Rasmussen Tax & Accounting runs 800+ tax returns a year, while keeping work-life balance with Ignition

Rasmussen Tax & Accounting combines the experience of a large firm with the personal attention of a small practice. Based in Iowa, the firm supports individuals and small to medium-sized businesses with tax, accounting, payroll, and strategic financial planning. Led by Jeff Rasmussen, CPA, the team draws on deep CFO and advisory expertise to deliver services that go beyond compliance, helping clients manage growth, minimise tax liabilities, and make confident financial decisions for the future.

With more than a thousand clients and a team equivalent to just five full-time staff, Rasmussen Tax & Accounting faced a familiar challenge: managing growth without burning out.

Before Ignition, there was no structured pipeline for new business. Client onboarding used manual methods like PDF forms and email. These got the job done, but as the firm grew, the need for a more scalable, consistent process became clear

The risk was clear: as the firm grew, inefficiencies would multiply, leaving Jeff spending more time on manual admin instead of high-value work — or worse, at the expense of his team’s well-being.

Ignition transformed the way Rasmussen Tax & Accounting handles proposals and onboarding.

Using Deals, Jeff now manages bookkeeping clients with clear, consistent packages that set expectations upfront. Clients know exactly what they’re signing up for — and that they’ll be paying right away.

Forms add another layer of efficiency, helping the firm capture client details and updates in a structured way, reducing errors and speeding up onboarding.

With proposals, billing, and onboarding all integrated, Jeff has removed multiple manual steps and ensured his firm can handle high volumes without losing control.

For Jeff, Ignition delivers more than operational improvements — it enables a way of working that prioritises balance over burnout.

Despite running 800+ tax returns a year, Jeff and his team stick to a schedule of 9–4 weekdays and 9–1 Fridays, all year round except tax season. That’s possible because Ignition has streamlined the firm’s most time-consuming processes, creating space for the team to work efficiently without endless overtime.

Just as importantly, Jeff sees Ignition as exceptional value for money compared to other tools.

By choosing not to grow at all costs, Rasmussen Tax & Accounting is building a practice defined by sustainable growth and strong client service — powered by Ignition.