CPA Firm Achieves 4X Growth in 5 Years

Finsmart Offers Bookkeeping and Reconciliation Services

CPA Firm Achieves 4X Growth in 5 Years

Client Description : US-based CPA firm offering services nationwide

Services : Bookkeeping, accounting and taxes

Target customers : Small businesses

Grappling with Business Growth

Bookkeeping and reconciliations are rigorous, human-intensive and time-consuming activities. These are part of the CPA firm’s core business offering. The client was struggling to hire and retain qualified bookkeepers, and also keep pace with its growing business. Training and retraining resources was also taking up the client’s precious time, which would otherwise have been focused on growing its business.

Accounting SeatTM Service

The CPA firm got in touch with us to outsource its bookkeeping and reconciliation services, as part of our Accounting Seat service. With the help of our time-tested client onboarding process, we were able to start work in just three days. We assigned a dedicated team of four resources to get acquainted with the CPA firm’s accounting software and processes. Daily and weekly review calls with the client helped us understand its expectations and align our work accordingly. Our extensive review mechanism helped us deliver reliable and error-free output, following client timesheets and processes.
The CPA firm has been our customer for more than five years now. Outsourcing bookkeeping helped them to leverage their in-house resources for value-added services including accounting and tax advisory. The firm could channel its energy towards adding more clients, while we serve as their backend to effectively deliver bookkeeping services.

Business Benefits

  • The CPA firm increased its number of customers from 800 to 4,000 within five years.
  • Our services helped the client to scale their business by 5 X.
  • The client’s operating costs went down by 50%.
  • Qualified and trained resources were deployed within a week’s time based on the scaling needs of the client.
  • The client had the choice to scale “Accounting Seat” up or down based on the seasonal requirement of the business, eliminating the need to hire and keep more in-house accountants.
  • The CPA firm had to train our team lead only once; we entirely took care of training and retraining resources when needed.
Have Questions?


How does Outsourced Accounting work with Finsmart Solutions?

With new technology, working as your virtual/outsourced accountant/partner has become simple. You can opt for any of the following delivery models: Remote, Visit Based Or Dedicated Resource and we would be able to customize the solution accordingly. Our team is well trained to work on the accounting software of your preference ensure deliveries are met as per the set date plans.

What time zone you work in?

We have the flexibility to work in any time zone as preferred by the client, be it real-time, overlapping time or offshore time.

What is your cancellation policy? What if I prepaid for the year?

We want you to work with Finsmart Solutions because you’re happy with the service, not because you signed a contract. You can cancel anytime with one month notice period

Can I speak to someone who has or is working with you?

Yes of course! We want you to be sure that you are making right decision by choosing us and hence we would be glad to share our references with whom we are working with.
However this can be done post our initial discussions about your service requirements and our proposed service offering.

Let us do your books so you can run your business.

Contact us today to learn more

    Finsmart SolutionsHQ
    Electronica Finsmart Solutions Pvt. Ltd.
    1, Mandakini, S.No. 64/24,
    Income Tax Office Lane, Erandwane,
    Pune, Maharashtra -411004 INDIA.
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