What was the situation?
The firm’s small-business client base was growing faster than it could hire qualified staff in the US. Busy seasons stretched the team, and turning work away was becoming routine.
What did we do?
We started with a pilot on a small set of client files, agreed review points and turnaround times, and worked inside the firm’s own systems under its name. Once the pilot met the firm’s quality bar, the team grew to cover bookkeeping and month-end close across a larger part of the client base.
What was the result?
The firm now takes on new clients without adding the same number of staff. Offshore finance for CPA firms is now run through our dedicated portal, Offshore Accounting Hub.
◇ Add numbers (clients served, hours per month, turnaround) if the firm agrees.