Supporting a CPA Firm with Outsourced Accounting

Background:

A U.S.-based CPA firm faced bottlenecks during tax season, with over 70 clients needing immediate bookkeeping and reconciliation. Their in-house team was overwhelmed.

Challenge:

• Managing 70+ clients simultaneously.
• Tight deadlines (within 3 weeks).
• Risk of errors under heavy workload.

Solution:

The CPA firm partnered with Accountsly & Associates to outsource bookkeeping and reconciliation. We assigned a team of 12 accountants, each dedicated to a client group, and established strict quality and reporting protocols.

Results:

• Completed all 70+ client accounts in under 3 weeks.
• Maintained error-free reporting with 99.9% accuracy.
• Freed up the CPA’s partners to focus on advisory and high-value services.

Impact:

The CPA firm has since outsourced all recurring bookkeeping to us, improving their client satisfaction and doubling their practice capacity without increasing headcount.