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.

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.

Christopher Rivera 08/08/2023

Black Bull Accounting is a family-owned and operated firm based in Carlsbad, CA, run by Mark and Tiffany Torr. They own an accounting firm in which the growth came naturally through friends and family as clients. They also knew many of the surrounding businesses in the area which required tax assistance, resulting in referrals. As the positive reviews kept coming in on Yelp, organic growth rapidly increased business for the first five to six years.

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.