- Background
Westbrook & Harper CPAs is a four-partner firm based in the Midwest, offering tax, bookkeeping, and advisory services to small business clients across various industries. Known for their thoroughness and strong client relationships, the firm had built a solid foundation – but their growing reputation brought in more work than they could handle internally.
- The Challenge
Client referrals were pouring in, but the partners were at capacity. Each of them was already balancing client meetings, tax filings, financial reviews, and managing operations. Hiring locally wasn’t a quick fix – it was expensive, time-consuming, and risky during their busiest stretch of the year.
They needed more hands on deck – but didn’t want to slow down to onboard or compromise on quality.
- The Solution
That’s where Accountably came in. Instead of hiring in-house, Westbrook & Harper used our offshore accounting support to extend their capacity while keeping full control of their workflows.
- The Results
With Accountably integrated into their process, Westbrook & Harper handled more work – without more hires.
increase in active clients
Grew from 100 to 300+ clients without hiring more staff.
faster month-end closes
Month-end processes became twice as fast.
on-time delivery during tax season
Every return filed on schedule – even during peak season.
- What They Said
* We take our clients’ confidentiality seriously. While we’ve changed their names, the results are real.
- Takeaway
Scaling doesn’t have to mean hiring.
With Accountably as a behind-the-scenes partner, firms like Westbrook & Harper are growing faster, staying lean, and delivering consistent results – all without missing a beat.
Want to grow without hiring headaches?
