A California-based bookkeeping firm overcame operational bottlenecks by partnering with Finsmart Accounting. Using the Embedded Outsourcing Model, they offloaded repetitive tasks to pre-qualified professionals, allowing their team to focus on high-value Client Advisory Services (CAS).
In 18 months, they increased their client base by 30% and achieved balanced revenue streams of 50% CAS and 50% accounting work.
About Customer
Our client, a California-based bookkeeping firm with a 15-person team, specializes in small business accounting services like bookkeeping, accounts payable, accounts receivable, and month-end closing. Despite their efforts, they were constrained by capacity challenges, preventing them from scaling effectively and focusing on high-value advisory services (CAS).
Our Approach
The primary goal was to reduce operational workloads, enabling the firm to:
Our Solution
Finsmart Accounting’s Embedded Outsourcing Model provided the firm with dedicated, plug-and-play Accounting Seat™.
Key solutions included:
The collaboration with Finsmart Accounting marked a turning point for the firm, allowing it to overcome capacity challenges and drive meaningful growth. Streamlined processes and access to quality talent enabled the team to focus on delivering higher-value advisory services to their clients.
Overcoming Capacity Challenges and Unlocking Growth with Finsmart Accounting
“The Sales Tax report is done quarterly, requiring a complex pivot table and great attention to detail. Your team executed this with excellence, saving me significant time. I was very impressed with the work and the overall results”
Nikki
Thrive Business Services,
Leading Global Accounting Outsourcing Firm
Why choose Finsmart?
Expert Solutions, Seamless Operations
No In-House Accountant Needed
100% Compliance & Accuracy
Global CFO-Aligned Reporting
Seamless Process Management
Proven Expertise Since 2007
Focus on Business Growth
FINSMART SERVICES
