From Manual Chaos to a 52% Surge in Sales

How Brass Tax Transformed Its Operations and Brand to Scale With Confidence

The Challenge

Brilliant Expertise, Broken Systems

Brass Tax was a powerhouse in continuing education for tax professionals, delivering exceptional training for CPAs, EAs, and CRTPs. Behind the scenes, the business was straining under outdated systems and an invisible brand.

Even though their courses were loved, growth had flatlined.

Key challenges before partnering with Rockstarr & Moon:

  • Underperforming brand and website — their digital presence didn’t match their authority.
  • Manual operations — order management ran on spreadsheets, slowing growth and causing costly errors.
  • Perception gap — potential customers saw them as “just another provider,” not the credible industry leader they actually were.
  • Limited scalability — too much energy on administration, not enough on strategy and innovation.

They were stuck working harder instead of scaling smarter.

The Impact

Key Wins — At a Glance

✅ +52% Year-Over-Year Growth in Total & Net Sales

✅ +34% More Orders Processed

✅ +11% Higher Average Order Value

✅ +28% More Products Sold

✅ CRM automation replaced manual spreadsheets

✅ Streamlined checkout and customer journey

✅ Cohesive, high-value brand identity

✅ Sustainable growth system now driving ongoing results

The Turning Point

Building the Growth Engine

That’s where Rockstarr & Moon came in. Together, we rebuilt the foundation of Brass Tax, clarifying their brand, simplifying operations, and creating a business that could grow without adding chaos.

The Strategy:

Clarified and Elevated the Brand
Crafted a strong visual identity and message that matched their market-leading expertise.

Rebuilt the Website Experience
Created a clean, conversion-optimized site with simplified checkout and customer flow.

Integrated a Scalable CRM System
Replaced manual spreadsheets with automation and data accuracy — no more dropped orders or confusion.

Developed Strategic Funnels and Offers
Designed “Brass Pass” bundles and repeat-purchase systems that increased client lifetime value.

Enhanced SEO and Content Structure
Attracted more qualified leads and raised Brass Tax’s visibility with organic traffic.

This wasn’t just a rebrand. It was a total business transformation.

The entire team has been instrumental in the growth of our company, and their contributions are truly remarkable. While every member has been exceptional, I particularly admire Rachel and Jon.

We were nervous to hire them at first, but they made the entire process so smooth.

I LOVE YOU GUYS!!! THANK YOU!!!

Abby Guzman

Office Manager, Brass Tax Presentations

The Results

Record-Breaking Growth

Within 12 months of implementation, Brass Tax shattered its past performance benchmarks:

  • +52% growth in total and net sales year over year
  • +34% increase in total orders placed
  • +28% more products sold
  • +11% lift in average order value (AOV)

And behind the scenes:

  • Eliminated manual processes that drained team bandwidth
  • Cut fulfillment and data-tracking time dramatically
  • Empowered the team to focus on innovation and expansion

The result?
Brass Tax now runs like a scalable, modern education brand — not a spreadsheet-dependent hustle.

Damn bro. You guys are epic!

Thank you for taking care of us.

Ryan Reichert, CFP®, EA

CEO & Author, Brass Tax Presentations

The Transformation

From Operator to Strategic Leader

Before this work, the Brass Tax team was in constant reaction mode — juggling technical tasks and admin work instead of strategic growth.

Now, they have:

  • Predictable revenue and cash flow
  • Systems that run daily operations automatically
  • A brand that commands attention and credibility
  • Freedom to focus on innovation, partnerships, and scaling the business

They’ve become the category authority their market always needed them to be.

Why It Matters

The Bigger Win

This case study isn’t just about numbers.
It’s about freedom, scalability, and alignment.

When Brass Tax stopped trying to do everything manually and invested in structure, clarity, and positioning — everything changed.

They didn’t just grow revenue — they grew capacity, confidence, and time.

They built a brand and system that can thrive without them in every detail.

 

What This Means for You

If your company delivers massive value but your systems, offers, or brand aren’t reflecting that, the Brass Tax story proves what’s possible.

You don’t need more hustle. You need an irresistible offer and operational structure that scales your impact, not your workload.