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Rodina Consulting
End-to-End Professional Services Transformation + Client Portal Enablement
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 10
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 18
Rodina helps accounting & consulting firms modernize scoping, resourcing, delivery, reporting & client collaboration. Our consultants pair end-to-end process expertise w/ Rodina Client Portal to improve client experience, cash flow, visibility & adoption.
Description
Rodina Consulting helps accounting and professional services firms run more efficiently, serve clients better, and scale with confidence. We combine deep professional-services business process expertise with cloud technology implementation experience to modernize the full client-to-cash lifecycle — from scoping, resourcing, and delivery through billing, payments, reporting, and client collaboration. Our consulting practice starts with process assessment, then moves through solution design, integration, data migration, training, launch support, and ongoing optimization. We focus on practical adoption, executive visibility, and measurable improvements in efficiency, cash flow, client experience, and operational control. Rodina Client Portal extends this work into a secure, branded client engagement layer. Firms can give clients easier access to billing, documents, and other role-based self-services while maintaining governance and professional digital experience. Whether your firm is replacing manual processes, improving delivery or launching a client portal, Rodina brings the business acumen, implementation discipline, and customer-success focus required to make the change stick.
Highlights
End-to-end professional services expertise: We help firms optimize the full operating model — sales, scoping, resourcing, delivery, finance, operations, analytics, and client experience — not just a single workflow or system.
Client portal enablement grounded in process: Rodina Client Portal supports secure, branded client self-service for invoices, payments, documents, notifications, and role-based access, implemented around the way your firm actually serves clients.
Consulting through customer success: From discovery and process design through implementation, integration, data migration, training, reporting, launch, and ongoing optimization, Rodina stays engaged until the solution is adopted and delivering value.
Provider Details
Rodina Software Corp
Berkeley, CA
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2017
Website
Phone
(510) 323-3742We partner with leading accounting firms and other professional service organizations to transform their operational capabilities through innovative technology solutions. Our firm specializes in designing and implementing enterprise-grade solutions that streamline operations, accelerate profitable growth, and enhance client experience. We've earned the trust of leading organizations by solving complex challenges. Most recently, we helped a top 50 US accounting firm, revolutionize their client payment experience using Rodina Client Portal to securely handle stakeholder management and invoicing. The portal ensures that information firewalls are maintained between stakeholders within a client organization while bills are still easily settled. In addition, our Rodina Client Portal delivers a comprehensive governed engagement layer — unifying document management, eSignature and contracts, collaboration, and AI-assisted workflows under a single, role-based access model. Built on Salesforce, it enforces information barriers, policy-driven approvals, and audit trails across every client interaction, giving firms the control and auditability that enterprise clients increasingly demand.
Geographic Focus
Shows the regions where the provider operates or has done business
Countries
United States
Languages
Supported Languages
English • Russian • Spanish