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.Read Book
Somerset CPAs is one of the top 100 accounting firms in the US, with over 250 employees across offices in Indiana, Tennessee, and Illinois. The firm faced significant staffing challenges and recognized the high cost of recruiting new employees in today's market.Read Book
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.Read Book
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.Read Book
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