Case Studies

Shawn Parikh 29/11/2023

Transform your accounting and tax firm into a hyper-profitable powerhouse with our strategic approach. Tackling challenges like low margins, overworked teams, and client service issues, we've devised a plan integrating a dynamic 70% offshore and 30% onshore team structure. With a detailed roadmap, clear strategy, and investments in technology, we empower your firm to thrive. Our solution includes process documentation, a robust tech stack, strategic offshoring, and a focus on client advisory services. Experience increased efficiency, stable staffing, and competitive pricing while positioning your firm for sustained growth. Join us on this transformative journey, where onshore and offshore teams seamlessly collaborate for success.

Mike Goossen, CPA 08/08/2023

Summit CPA is an Indiana-based CPA firm that provides Virtual CFO Services to mid to large-size businesses, including business tax planning and financial forecasting. They also perform 401(k) audits. Summit worked with clients of a certain size and not ultra-small businesses. Summit CPA had 50 onshore staff members working virtually from all over the US.

Christopher Rivera 08/08/2023

Acktify is a small business that purchases goods from distributors across the United States and sells them directly to consumers through online marketplaces. With a high-volume, low-margin business model, Acktify currently serves customers in the USA & Canada via Amazon, eBay, Walmart & Jet.com.

Christopher Rivera 08/08/2023

Jenny is a CPA and solo owner of a small firm based in Houston, TX. She primarily caters to small businesses in the local area and help them with Accounting, Tax Preparation and CFO support services. Jenny and her team of 9 people (Texas and India) are not your normal firm. They take ideas and implement them fast.