From Hidden to High Demand
How Brass Tax Doubled Its Reach with a Modern Brand & Growth Engine
From outdated systems to a modern brand and CRM, Brass Tax Presentations achieved double-digit growth and a 52 percent increase in sales year over year.
Overview
Their digital presence was outdated, the customer journey was frustrating, and internal processes slowed growth. To compete in a crowded market and position the business for the future, Brass Tax needed a modernized brand, streamlined systems, and a scalable growth engine. That is when they engaged Rockstarr & Moon to lead a full transformation.
Impact
34% increase in total orders placed
11% lift in average order value
28% more products sold compared to last year
Transitioned from outdated spreadsheets to a CRM system, simplifying operations and improving customer service
Challenge
Brand Perception
Their outdated visual identity and messaging failed to reflect the authority and professionalism of their training programs. Prospects often viewed them as one of many course providers rather than a trusted leader in tax education.
Digital Roadblocks
The website was difficult to navigate and the checkout process created friction. Many potential customers abandoned their carts before completing a purchase.
Operational Inefficiencies
Behind the scenes, orders and customer data were managed through spreadsheets. This led to errors, wasted time, and a lack of scalability.
Market Pressure
Demand for continuing education was growing, but Brass Tax risked losing ground to more polished competitors if they did not improve both brand presence and customer experience.
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!!!
Solution
Rockstarr & Moon partnered with Brass Tax to build a brand and operational foundation that could support long-term growth:
Brand Refresh: Developed a cohesive, modern brand identity that reflected the company’s expertise and credibility.
Website Redesign: Created a streamlined, user-friendly site that improved course discovery, simplified navigation, and optimized the checkout experience.
CRM Integration: Implemented a robust CRM to replace spreadsheets, enabling the team to manage customer relationships and transactions with efficiency and accuracy.
Content and Funnel Strategy: Structured marketing funnels around course bundles and lead magnets, including their flagship Brass Pass, supported by optimized email campaigns.
SEO and Visibility Enhancements: Improved content architecture and search optimization to drive organic traffic and attract new audiences.
Thank you for taking care of us.
Results
The transformation quickly produced measurable impact. Within the first year, Brass Tax grew both total and net sales by 52 percent compared to the previous year. Orders increased by 34 percent and the average order value rose by 11 percent. Products sold climbed by 28 percent overall.
The transition from spreadsheets to a CRM reduced errors, simplified workflows, and freed up the team to focus on course development and customer engagement. Customers experienced a smoother, more professional journey from browsing to checkout, which fueled stronger loyalty and repeat sales.
Most importantly, the success has not slowed. Brass Tax continues to work with Rockstarr & Moon and continues to set new records, proving that the growth engine we built together is designed for lasting impact.
Before: An outdated brand, manual operations, and stalled growth.
After: A professional, credible identity with streamlined systems, record-breaking sales, and ongoing momentum.
Conclusion
Brass Tax Presentations’ journey illustrates the power of aligning brand, customer experience, and operations with business goals. The ownership transition provided the spark for a refresh, and Rockstarr & Moon delivered the systems and strategy to turn potential into measurable growth.
Today, Brass Tax is still working with us, still breaking records, and confidently positioned to keep expanding its influence in the tax education market.
Is your business ready for its next chapter of growth?
We’ll help you achieve impressive results today and build a foundation for enduring success tomorrow. Let’s turn your vision into momentum. Book a call today.