Ori’s Role:

AKD Consultants is a growing accounting firm serving individuals and businesses across multiple locations, with plans to continue expanding over the next several years. As the firm scaled, they needed stronger systems for client management, internal workflows, and consistent online visibility.

Ori supported AKD Consultants by managing their online presence and building a custom monday.com CRM to centralize client data, services, follow-ups, and invoicing in one place.