C3 Evolution Group slashes proposal time by 75% and doubles cash flow with Ignition
By ditching legacy systems and embracing automation, C3 Evolution Group slashed proposal time by 75%, doubled its cash flow, and transformed its client experience, redefining what a modern, growth-focused accounting firm can achieve.
“Ignition completely changed the way we engage with clients. We’ve cut proposal time from hours to minutes, eliminated awkward money conversations, and scaled our business faster without adding overhead.”
— Garrett Wagner, CEO, C3 Evolution Group
Founded with a mission to help business owners thrive, C3 Evolution Group is a forward-thinking accounting and advisory firm specializing in tax, compliance, wealth management, and strategic business planning. Serving clients across the U.S., the firm blends deep technical expertise with a passion for elevating the client experience, helping businesses meet their obligations and unlocking new growth levels.
The challenge: Breaking free from legacy processes
When Garrett Wagner acquired C3 Evolution Group, he inherited a firm that was, in his words, “very legacy, very paper-based.” While the firm was built on solid tax and compliance work, Garrett saw enormous potential to move beyond traditional accounting into high-value advisory and wealth management services.
But first, the operations needed a reset.
Manual proposal creation, clunky onboarding, and time-consuming billing were draining valuable time and creating friction in the client experience. Staff were bogged down in admin work, and chasing payments was an uncomfortable and inefficient process.
“Accountants are not always great at having money conversations,” Garrett explains.
“Ignition gave us a way to automate proposals and payments so we could focus on delivering value, not chasing paperwork or checks.”
The solution: Automating for scale, efficiency, and client delight
Garrett was no stranger to Ignition—he’d been referring Ignition to other firms for years as a consultant and expert in the industry. So when it came time to transform C3 Evolution Group, Ignition was a natural fit.
With Ignition, C3 Evolution Group:
- Automated proposal and engagement workflows
Every client receives a clear, professional proposal with three tiered service options, setting expectations and value upfront.
- Collected payments upfront
By integrating payment collection into the proposal process, the firm eliminated the need to chase invoices, improving cash flow and reducing accounts receivable to near zero.
- Streamlined client onboarding
Proposals, engagement letters, and payment details are seamlessly handled in one platform, delivering a polished, modern client experience from day one.
- Standardized the client journey across packages
Whether clients choose the basic, mid-tier, or premium service package, they know exactly what they’re getting—and the firm knows exactly how to deliver it efficiently.
“Ignition’s automation isn’t just about saving time. It’s about creating a frictionless, elevated experience that signals to clients, ‘We’re not your typical accounting firm.’ That’s what opens the door to deeper advisory and wealth conversations.”
The results: Scaling growth without sacrificing client experience
The impact of Ignition on C3 Evolution Group has been profound:
- 75% faster proposal preparation
“What used to take hours now takes minutes,” Garrett says. “That time goes back into client strategy and growth.”
- 50% faster payment collection
With payment details secured upfront, the firm no longer chases payments. Admin staff can focus on higher-value work, and clients appreciate the seamless process.
- 2x improvement in cash flow
The combination of upfront payments and automated billing has transformed the firm’s financial health, enabling reinvestment into team growth and client services.
Perhaps most importantly, Ignition has helped C3 Evolution Group position itself as a modern, forward-thinking partner to clients.
“Clients immediately notice the difference. From that first touchpoint, they see we’re efficient, transparent, and focused on their success—not just ticking compliance boxes.”
A future-focused firm
Looking ahead, Garrett sees Ignition as central to C3 Evolution Group’s continued growth. With operations streamlined, the team can focus on expanding advisory services, delivering more strategic planning, and deepening client relationships.
“Ignition gave us the infrastructure to scale without adding complexity. It lets us live out the vision of a modern firm: tech-enabled, client-centered, and positioned for growth.”
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