How case studies for an accountant delivered high value
Panthera Accounting uses case studies for its accountant business to shed light on customer pains, reveal their journeys and position itself as a very different accounting firm.
It can be hard to stand out especially in crowded business services sectors, such as accounting. Case studies are a way to show those differences.
Panthera Accounting, an independent accounting firm based in Oxford, recognised the power of client case studies in showcasing their value proposition and helping potential clients understand the benefits of their services.
It has worked with Case Study Studio since 2021, completing six case studies in the next couple of years to illustrate their range of services. They have put them to work proactively ever since. In 2025, Remedy is at work on a further three.
Shedding Light on Customer Journeys
Panthera Accounting partners with Case Study Studio to highlight excellent customer experiences and illustrate different customer journeys.
By delving deep into the client’s experience, these case studies go far beyond brief testimonials, providing a comprehensive narrative that fosters trust and understanding.
Tory Wagg is the founder and MD at Panthera. She explains that these case studies provide her own team with more in-depth perspective and learnings than could possibly be gleaned in the limited time available during meetings. “Case study interviews create the chance for an in-depth discussion with a client about their experience, so they can tell the story” was how Tory viewed it.
By showcasing the positive outcomes and benefits experienced by previous clients, the case studies help potential Panthera clients envision their own business within that success story.
Showcasing expertise beyond compliance accounting
Panthera Accounting positions itself as a business and financial partner, offering services beyond compliance accounting.
Many businesses in their target group struggle to identify when they require management accounting support. The case studies serve as a bridge, providing tangible examples of how Panthera Accounting has helped businesses in similar stages.
Tory said: “A case study tells the whole story from beginning to end in a narrative form that brings a greater sense of trust.”
“If you are looking to invest in a new accounting service, you want to know that others have done so, why, what happened, and what the outcomes were. You want to see your own business in that story.”
Effortless Process and Ready-to-Use Marketing Assets
Creating case studies for an accountant or any other business can be a time-consuming endeavour, but Panthera found working with Case Study Studio almost effortless.
Tory appreciated the streamlined nature of the process: “The Case Study Studio process was far faster than I expected. It was super easy for us, especially with the time you spent understanding what was needed. It was slick and smooth, and you led us to get the value from it that we needed.”
She was delighted with the ready-to-use marketing materials, including promotional blogs and social media posts tailored to different platforms. They could leverage the case studies swiftly and effectively, saving time and effort.
“The fact that the case studies and accompanying items were ready for our marketing really mattered. We don’t have time to spend working out what to pick out from a case study, where to use it or how to repurpose it – but with Case Study Studio I didn’t have to spend my time, or pay anyone else, to make it usable.”
