How Sharma & Verma Associates Grew Revenue by 35% with Chartede
Sharma & Verma Associates · Mumbai
The Challenge
With 12 professionals managing 340 clients, Sharma & Verma was struggling to maintain visibility into team workload, track compliance deadlines, and collect outstanding payments. Important tasks were falling through the cracks and billing efficiency was poor.
The Solution
Chartede centralized all client data, automated compliance reminders, and linked task completion to invoice generation. Within 2 weeks, the entire team was onboarded and the compliance calendar was populated for all 340 clients.
The Results
- ₹28L in additional billing collected in Year 1
- 35% revenue growth through better billing practices
- Zero compliance deadlines missed in 14 months
- Team onboarding completed in under 2 days
- Outstanding collections improved from 68% to 94%
"Chartede has completely transformed how we run our practice. We used to spend 2 days every month just chasing clients for documents and sending reminders. Now the platform does it automatically."
CA Rajesh Sharma
Managing Partner · Sharma & Verma Associates
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