The firm was experiencing rapidly increasing demand for their bookkeeping and tax services but did not have the proportional team growth to meet the needs of their growing client demands. Additionally, the firm had capacity constraints in delivering CFO-level advisory support, the onshore staffing costs were greatly impacting their margines, and they had limited flexibility to scale during peak tax and reporting seasons. They reached out to Ascendum Accounting for help in securing offshore bookkeeping, tax preparation, and CFO-level services.
We quickly deployed five dedicated full-time offshore professionals aligned to their specific processes.
Implemented SOP-driven workflows with structured task allocation.
Established daily productivity tracking and quality checkpoints.
Ensured seamless coordination between the owner and offshore teams.
Increased service delivery capacity by 35-40% without adding onshore headcount.
Saved approximately 60-70 hours per week across bookkeeping, CFO support, and tax workflows.
Improved turnaround times and enabled faster client response during peak periods.
Achieved meaningful cost efficiencies through offshore resource deployment. Generated approximately $150,000-$200,000 in yearly savings while expanding delivery capacity through five dedicated offshore professionals.
