The company/CPA Firm is based of USA and a member of AICPA with its operations spread across nation. The firm is handling more than 800 clients, where Bookkeeping and Reconciliation activity was fast becoming tedious and time-consuming activity impacting business growth. Sighting the current situation the management decided to hire a professional and scalable team which can be increased during tax season and can be downsized during the rest of year.
Within a span of 3 working days – we helped our client to have a dedicated team of 4 resources working on client software and following client time sheets and processes. Weekly calls with the clients helped us to understand clientexpectations and align our processes accordingly. Reviewing process at our end helped client to received error free output which in turn increased productivity at their end.
Value that was added
With this engagement we were able to help our customer, focus more core activities (Business Growth) and create additional avenues to spread their footprint. Our flexible service model helped them to scale up team during tax season and then downsize the same afterwards. Recently, with us at their back they were confident to shift their operations to a new software platform and Finsmart Solutions is geared up to take the new project with utmost confidence.