Inside our client engagements.
Explore our case studies and see how our approach, execution, and specialist expertise helped clients achieve the outcomes they needed.
7 of 7 case studies shown
Replacing offshore freelancers with a dedicated accounting team
A California CPA firm ran its client accounting through offshore freelancers for nearly two years. It ended when an error reached one of the firm's own clients.
Read the engagementAdding tax preparation capacity for a firm that could not hire
A 10-person CPA firm in the Southeast had tried twice to hire a tax preparer and failed both times. The season was coming either way.
Read the engagementCutting a month-end close from twelve business days to four
The finance team took twelve business days to close and thought they needed more staff. The real problem was a process bottleneck, not headcount.
Read the engagementConsolidating payroll across six entities and fourteen states
Six entities from four acquisitions, four payroll systems, fourteen states, and no reliable answer to who employed whom.
Read the engagementReconciling two years of benefit deductions and I-9 records
Two years of payroll drift across 300 employees, with adjustments going both directions, because no one owned the reconciliation process.
Read the engagementRunning the HR function for a New Jersey real estate business
One person covering onboarding, benefits, records and recruitment for 75 people, across two groups that are engaged differently.
Read the engagementLet's talk about what should come off your desk.
Thirty minutes with someone who has built these teams before. We'll map what you need, tell you what it should cost, and tell you honestly if we're not the right partner. No pitch deck.