry-leading conversion rates and client satisfaction, without pushing or overselling.
All-In SEO Campaigns
In some sectors, content is either too shallow or too technical. But when speaking to individuals, the high-effort path is to bridge that gap — explain complex topics clearly, with visuals, examples, and stats. Done right, this can outrank even large players in organic search.
Giving People Space to Thrive
Lower hours, more holidays, full flexibility, competitive pay. When the right people are given space to grow — and guidance through it — they do their best work. The goal is not less work, but better work in better conditions.

Systems in Practice

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© 2025 by Ron R. Rosenwasser