MGO + PracticePro 365
Streamlining Growth at One of the Nation’s Fastest-Growing Advisory Firms
Overview
MGO, a Top 100 CPA and business advisory firm, was in search of a unified, cloud-based solution to replace fragmented tools and improve operations across its growing national practice.
The Challenge
As one of the fastest-growing firms in the U.S., MGO faced increasingly complex operational demands—disparate systems, manual processes, and limited visibility into firm-wide performance. They needed a secure, scalable platform to centralize client lifecycle management and support continued growth.
The Solution
MGO implemented PracticePro 365 as their complete practice and project management solution. The all-in-one, cloud-based platform provided deep integration across CRM, billing, workflow, and analytics—streamlining operations and enabling real-time insights across the firm.
“PracticePro 365™ will allow us to streamline our processes throughout the client lifecycle, delivering a best-in-class team member and client experience. Beyond the efficiencies this system creates internally, PracticePro365 will provide us dynamic visibility into all aspects of our firm to improve productivity and grow revenue.”
Kevin O’Connell, CPA
CEO & Managing Partner, MGO
Results
- Unified platform replaced multiple software tool
- Improved client experience through lifecycle automation
- Real-time performance insights for better decision-making
- Scalable infrastructure supporting national growth
PracticePro 365 empowers MGO to scale efficiently without sacrificing control or visibility - driving profitability and elevating the experience for both clients and internal teams.
MGA + PracticePro 365