Engineered CLARITY
Case Studies ~ CPA / Accounting Firms
Engineered CLARITY case studies for CPAs / Accounting Firms are not just for CPAs but also for everyone who would like to partner with them, but aren't sure how best to do so.
Why So Powerful?
CPAs / Accounting Firms want to help their clients but due to limited time, laws and guidelines CPAs need to be VERY CAREFUL in who they partner with and how they do so.
3 DNA's for SUCCESS
Engineered CLARITY uses all 3 DNA's to not only help CPAs but also assist every one of their business clients to see greater success.
~ Engineered CLARITY - click here ~
~ White Paper Library - click here ~
Great Questions To Ask
  • ​1. What Did I Learn:  What did I learn from going through this case study?
  • 2. What ACTION Will I Take?  From what I learned what actions will I take?
  • 3. What Do I Need To Learn NEXT? Always seeking to learn and grow more . . . what do I need to learn next?
Table Of Contents ~ Case Study Library
Ken Bucci - CPA ~ Boston
Stop Procrastination ~ click here ~ 
Matthew Rostollan - Owner ~ Chicago
Trust The System ~ click here ~ 
Chris Palermo - 
Mortgage & CPAs ~ click here ~ 
Jorge Herrera - CPA ~ San Antonio Texas
System Giving Me Time ~ click here ~ 
CPA Firm ~ Florida
Personality Masteries ~ click here ~ 
Getting Others To Lighten My Work Load
E-VA's ~ click here ~ 
Case Study ~ Boston
Do Not Procrastinate
Ken Bucci's firm Bucci & Associates out of the Boston area is one of the most amazing firms not only on the East Coast but also in the world.  
Why So Powerful?
Ken won't say it but others will . . . "Ken is one of the smartest CPAs on the East Coast."  Ken also not only says he cares about his employees and clients but actually takes actions to demonstrate that he really does care.  Ken is humble and openly admits when he's wrong, where he is weak and then goes about changing this.  
Ken has been a part of a number of CPA mastermind groups which have not only changed his business but the businesses of others as well.  ~ click here ~ for Ken's Recruiting, On-Boarding and Retention System
Ken was awarded Engineered CLARITY CPA of the year for 2018.  Ken shares how he realized in 2014 that he procrastinated far too much and it was hurting himself and his firm and was given a 1 minute MVP video. 
Manage Up & Out
  • ​1. What Did I Learn:  What did I learn from going through this case study?
  • 2. What ACTION Will I Take?  From what I learned what actions will I take?
  • 3. What Do I Need To Learn NEXT? Always seeking to learn and grow more . . . what do I need to learn next?

ActionVISION for Teams 

Often owners of companies get professional executive coaching for themselves, but not for their teams.  Ken cares so much about his team members that he invested into coaching for each team member . . . and found that it not only was great for them but also great for him as well.  
ActionVISION for Teams is all about helping each team member discover their own Life Vision and then connect everyone's life vision back into the company's overall vision.
We as CPAs often think that others need to learn to think differently . . . hmmm, but we maybe should think if Thinking Differently should start with us first?

What if . . . someone could help you and everyone of your team members discover your individual life vision in less than 20 minutes?  Would you be interested?

Case Study ~ Chicago
Profitable Partnerships
This Engineered CLARITY case study is a great example of the value of "Trusting The Integrity Of The System."  
Why So Powerful?
Matthew Rostollan is a great example of what's possible when we discipline ourselves to trust others.  The story of his accounting firm, seems too good to be a true story, but it is.  
Coffee Connections
Engineered CLARITY partners with many networks to help our members connect with one another.  Matthew's story is a great example of how. . . 
We can accomplish far more together than we ever could on our own."  
Often we as CPAs have a hard time trusting anyone . . . even ourselves at times.  Hmmm, I wonder if we "Trusted The Integrity Of The System" as Matthew did if we would learn to think differently . . . and then if maybe our employees would think differently . . . and then maybe our clients would think differently?  It all starts with us! 
Coffee Connections is NOT just another networking group.  Rather, it's a mastermind group where we as CPAs can not only learn how to get our business to run without us, to clone ourselves but can help our business clients to do the same thing.  
Case Study ~ Texas
Growing Together . . . 
This Engineered CLARITY brings together world thought leaders who share powerful best practices both from within the CPA industry and other industries as well.
Why So Powerful?
Jorge Herrera moved forward quickly on a Business X-Ray and everything started coming together from there.  Now he is hosting his very own Mastermind Seminars from San Antonio Texas.  
Mastermind Seminars
Imagine . . . being a CPA who loves people so much that it's hard to follow through on things . . . to being a machine in following through.  Engineered CLARITY is the engine that has helped Jorge, his wife and business partner Coco and his daughter who is soon to become a CPA to take their CPA firm to a whole new level of success.  
Join Jorge in his journey to offer so much more to his clients than "just taxes" or accounting but to help them engineer a BOS ~ Business Operating System which will be the engine to help everyone of his clients to also get their businesses to run without them. 

