Accountably felt like an invisible engine powering our growth.
Regional CPA firm
- IndustryAccounting
- LocationUnited States
- WebsiteWithheld under NDA
A regional CPA firm was losing clients to tax-season capacity limits. With Accountably, they built a dedicated offshore team, starting with two or three people and scaling to 12 placements as trust grew, with zero in-house hires.
Summary
- Challenge: The firm was losing clients to tax-season capacity limits.
- Solution: Accountably built a dedicated offshore team, starting with two or three people and scaling as trust grew.
- Roles hired: 12 placements on a dedicated offshore team
- Results:
- 3x return volume
- 60% less partner review time
- 100% on-time delivery
- About $420K saved a year
- Zero in-house hires
Challenge
Tax-season capacity limits were costing the firm clients. It needed more capacity.
Solution
Accountably built the firm a dedicated offshore team, starting small and adding seats as trust grew.
The team started with two or three people. Each seat was proven on the firm’s own files before the next one was added.
The firm treated offshore as a long-term capacity strategy. It documented its expectations, gave feedback, and treated the team as an extension of the firm.
Over several seasons, the team grew to 12 placements.
Results
The firm tripled its return volume, cut partner review time by 60%, and saved about $420K a year, with zero in-house hires.
Partnering with Accountably delivered measurable improvements to the firm’s operations and hiring capacity:
- 3x return volume: the firm’s return volume tripled over several seasons.
- 60% less partner review time: partners spend 60% less time reviewing work.
- 100% on-time delivery: every deliverable went out on time.
- About $420K saved a year: the firm saves roughly $420,000 every year.
- Zero in-house hires: the team grew to 12 placements without a single local hire.
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Firm details are withheld under the client’s NDA.
