By outsourcing bookkeeping and tax support, the CPA firm optimized operations, reduced costs, and focused on high-value advisory services—leading to sustainable growth.

  • Client: Harborview Accounting & Tax Advisors LLC
  • Industry: Public Accounting & Tax Advisory
  • Location: Chicago, Illinois
  • Company Size:  30+ employees

    Annual Workload

    • 1,200+ tax returns per year

    • 300+ monthly bookkeeping clients

    • 150 payroll clients

  • Engagement Model

    • Dedicated offshore team of 4 accountants

    • Time zone overlap for real-time communication

    • Monthly fixed pricing model

    • Secure data handling (VPN + NDA + cloud accounting tools)

A mid-sized CPA firm in the US was struggling to manage increasing tax and bookkeeping workloads during peak season. The firm had limited staff, rising operational costs, and delayed client deliverables, which affected client satisfaction and growth opportunities.

Challenges

  • Heavy workload during tax season

  • High labor costs for bookkeeping tasks

  • Inconsistent financial records from clients

  • Delays in monthly close and tax filing deadlines

  • Limited internal team bandwidth to scale

We provided a dedicated offshore tax and bookkeeping support team with the following services:
Monthly bookkeeping (QuickBooks & Xero)
Bank & credit card reconciliations
Preparation of tax-ready financial statements
Workpaper preparation for tax filings

Client Testimonial:

“The offshore team transformed our bookkeeping and tax workflow. We were able to scale faster while maintaining quality and profitability.”

Alex- Managing Partner, CPA Firm