- About the Firm
Westpine Accounting Group is a mid-sized CPA firm based in the Southeast, known for its proactive service and growing portfolio of small business clients. With year-over-year growth in tax clients, the firm was expanding quickly – but their internal team was already near capacity.
Heading into tax season, they knew one thing for sure: missing deadlines wasn’t an option.
- The Challenge
Westpine was on track to process nearly 600 returns in just under 12 weeks. While their team was efficient, the volume spike during tax season pushed their internal systems to the edge.
Partners were spending too much time reviewing prep work and chasing documentation. They couldn’t afford delays, errors, or rushed submissions – and hiring temporary tax staff wasn’t reliable or fast enough to solve the problem.
- The Solution
To support the surge without slowing down, Westpine turned to Accountably. Our remote team stepped in to handle the prep and heavy lifting, letting Westpine’s CPAs stay focused on final reviews and client conversations.
We supported them with:
- Key Outcomes
With Accountably behind the scenes, Westpine delivered on time – every single time.
on-time tax filings
Every return submitted on schedule, even during peak season.
increase in return volume
Managed higher workload without hiring or missing a beat.
hours saved weekly
Freed up partner time for reviews, strategy, and client conversations.
- What They Said
* We take our clients’ confidentiality seriously. While we’ve changed their names, the results are real.
- Takeaway
Tax season doesn’t have to mean chaos. With the right offshore support, firms like Westpine are scaling smarter – meeting deadlines, maintaining quality, and keeping their teams sane in the busiest time of year.
Need support this tax season?
