The Challenge

The firm faced issues with:

• Inconsistent Book Closures: Clients had irregular reporting cycles.
• Partner Frustration: Partners couldn’t deliver advisory services with outdated books.
• Communication Gaps: Missed deadlines and deliverables.

Our Solution

We implemented a CPA-calendar-aligned bookkeeping model:

Structured Monthly Cycles

• Pre-scheduled close dates for all clients.
• Shared dashboards showing progress, blockers, and deliverables.

Staff Collaboration

• Weekly syncs with CPA teams.
• White-labeled reports and workpapers to match partner preferences.

The Results

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

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Key Takeaways

• Calendar-based bookkeeping improves delivery consistency.
• Partner expectations are met with real-time visibility.
• Outsourcing is most effective when integrated with internal teams.

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