Kaufman Rossin Streamlines Data and Boosts Productivity Across Departments with Domo AI Platform

Kaufman Rossin Streamlines Operations and Data Management with Domo

Kaufman Rossin, Florida’s largest independent CPA and advisory firm and one of the top 50 accounting firms in the U.S., has improved its operational efficiency by adopting Domo’s AI and data platform. The firm uses Domo to unify its data sources, automate workflows, and optimize resource allocation across its departments.

Founded in 1962, Kaufman Rossin serves businesses worldwide with audit, tax, risk, and forensic advisory services. Before implementing Domo, the firm faced challenges from siloed data that slowed decision-making. Now, Domo’s platform provides a single source of truth, enabling the firm to allocate the right resources for its hundreds of clients effectively.

Improved Capacity Planning and Workflow Automation

Domo’s unified data platform helps Kaufman Rossin improve capacity planning and staff assignments. Custom AI and data products automate workflows, while financial metrics are tracked with greater accuracy. This setup also supports flexible work schedules, making resource management more agile.

According to Richard Salinas, COO at Kaufman Rossin, “Having a clear view of our data has transformed our entire organization. Every department uses Domo to monitor team capacity, project revenues, and identify trends that enhance business performance.”

Enhanced Decision-Making and Client Service

Mark Maughan, COO at Domo, highlights that Kaufman Rossin’s success lies in demonstrating how data integration improves operations for professional services firms. With a reliable, consolidated data source, the firm has strengthened its decision-making and elevated service quality for clients.

For operations professionals looking to streamline data and boost productivity, Kaufman Rossin’s approach offers practical insights on leveraging AI and data tools effectively.

About Kaufman Rossin Group

The Kaufman Rossin Group combines expertise in accounting, advisory, wealth management, insurance, and alternative investments. With over 600 team members and more than 60 years of experience, the group serves entrepreneurs, public companies, non-profits, and individuals globally. Their people-first culture has earned them a reputation as a Best Place to Work. Learn more at kaufmanrossin.com.

About Domo

Domo is an AI and data products platform that helps organizations prepare, visualize, automate, and distribute data solutions. It supports end-to-end data product creation, from data foundation to AI model deployment across multiple providers. This allows companies to build practical data applications that deliver measurable business results.

Discover how Domo enables businesses to improve operations and decision-making by visiting domo.com/customers.