Scalable Outsourced Accounting for CPA Firm with Multi-Location Clients

Industry

CPA Firm (Multi-Location Business Clients)

Services Provided

Location-Based Reporting, Consolidated Financials, Payroll by Region

Location

Atlanta, Georgia

Engagement Duration

Since July 2023

The Challenge

The CPA firm supported multi-location restaurants, salons, and gyms and dealt with:

  • Unreliable Location-Level Books: P&Ls couldn’t be broken down by unit.
  • Payroll Complexity: Different states, schedules, and labor laws.
  • Client Growth Pain: Rapid expansion made bookkeeping chaotic.

Our Solution

We implemented a location-aware accounting system:

Multi-Unit Bookkeeping

  • Set up class and location tracking in QBO.
  • Delivered clean, comparable financials across locations.

Payroll Compliance

  • Managed Gusto and ADP payroll across multiple states.
  • Ensured compliance with overtime, PTO, and state taxes.

The Results

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

Metric Before After
Financial Visibility Blurry & Incomplete Location-Based P&Ls
Payroll Compliance Manual Errors 100% Automated
Expansion Support Reactive Proactive + Scalable

Client Testimonial

You help us stay ahead of growth. Clients with 3 locations now trust us to scale to 30.

Senior Manager, Franchise CPA Firm

Atlanta

Outsourced Accounting for Multi-Location Clients

Regional financials. Scalable support. Payroll done right.

Schedule a Free Consultation Today

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