What we did
- Daily review queue with same-day turnaround SLA
- UltraTax + Drake workflows mirrored end-to-end
- Two CPAs on the engagement; partner-level QC sign-off
We use essential cookies to run this site. With your permission we also use analytics cookies to understand how the site is used. See our Cookies Policy and Privacy Policy.
We take on the 70% that's technical execution, so your team can spend its time on the 30% that actually needs partner judgment.
View all services โยทNot sure where to start? Talk to a CPA โ
Every hire is CPA-supervised with a 5-day onboarding guarantee.
Need a custom role? Talk to us, we'll find the right fit โ
Our CPAs understand industry-specific regulations, compliance requirements, and best practices for your sector.
Don't see your industry? Talk to a CPA, we'll customize โ
A 14-person CPA firm took on a 40% jump in tax-season clients without hiring anyone. They handed 1040 prep and review-ready packets to a CPA-supervised offshore team and kept their own people on the review.
62%
Overtime hours saved
1,840+
Returns processed
โ58%
Cost vs domestic hire
"We got our weekends back. The team picked up our workflow fast, and within a season it felt like they'd always been part of it."
, Managing Partner, Midwest CPA Firm
Book a 30-minute call with a CPA, not a salesperson, and we'll map out what your first 60 days could look like.
Schedule ConsultationA Shopify and Amazon retailer filing in three states pulled monthly close from day 18 down to day 10. The sales-tax reconciliations got cleaner, and the owners finally had a dashboard they could take to the board.
Read case studyA six-partner consulting practice swapped ad-hoc bookkeeping for a Virtual CFO and bookkeeping setup, then grew revenue 38% over 18 months without adding anyone to the finance team.
Read case study