How K & A Mobile Tax Services moved 85% of client work online and scaled with Moxo

In this episode of The Process Orchestrators, hosts Naz Ahmed and Christy Lamberjack sit down with Kesha Norman-Young, Co-owner of K & A Mobile Tax Services, to uncover how this Houston-based, all-woman tax firm transformed its business by moving 85% of client work to a secure, mobile-first platform.

Discover how Kesha and her team:

• Centralized all client communications and document collection into one secure portal, eliminating scattered emails, texts, and paperwork.
• Streamlined workflows with automation—from onboarding to signature requests—freeing up staff to focus on client service and business growth.
• Enabled flexible, remote work for a team of working moms and contractors, while supporting clients virtually and in person.
• Improved transparency and accountability with real-time progress tracking, audit-ready documentation, and instant notifications.
• Built a thriving, supportive workplace where family, community, and professional growth go hand in hand.

Kesha shares how K & A scaled from a kitchen-table side hustle to a multi-location business serving hundreds of individuals and small businesses—all while maintaining the personal touch and trust that clients value most.

Get inspired by a story of entrepreneurship, sisterhood, and digital transformation in the tax industry.