Scaling a 2-Person CPA Team to Serve 150 Clients Using Remote Bookkeepers

Turnwell Fields CPAs is a small but fast-growing accounting firm serving freelancers, consultants, and small business owners across the Midwest. Built on referrals and personalized service, the firm was run by just two partners – handling everything from bookkeeping to tax filing.

As demand increased, they found themselves juggling too many tasks and risking burnout.

With 150 active clients and only two full-time CPAs, Turnwell Fields was reaching its limit. Daily bookkeeping, categorization, reconciliations, and client queries were starting to pile up – and neither partner wanted to sacrifice service quality or work 12-hour days.

Hiring full-time staff wasn’t financially viable, and managing contractors had proven inconsistent in the past. They needed stable, skilled support – but without building an internal team.

Turnwell Fields partnered with Accountably to bring in a small team of trained remote bookkeepers that could plug directly into their systems and workflows.

Accountably supported them with:

Daily transaction coding, reconciliations, and financial prep
Familiarity with cloud-based accounting tools like QuickBooks Online and Wave
A dedicated point of contact for all work requests and updates
Scalability to adjust support volume based on client load and seasonality

With Accountably’s remote bookkeeping team working behind the scenes, Turnwell Fields continued to grow – without adding internal overhead.

150+
clients managed with just 2 partners

Scaled operations without building an internal team or hiring additional staff.

30+
hours saved per week

Freed up valuable partner time previously spent on daily bookkeeping tasks.

100%
accuracy across reporting cycles

Maintained consistent quality and reliability month after month.

With Accountably handling the day-to-day bookkeeping and backend tasks, the partners at Turnwell Fields had more bandwidth to engage directly with clients – responding faster to questions, offering proactive advice, and keeping service levels high even during tax season and month-end crunches. The support behind the scenes allowed them to stay client-facing without falling behind.

“We didn’t want to build a team. We wanted to grow smart. Accountably gave us the leverage we needed to keep scaling without losing control or adding stress.”
– Co-Founder
Turnwell Fields CPAs

* We take our clients’ confidentiality seriously. While we’ve changed their names, the results are real.

For small CPA teams, growth doesn’t have to mean hiring.

With reliable offshore support, Turnwell Fields CPAs proved it’s possible to stay lean – and still serve more clients than ever.

Need help scaling without staff expansion?

92%
of CPA firms we onboard say they wished they had outsourced sooner.

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