The Challenge

A growth-stage CPA firm transitioning from compliance to advisory services struggled with:

• Too Much Time on Compliance Work: Bookkeeping, reconciliations, and tax prep drained bandwidth.
• Lack of Financial Insights: Clients wanted deeper financial analysis, but the firm lacked time to deliver.
• Manual Reporting: No standardized dashboards for clients — everything was done in Excel.
• Hiring Constraints: Couldn't find qualified local hires fast enough.

Our Solution

We delivered a hybrid offshore-onsite model to support the transition:

Compliance Offloading

• Took over end-to-end bookkeeping and tax prep for 40+ clients.
• Handled reconciliations, monthly closes, and audit-ready documentation.

Advisory Enablement

• Built dynamic KPI dashboards in Google Data Studio & Fathom.
• Provided monthly margin analysis and variance reports to CPA’s advisory team.

Staffing Scalability

• Dedicated 2 full-time offshore senior accountants.
• Allowed in-house CPAs to shift entirely to client strategy sessions.

The Results

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

‍Key Takeaways

• Compliance work can be offloaded to boost CPA productivity and shift toward high-margin advisory services.
• Dashboards and financial KPIs help CPA firms offer proactive insights to clients.
• Offshore accounting support scales capacity without increasing fixed costs.
• Integrated workflows (Karbon, Gusto, QBO) reduce friction and improve turnaround times.

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