The Challenge

Mid-sized CPA firms during peak tax seasons faced growing pain points:

• Overburdened Teams: Staff burnout during busy seasons affected client turnaround time.
• Time-Consuming Cleanups: New client onboarding often involved months of disorganized books.
• Resource Gaps: Seasonal hiring was inconsistent and expensive.
• Client Communication Delays: Lack of updated reports caused delays in tax filing and consulting.

Our Solution

We became a plug-and-play extension of the CPA firm’s back office:

Year-Round Back Office Support

• Delivered white-labeled bookkeeping and reconciliations for the firm's clients.
• Created streamlined onboarding systems for new client accounts.
• Handled monthly and quarterly closes under CPA review.

Peak Season Staff Augmentation

• Deployed trained accountants during Q1 and Q4 for 1099s, W-2s, and year-end prep.
• Maintained task trackers, deadlines, and deliverables in sync with the firm’s workflow.

Quality Control & Reporting

• Ensured 99% accuracy in cleanup work.
• Delivered client-ready reports, schedules, and summaries for tax filing and advisory.

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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

• CPA firms benefit from scalable staff support during tax seasons.
• Clean, timely client books improve CPA efficiency and client satisfaction.
• Outsourcing routine work allows CPAs to focus on high-value advisory services.

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