Sales Trigger: Schlaupitz Madhavan Joins BDO Alliance USA

🚀 Battle Card: Schlaupitz Madhavan

• Ron Schlaupitz, Founder & Managing Partner

• This Schlaupitz Madhavan sales trigger signals a leap in service capabilities and national reach → Source

• Scaling client-service workflows to meet national and international demand

• Maintaining compliance and technical expertise across new markets

• Primary: CRM & workflow automation → Streamlined client onboarding & retention

• Expansion: Compliance automation & reporting → Reduced audit risk & faster close

• HQ: Troy, MI

• Employees: ≈ 120

• Rev: ≈ $25 M

• Website: smcpa.com

🤼 Competitive Intel

• Salesforce — CRM for professional services
• Unique edge: Ecosystem of integrations
• Evaluated by Partner Ops for client visibility

• NetSuite — Cloud ERP / financial management
• Unique edge: Built-in accounting & reporting
• Evaluated by Finance for consolidated financials

• Workday — HRIS & People Management
• Unique edge: Unified HR + finance data
• Evaluated by HR for talent analytics

• BlackLine — Continuous accounting & compliance
• Unique edge: Automated reconciliations
• Evaluated by Audit for control robustness

• DocuSign — Digital signatures & workflow
• Unique edge: Industry-standard e-signatures
• Evaluated by Operations for process acceleration

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑CRM & workflow automation to streamline client onboarding❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = ≈ TBD
COMPANY     = Schlaupitz Madhavan
DEPT        = Finance
SIZE        = ≈ TBD
BOTTLENECK  = scaling client-service workflows to meet national demand
EVENT       = Joined BDO Alliance USA
DETAIL      = BDO Alliance USA membership
PAIN        = scaling client-service workflows
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250909744243&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 120
REV_EST     = ≈ $25M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Finance

≈ TBD—noticed your Finance team is ≈ TBD.

That’s when scaling client-service workflows to meet national demand slows growth.

We helped ≈ TBD fix this with CRM & workflow automation to streamline client onboarding.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about BDO Alliance USA membership — scaling client-service workflows.  
CRM & workflow automation to streamline client onboarding. ≈ TBD.  
Quick chat?