The Challenge

A fast-growing CPA brand wanted to:

• Expand into offshore delivery without risking their brand.
• Standardize client experience across offices.
• Avoid Hiring Bottlenecks in major metros.

Our Solution

We helped them launch their white-labeled offshore division:

Full-Service Delivery

• Built and trained a 5-member team working under the firm’s brand.
• Handled full bookkeeping, AR/AP, reconciliations, and reporting.

Systemization & SOPs

• Created SOPs aligned with firm’s internal quality control.
• Delivered performance dashboards and SLAs.

The Results

After just six months of working with us, the business experienced tangible improvements:

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Key Takeaways

• White-labeled outsourcing allows brand continuity.
• SOP-driven delivery ensures consistency.
• Offshore teams reduce cost without reducing control.

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