Case Study
When your business is certifying professionals, you can’t afford system errors. BTN gave CTC the stability and clarity they needed to scale their program without tech drama.
The Client
Certified Tax Coach (CTC) is a national certification and membership organization serving hundreds of tax professionals across the U.S.
The Challenge
Billing was broken. Each month on the 20th, hundreds of members were supposed to be charged. But with QuickBooks, Keap, and manual processes all running in parallel, billing often failed entirely. Members went unbilled for months. Reconciling revenue was nearly impossible. The result? Over seven figures in lost and uncollected revenue, along with the uncomfortable task of asking members to pay back months of dues.
The BTN Solution
BTN rebuilt billing from the ground up:
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Consolidated systems into one clear, reliable automation.
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Implemented proactive reconciliation, showing exactly who paid, who failed, and who canceled.
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Flagged issues in real time — one month, when no charges ran, BTN spotted it within hours and had all clients billed in 24 hours.
The Results
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Billing now runs like clockwork on the 20th every month.
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Lost revenue risk eliminated.
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Seven-figure business stabilized with clean, auditable systems.
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CTC’s leadership now sees clear member metrics — new joins, cancels, failures — instead of guessing.
Takeaway
BTN turned CTC’s most dangerous liability — broken billing — into a rock-solid asset that protects revenue and reputation month after month.