- Firm Overview
Oaklyn Ridge Advisory is a boutique CPA firm based in the Pacific Northwest, serving startups, small enterprises, and family-owned businesses. With a team of six and a high-touch service model, they’ve built a loyal client base that values speed, clarity, and strategic guidance.
But as monthly reporting demands increased, the close process was slowing down – and partners were spending more time chasing numbers than giving advice.
- The Challenge
The firm’s internal team was manually preparing financial statements, cross-checking bank feeds, and running reconciliations – every month. It worked when they had fewer clients, but growth changed that. What used to be a 5-day close ballooned into nearly two weeks for some accounts.
They didn’t want to hire someone new just for closing – and they didn’t want to lose the control and accuracy their clients counted on.
- The Solution
Oaklyn Ridge brought in Accountably to streamline the back-end work while keeping full oversight in-house.
Accountably delivered:
- Results
In less than one quarter, Oaklyn Ridge cut its monthly close cycle by over half – and freed up senior staff to focus on client insights instead of spreadsheet cleanup.
faster close time
Reduced monthly close from 10+ days to just 4 – with no loss in accuracy.
internal hours saved
Freed up partner time by offloading reconciliations and prep work.
missed close deadlines
Every client report delivered on time since Accountably joined.
Speed didn’t come at the expense of quality. In fact, with more time available for review, Oaklyn Ridge improved the accuracy and presentation of their reports – leading to cleaner financials, better decision-making tools, and increased client satisfaction.
- What They Said
* We take our clients’ confidentiality seriously. While we’ve changed their names, the results are real.
- Takeaway
With the right support behind the scenes, even boutique firms can close faster, report better, and reclaim partner time – without hiring or losing control.
Looking to speed up your monthly close?
