The Challenge

This firm transitioned from tax to advisory and faced:

• Inadequate Staff: Existing team lacked bandwidth to support growing clients.
• Inconsistent AR/AP: Clients’ billing cycles were falling behind.
• Loss of Focus: Partners were pulled into operational work.

Our Solution

We placed a full-time offshore accountant as a dedicated resource:

Embedded Bookkeeper

• Daily AR/AP tracking, invoice processing, and vendor reconciliations.
• Direct communication with client staff on Slack and Zoom.

CFO Support

• Built custom reporting packs for partner presentations.
• Created client cash flow models and budget vs. actual reports.

The Results

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

Key Takeaways

• Dedicated staff support enables scalable advisory services.
• Timely reporting strengthens client trust.
• Fractional CFO models thrive with back-office delegation.

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