Regional CPA firm

The firm was losing clients to tax-season limits. Over several seasons it grew a dedicated offshore team from two or three people to 12, and its return volume tripled.

Start a 2-week pilot

Client

Withheld under NDA

Firm type

Regional CPA firm

Timeline

Several seasons

Team

Grew from two or three people to 12

The seasons before

Tax-season capacity limits were costing the firm clients.

How the team grew

The team started with two or three people. Each seat was proven on the firm's own files before the next one was added. The firm wrote down what it expected and gave feedback on the work.

A dedicated team. The offshore team is dedicated to the firm, and over several seasons it grew to 12 people.
No local hires. The firm added no in-house staff while the team grew.
The firm signs. The firm's licensed professionals reviewed, signed and filed every return. We are not preparer of record.

Several seasons later

Return volume tripled over several seasons.
Partners spend 60% less time reviewing work.
Every deliverable went out on time.
The firm saves about $420,000 a year.
The team grew to 12 people with no local hires.

3x

Return volume, over several seasons

60%

Less partner review time

12

People on the team, from a start of two or three