When evaluating a complex tech stack feels overwhelming from the inside, an outside perspective can change everything.
Redwitz came in facing a familiar challenge: a tech stack that had grown over time without a unifying framework, and two significant roadmap decisions that needed answers.
Jennifer Riva had already tried leaning on peers, attending conferences, and working through it internally. But without a benchmark outside their own walls, it was hard to know what "good" looked like — or which direction to move.
"The problem is lack of efficiency and systems that do not connect to one another. I tried doing this myself and it is overwhelming. I don't have experience outside of our firm — it was too much to take in, bring back, and evaluate on my own."
— Jennifer Riva, RedwitzJoe conducted a focused review of Redwitz's technology environment and key operational areas — going beyond a software list to understand how the firm actually ran. That meant documentation, structured interviews across the team, and a prioritized view of where change would matter most.
Structured interviews across the firm to capture each team member's perspective — not just leadership's view.
A clear picture of what was working, what wasn't, and what the firm didn't know it didn't know.
A prioritized roadmap for the tax team — built around economic benefit, efficiency, and long-term technology goals.
Redwitz was evaluating a significant technology investment but wasn't sure which direction to take. When Joe walked Jennifer through how other CPA firms manage engagement letters and billing — and how those changes reduce risk and recover revenue — it reframed the conversation.
Hearing that other firms had already made these moves successfully gave Jennifer the comfort to stop deliberating and move forward.
"Having Joe be a part of the conversation with his knowledge in our industry helped me make the decision to proceed with the investment — and provided comfort that it was the correct choice."
— Jennifer Riva, RedwitzJennifer described the output as considerably more than anticipated — areas she knew needed attention, and some she hadn't seen coming.
Joe is extremely knowledgeable of the CPA firm industry and what good looks like. He is also mindful of our long-term objectives and how that fits into short-term action plans. Joe is confident and is a great listener. I'm excited about next steps in working with Joe and the value he will bring to our firm.
Redwitz · Chief Operating Officer
If you're trying to evaluate your tech stack or move forward on something complex, an outside perspective helps — especially one that knows this industry.
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