Ron R. Rosenwasser

Tax-Tech Architect • Workflow Engineer • Cat Enthusiast

I fell in love with fixing broken customer journeys and not memorizing Swiss tax codes.

Back in 2017, competitors were drowning in paperwork, avoiding digital marketing entirely, and burdening their clients with cumbersome 20-page onboarding PDFs (many still do).

So, I imagined myself as the taxpayer:

  • What if onboarding took minutes instead of weeks-long email chains?

  • What if forms became intuitive dashboards—visual, self-explanatory, and always live?

  • What if automation handled the repetitive tasks, freeing advisors to focus purely on advice?

With that mindset, we built a premium-priced, comfort-first, clarity-driven service clients happily pay for—because each interaction clearly proves its value.

If you're ready to transform your service-based business, or if you're simply a cat lover, let's have a conversation.

A smiling man in a dark blue double-breasted suit, white shirt, and patterned tie, sitting with his hands clasped, wearing a watch, against a dark gradient background.
01
Discover Potential
What’s being overlooked — by the industry, or internally — and why?
Where is friction tolerated, and what does the data point to as unnecessary complexity?
02
Check Feasibility on a ‘How’ Level
What would need to be in place to implement a solution?
How beneficial could it be, and how disruptive would it be to current operations?
03
Look for the Right Fits
It only works with the right tools, implemented by the right people.
A new tool should never support the same old process. The process should be rebuilt to use the tool’s full potential.
04
Full Throttle
Roadmap. MVP. Test. Launch. Celebrate.
A structured rollout — planned, tested, and designed to go live with clarity and confidence.

How I Approach Things

Client Portal Development
Creation of a web-based client portal that presents tax data in a way that actually makes sense for taxpayers. Development took one year, was entirely self-funded, and is based on dozens of CRM automations. An industry first — built to make tax management easier and more intuitive for users.
Data-Based Micro Adjustments
Collected internal casework data to find out where friction happens — in onboarding, file exchange, or advisor communication. This allowed for micro adjustments in specific processes. Start with the low-hanging fruit, then work your way up.
LTGP:CAC Automation
With automations calculating employee cost per case and linking to LTV, we established lifetime gross profit per client and identified how far ad spend could scale while staying within a healthy LTGP to CAC ratio.
High-Conversion Client Review Cycle
Built an automated, highly personal client review process — designed to feel intentional, not transactional. Led to industry-leading conversion rates and client satisfaction, without pushing or overselling.
All-In SEO Campaigns
In some sectors, content is either too shallow or too technical. But when speaking to individuals, the high-effort path is to bridge that gap — explain complex topics clearly, with visuals, examples, and stats. Done right, this can outrank even large players in organic search.
Giving People Space to Thrive
Lower hours, more holidays, full flexibility, competitive pay. When the right people are given space to grow — and guidance through it — they do their best work. The goal is not less work, but better work in better conditions.

Systems in Practice

Get in Touch

© 2025 by Ron R. Rosenwasser