The Challenge

This tax-only CPA firm was struggling with:

• Client Cleanup Bottlenecks: Many small businesses had over 18 months of missing or messy books.
• Delays in Tax Prep: CPAs had to clean books before returns could be filed.
• Limited Staff Bandwidth: Staff was spending 60% of time on cleanup work.

Our Solution

We provided dedicated offshore cleanup specialists:

Cleanup Excellence

• Historical bookkeeping reconstruction from bank feeds and scanned records.
• Rebuilt statements with 95%+ accuracy, audited by the CPA’s internal team.
• Delivered year-end-ready QuickBooks files.

Workflow Integration

• Aligned cleanup schedules with CPA client pipelines.
• Used standardized templates and naming conventions for consistency.

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The Results

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

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Key Takeaways

• Cleanup support reduces filing delays.
• Standardized file delivery makes CPA workflows more efficient.
• Offshore cleanup teams = cost-effective and accurate.

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