CPA Firms · Regional Practice — California
Outsourced 40+ Client Books for a US CPA Firm
The Challenge
A California CPA firm was losing its bookkeeping team to retirement and couldn't recruit junior bookkeepers fast enough. 40+ small-business clients were waiting 30+ days for monthly closes, and the partners were spending nights on bookkeeping work instead of higher-value advisory.
Our Approach
We became the firm's white-label bookkeeping backend. We absorbed 40+ QuickBooks and Xero client files, assigned a dedicated 6-person US bookkeeping pod, and built a standardized monthly close workflow with the firm's branded deliverables.
The Result
Monthly close turnaround dropped from 30+ days to 48 hours. None of the firm's clients ever knew the work was outsourced — deliverables kept the firm's branding. The partners recovered 20+ hours/week of advisory time, and the firm grew its advisory practice by 40% the following year.