Company: Occams Advisory
Company Description: Founded in 2012, the firm provides Fortune 500-level expertise to small and medium businesses, specializing in integrated business advisory, tax planning, and capital solutions. Recognized for process innovation and social impact, it supports clients through sustainable growth strategies.
Nomination Category: Customer Service Awards Success Categories
Nomination Sub Category: Customer Service Success - Business Service Industries
 Nomination Title: Occams Advisory: Redefining Customer Service Excellence
- Briefly describe the nominated organization: its history and past performance (up to 200 words):
Total 174 words used.
Founded in 2012, Occams Advisory is a global professional services firm that caters to the unique needs of micro, small and medium businesses (MSMBs) by offering a comprehensive range of business, financial, and technology solutions. Occams’ mission is to simplify complex business challenges through tailored, integrated services, including strategic planning, tax advisory, and capital market solutions. Known for its “one-stop-shop” approach, Occams has consistently supported its clients’ growth through each business phase.
The firm’s history is marked by rapid expansion and innovation, as demonstrated by its seven appearances on the Inc. 5000 list and recognition on Fortune’s 2023 “Most Innovative Companies” list. Occams is ranked #25 nationally for process innovation, underscoring its commitment to efficiency and customer-centric service. Beyond business success, Occams is dedicated to social impact, contributing 1-2% of its revenue to charitable causes and funding educational initiatives for underserved communities worldwide. Led by a team of experienced professionals, Occams has helped clients achieve measurable growth while also making a tangible difference in communities, establishing itself as a trusted partner and industry leader.
- Which will you submit for your nomination in this category, a video of up to five (5) minutes, explaining the achievements since July 1, 2022 of the nominated organization, OR written answers to the questions? (Choose one):
Written answers to the questions
- Outline the organizations customer service achievements since July 1 2022 that you wish to bring to the judges' attention (up to 250 words):
Total 216 words used.
Since July 1, 2022, Occams Advisory has demonstrated exceptional customer service achievements, anchored in innovation, adaptability, and measurable client impact. First, Occams refined its service delivery through process innovation, earning it the #25 spot for innovation by Fortune. This focus has allowed Occams to enhance response times, reduce client onboarding processes by 30%, and deliver an unprecedented 98% satisfaction rate across all client engagements.
Occams also expanded its Business Services and Growth Incubation (BSGI) offerings to streamline essential services for clients, such as tax advisory, compliance, and human capital management, under one seamless platform. This holistic approach empowers clients by eliminating the need for multiple service providers, significantly simplifying client workflows and boosting productivity.
In response to economic pressures, Occams introduced a dedicated “Tax Credit Optimization” program to help businesses maximize savings through credits like the R&D and Employee Retention Credit (ERC). This program alone has generated over $5 million in tax benefits for clients, reinforcing Occams’ value in enabling client resilience and growth amid market challenges.
Moreover, Occams has fortified its commitment to social impact, supporting over 45,000 underserved individuals worldwide, and expanding community partnerships, which strengthens its client relationships. By blending expertise with empathy, Occams consistently exceeds client expectations, positioning itself as a leader in customer service excellence within the business service industry.
- If you are submitting a video of up to five (5) minutes in length, provide the URL of the video here, OR attach it to your entry via the "Add Attachments, Videos, or Links to This Entry" link above, through which you may also upload a copy of your video. If you are submitting written answers to the questions for this category, provide them in the spaces below.
- Reference any attachments of supporting materials throughout this nomination and how they provide evidence of the claims you have made in this nomination (up to 250 words):
Total 7 words used.
https://occamsadvisory.com/awards
https://www.occamsadvisory.com/testimonials
- Explain why the customer service achievements you have highlighted are unique or significant. If possible compare the achievements to the performance of other players in your industry and/or to the organization's past performance (up to 250 words):
Total 219 words used.
Occams Advisory’s recent customer service achievements are unique due to their blend of high-impact innovation, efficiency, and social responsibility—a combination rarely seen in the business services industry. Ranked #25 nationally for process innovation by Fortune, Occams is one of only a few firms that prioritize both seamless client experiences and operational efficiency. This focus on process enhancement has led to faster client onboarding (cut by 30%) and a 98% satisfaction rate, setting Occams apart from competitors whose service models often lack this level of efficiency and personalized client support.
The Tax Credit Optimization program, launched amid ongoing economic challenges, has produced over $5 million in savings for clients. Unlike traditional advisory firms, which may offer tax services in isolation, Occams integrates these savings strategies within a comprehensive advisory approach, driving sustainable financial outcomes that extend beyond standard compliance.
Occams’ dedication to social impact also differentiates it from industry peers. While many firms focus solely on client profitability, Occams has provided essential resources to over 45,000 underserved individuals across multiple continents, dedicating 1-2% of its revenue to global charitable initiatives. This social responsibility not only strengthens client loyalty but also enhances Occams’ brand as a value-driven partner. These achievements represent a leap beyond Occams' past performance, showcasing a refined strategy that balances client satisfaction, financial success, and community well-being.
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