The Challenge

A solo CPA with 100+ clients faced serious growth limitations:

• No Time for Client Growth: The CPA was doing everything from bookkeeping to client follow-ups.
• Missed Deadlines: Without help, client tax filings were pushed back.
• No Budget for Full-Time Staff: Hiring locally was too costly.

Our Solution

We became the CPA’s remote accounting assistant:

Bookkeeping Execution

• Took over all monthly reconciliations, classifications, and categorization.
• Cleaned historical files and set up recurring workflows.

Tax Prep Support

• Helped organize and review client documents via shared portals.
• Created working papers and summaries for faster CPA review.

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The Results

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

Key Takeaways

• Outsourcing empowers solo CPAs to scale without overhead.
• Delegating non-core work restores work-life balance.
• A remote team can deliver as effectively as local staff.

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