Business We Helped

A CPA firm specializing in corporate accounting, taxation, and strategic performance management, serving businesses across South Louisiana.

The Challenge

The firm’s aging phone system was unreliable—frequent outages made it difficult to stay in touch with clients, especially during the busy tax season. With dropped calls and no modern features, the system risked hurting their client service and reputation. They needed a fast, cost-effective upgrade to a more reliable and feature-rich communication platform.

Our Approach

CBM Technology stepped in with a plan to transition the firm to a converged VoIP phone system. By utilizing their existing network infrastructure, we eliminated the need for expensive rewiring while providing advanced features the previous system lacked. Our team also provided hands-on training to ensure staff could easily navigate the new system.

Outcome

The CPA firm now enjoys clear, reliable communication with clients, reduced system downtime, and increased productivity during tax season. With modern VoIP features, they’ve improved their responsiveness and service quality—without adding to their IT burden.

Related Case Studies