The Challenge

A mid-sized CPA firm catering to small business clients in real estate, hospitality, and retail faced major operational bottlenecks:

• Staff Shortages During Peak Season: Talent crunch made it difficult to meet client deadlines during tax season.
• Time-Draining Bookkeeping: High-value CPAs were spending time on routine bookkeeping.
• Workflow Inefficiencies: Multiple software tools were not integrated, resulting in manual errors and duplicate work.
• Limited Capacity for New Clients: Growth stalled as existing resources were stretched thin.

Our Solution

We implemented a full-scale back-office accounting partnership to empower their CPA team:

White-Label Bookkeeping

• Took over all monthly bookkeeping for 60+ client accounts across Xero and QuickBooks.
• Created SOPs to maintain consistency across different industries.

Tax Prep Support

• Provided end-of-year trial balances, reconciliations, and 1099 support for tax filing.
• Reviewed financials for accuracy before they reached the CPA’s tax team.

Offshore Staff Augmentation

• Added 4 dedicated offshore bookkeepers working U.S. hours during busy seasons.
• Provided bilingual support (English & Spanish) to serve diverse client base.

Workflow Automation

• Integrated Karbon + QuickBooks + Gusto for seamless handoffs.
• Set up standardized templates for client onboarding, reconciliations, and reporting.

The Results

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