- Background
Briarstone Co. is a well-established CPA firm that recently acquired a smaller practice in a nearby city. The acquisition gave them access to a new client base – but also revealed a major issue: the books were a mess.
The acquired firm had inconsistent processes, outdated systems, and nearly a decade’s worth of disorganized financial records across dozens of client files.
- The Challenge
To successfully integrate the new clients and prepare for year-end compliance, Briarstone needed to clean up eight full years of transactional data, reconciliations, and reporting inconsistencies.
Their internal team was already focused on existing client work. Taking on this backlog in-house would delay other operations and put upcoming tax deadlines at risk. They needed external support, but trusted hands only.
- The Solution
Briarstone partnered with Accountably to clean, organize, and standardize financial records across the acquired client accounts, without slowing down their ongoing business.
What Accountably delivered:
- Impact Overview
Accountably helped Briarstone turn a messy handoff into a clean slate, quickly and efficiently.
years of records cleaned and reconciled
Historical data across client accounts fully cleaned in just 6 weeks.
client files standardized and organized
Brought consistency and clarity to decades of disorganized records.
internal hours saved
Freed up partner and staff time during a critical post-acquisition phase.
- What They Said
* We take our clients’ confidentiality seriously. While we’ve changed their names, the results are real.
- Takeaway
Acquisitions can bring in opportunity, but also operational baggage.
With the right support, Briarstone turned a backlog into a win and laid a solid foundation for long-term growth.
Have messy records or an M&A transition coming up?
