The 2025 Cover Unclunk Award Winner
The Unclunk Award is Cover’s model of “Agency of the 12 months”—a celebration of accounting corporations which have taken messy, disconnected processes and remodeled them into streamlined, trendy workflows. It acknowledges corporations that transcend progress and income to prioritize effectivity, consumer expertise, and crew well-being.
REB CPA stood out as a transparent winner.
From the second they adopted Cover, REB CPA made it their mission to make use of the platform with objective. Yearly, they overview what labored and what didn’t, evolving their methods to be quicker, clearer, and extra client-friendly.
They’ve streamlined consumer communication, centralized requests and file monitoring, and empowered their crew with full visibility throughout each venture and bill—all inside Cover.
Nevertheless it’s not simply the tech; it’s the way in which they use it to construct relationships. The crew prides itself on combining high-tech with high-touch service.
For his or her dedication to smarter methods, human connection, and steady enchancment, REB CPA earned this 12 months’s Unclunk Award, and we couldn’t consider a extra deserving agency.
Profile
REB CPA is a tech-forward accounting and tax agency primarily based in Arizona with a 15-person crew and a legacy spanning a number of many years. Led by founder Wealthy, the agency combines high-touch consumer service with high-efficiency methods, leveraging Cover to help distant work, streamline operations, and scale by means of six profitable acquisitions.
With a robust give attention to steady enchancment and consumer expertise, REB CPA has turn out to be a mannequin of how trendy corporations can develop with out the chaos.
From Clunky to Streamlined
For years, Wealthy, founding father of REB CPA, was caught looking for a greater apply administration resolution. Like many agency house owners, he cycled by means of clunky desktop methods and inflexible enterprise software program, attempting to cobble collectively an environment friendly workflow.
He began with spreadsheets, advanced to OfficeTools, after which tried Thomson Reuters’ cloud platform—however none of it caught.
“I used Thomson Reuters… it was horrible. I couldn’t get away from it quick sufficient,” Wealthy recollects. “Earlier than that was Workplace Instruments. It was a desktop utility, not web-based. It labored fantastic, however I used to be a rising apply and it simply was not versatile sufficient.” – Richard Bingaman, Founder
As a self-described “tech man”, Wealthy knew precisely what he was searching for: a cloud-based, absolutely built-in platform that might help his rising crew and eradicate the necessity for a number of disconnected instruments.
He discovered it in Cover.
In contrast to different distributors, Cover let him test-drive the platform earlier than committing—one thing that stood out instantly.
Three years later, REB CPA continues to be going sturdy with Cover on the core of its apply operations. What was as soon as a clunky and disconnected course of is now streamlined, scalable, and environment friendly.
“You guys hit the nail on the top along with your expertise, and that pleases me to no finish.” – Richard Bingaman, Founder
A Cradle-to-Gave Answer That Purchasers Love
When Wealthy got down to modernize REB CPA, his imaginative and prescient was clear: give shoppers one place to work together with the agency—from onboarding to last deliverables. No juggling portals. No guide workarounds. Only one streamlined expertise.
“I wished a cradle-to-grave resolution for my shoppers, Cover solved that downside.” – Richard Bingaman, Founder
With Cover, REB CPA discovered the end-to-end consumer expertise it had been lacking. Purchasers can add paperwork, signal engagement letters, talk with the crew, and entry last deliverables—all inside a single, safe portal.
“It actually helps us elevate our consumer expertise, it’s user-friendly, and so they can work together with us begin to end in Cover.” – Richard Bingaman, Founder
That ease of use has been a game-changer. Whether or not shoppers are tech-savvy or not, they’ve embraced the platform.
“What I’ve realized… is that whereas shoppers could also be utilizing a professional-looking portal, if it’s not organized, they’ll’t discover what they want. So we don’t simply throw information in. We make it simple for them to do enterprise with us.” – Richard Bingaman, Founder
By consolidating consumer communication, doc sharing, eSignatures, and preferences monitoring in a single system, Wealthy has created a contemporary, handy consumer expertise, one thing he sees as non-negotiable.
Scaling Sensible: 6 Acquisitions and Counting
Because the accounting occupation faces a wave of retirements, Wealthy noticed a possibility to not simply to develop REB CPA, however to supply shoppers of older, clunkier corporations a greater expertise. With Cover in place because the operational spine, REB CPA has now efficiently acquired and built-in six practices.
Every acquisition brings a whole bunch of recent shoppers and loads of operational baggage like outdated methods, incomplete consumer data, and scattered knowledge. Cover makes it doable to soak up these challenges with out derailing the crew’s workflow.
“This most up-to-date acquisition, I needed to add 800 contacts into Cover. And it was a snap. It actually was that simple.” – Richard Bingaman, Founder
He’s skilled firsthand how painful disorganized practices could be. In a single case, the prior proprietor offered a consumer checklist stuffed with outdated contacts, shoppers who hadn’t been lively in years.
However with Cover, as soon as that cleanup is completed, onboarding shoppers right into a structured, streamlined system turns into easy. And Wealthy is aware of the long-term payoff is price it—not only for his crew, however for the shoppers being introduced into a contemporary expertise.
“We’ve constructed what we really feel is a reasonably particular agency at REB CPA. And we’ve a possibility to plug extra shoppers into our structured strategy to how we maintain folks.” – Richard Bingaman, Founder
Customized Fields, Smarter Workforce
At REB CPA, delivering constant, high-quality consumer service depends upon extra than simply having the appropriate expertise. It’s about utilizing that expertise deliberately.
For Wealthy, one of many unsung heroes in Cover is the flexibility to create and handle customized fields. His crew makes use of them to trace every little thing from communication preferences to signature strategies, making certain that each crew member is aware of precisely tips on how to serve every consumer.
“We observe within the CRM facet of the database how shoppers like to speak—phone, e mail, portal. How do they wish to signal paperwork? E-sign, in individual, on paper? All these preferences are logged.” – Richard Bingaman, Founder
With crew members unfold throughout a number of states, Wealthy can’t depend on hallway conversations to share this type of element. As a substitute, Cover ensures the knowledge is true the place it must be: connected to the consumer report and accessible to anybody who wants it.
“As a result of we’ve a big crew, every crew member must know tips on how to work together with the consumer,” he mentioned. “So we use customized fields with the intention to observe these preferences. That means, any crew member can leap in and know precisely tips on how to work with that consumer.” – Richard Bingaman, Founder
By combining customized fields with a structured workflow, Wealthy has created an setting the place distant collaboration doesn’t sacrifice consumer service—and new crew members can ramp up quicker.
“It’s about leveraging the performance and adaptability of the Cover database to enhance the consumer expertise. And that’s only one instance.” – Richard Bingaman, Founder
Constructed for Accountants, Confirmed by REB CPA
REB CPA’s story isn’t nearly switching software program. It’s about constructing a wiser, extra scalable agency with folks and processes on the heart. Through the use of Cover with intention, they’ve streamlined operations, improved consumer relationships, and empowered their crew to do higher work with out the chaos.
They didn’t simply plug in a instrument and hope for the perfect. They made it a part of their technique, reviewing, refining, and bettering 12 months after 12 months. From managing acquisitions to personalizing consumer service with customized fields, each choice ties again to at least one objective: making it simpler for each shoppers and employees to succeed.
That’s why REB CPA earned this 12 months’s Unclunk Award. They’ve confirmed that once you pair the appropriate mindset with the appropriate instruments, you don’t simply develop. You construct one thing that lasts.
