Solo Practitioner · Rhea Tan, CPA
A solo CPA who ran her firm like a team of four
How a solo CPA scaled to 38 clients without hiring — by recording her own playbook once and letting it run.
6 weeks with DeskMate
What changed
38
Clients served solo
19
Hours reclaimed / week
0
Weekends worked / mo.
The engagement
IndustryAccounting · Solo practice
Team sizeJust Rhea
Time to valueDay 5: first skill in production
Xero Hubdoc Gmail Notion
“I went from turning clients away to running a real practice — by myself, with my evenings back.”
Rhea Tan — CPA, Tan Advisory
In one line
A one-person practice serving 38 SMB clients used recorded skills to handle bookkeeping, BAS, and end-of-month reporting without bringing on staff.