Segment 2 ~ click here ~
Segment 3 ~ click here ~
Mastermind Seminars is a connection to a worldwide network of not only CPAs but all types of businesses.  When we introduce our business clients to these events, it will grow our clients business which is great for them as well as us.  ~ click here ~ for the 12 topics.
Case Study ~ Florida 
Our Team Members Matter
This Engineered CLARITY case study is a real life example of how to apply Personality Masteries to your entire team.
Why So Powerful?
When we apply DNA for PEOPLE to our entire team, everyone on our team learns their own strengths and weaknesses, how to better work together as a team and how to better understand and bring value to clients.
DNA for PEOPLE
Engineered CLARITY uses the DNA for People, which is all about personalities to not only help CPAs but also assist every one of their business clients to see greater success.
~ Weekly Mastermind Calendar - click here ~
~ White Paper Library - click here ~
Great Questions To Ask
  • ​1. What Did I Learn:  What did I learn from going through this case study?
  • 2. What ACTION Will I Take?  From what I learned what actions will I take?
  • 3. What Do I Need To Learn NEXT? Always seeking to learn and grow more . . . what do I need to learn next?
LEVERAGE . . . The Course is one of many courses which assist CPAs and everyone of their business clients to better understand how get one's business to run in a more profitable manner while working far fewer hours.
Case Study ~ Philadelphia 
CPAs Make Amazing Partners
This Engineered CLARITY case study assists CPAs understand how vaulable they can be to all of their clients AND how by doing this, it can save CPAs a great deal of time and stress.
Why So Powerful?
Chris Palermo earned over $200,000 in partnering with CPAs and explains how he did this.  We as CPAs / accounting professionals, when we learn how valuable can be, can LEVERAGE this for everyone's mutual benefit.
~ click here ~ Segment 2
DNA for BUSINESS
Engineered CLARITY assists business owners and leaders learn how to partner with CPAs / accounting professionals for the mutual benefit to everyone.
~ Engineered CLARITY - click here ~
~ White Paper Library - click here ~
Great Questions To Ask
  • ​1. What Did I Learn:  What did I learn from going through this case study?
  • 2. What ACTION Will I Take?  From what I learned what actions will I take?
  • 3. What Do I Need To Learn NEXT? Always seeking to learn and grow more . . . what do I need to learn next?
What is BOS ~ Business Operating System?  Why is BOS so powerful in helping CPAs create new revenue streams without investing time or hiring new employees?  Complete a short series of online questions to discover how to get started.  
            ~ click here ~ 
Case Study ~ 
How To Get Others To Do The Work
Ken Bucci is back again for another amazing case study in how he has successful contracted with  E-VA's to build an LMS ~ Learning Management System and who that has changed the way Ken is approaching the building of his firm.
Why So Powerful?
Have you ever attended a seminar, workshop, read a book or been coached . . . where there was a great idea, you planned to implement but never got around to it.  Contract with        E-VA's who are certified and you will be amazed, as Ken shares in this case study.
DNA for LIFE
Do you ever feel like your life is out of balance?  Do you ever wish you had a lot more time and less stress?  As we learned in Ken's first case study, the key is to stop procrastinating and take action today . . . right now!
~ Engineered CLARITY - click here ~
~ White Paper Library - click here ~
Great Questions To Ask
  • ​1. What Did I Learn:  What did I learn from going through this case study?
  • 2. What ACTION Will I Take?  From what I learned what actions will I take?
  • 3. What Do I Need To Learn NEXT? Always seeking to learn and grow more . . . what do I need to learn next?
Segment 2 ~ click here ~ Q&A ~ click here ~
The 1st DNA within BOS is the DNA for PEOPLE.  We as CPAs often freely admit that we are not the best managers or the best in working with people.  The DNA for PEOPLE will help to change all that.  
The 3rd DNA within BOS is the DNA for LIFE.  We as CPAs . . . may at times . . . have a hard time keeping strong life balance.  The DNA for LIFE help us to learn to think very different which translates into a lot more free time.