Splitting a CPA Firm Without Disrupting Tax Season

October 22, 2026

Client Type –  Growing CPA firm that spun off half the company


Challenge – Needed a full technical strategy to divide the firm, this included infrastructure review, data review, and applications review. Strategy was then implemented within 1 month to not impact tax busy season.


Our Approach – We consolidated multiple data sources into a single database, cleaned and validated historical data, and performed structured analysis. We then built a dynamic dashboard that highlighted key financial and operational metrics, allowing the client to monitor performance in real-time and make informed decisions.


Outcome –  The client reduced manual reporting time by 70%, gained immediate visibility into profit margins per project, and improved forecasting accuracy. Management could now focus on strategic planning rather than data wrangling.

Building a Data Strategy for a Growing Small Business

October 22, 2026
How Gauldron gave a growing small business a scalable data strategy, with a full data audit, custom dashboards, and KPI tracking to support data-driven growth.

Custom Job Reporting for a Construction Firm

October 22, 2026
How Gauldron built standardized, automated ERP job reporting for a local construction firm, giving finance and executives consistent, actionable insight.