Skip to main content
    All case studies
    CPA Firm ยท Illinois

    Midwest CPA firm cut tax-season overtime by 62%

    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

    โˆ’58%

    Cost vs domestic hire

    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 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

    Want a result like this for your 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 Consultation