Scaling capacity through bookkeeping.
The brief.
Our client, a large accounting firm based in Manhattan, specializes in bookkeeping, payroll, and CFO-level services. The firm was challenged with high overhead costs associated with maintaining onshore staff in New York. They also faced capacity constraints during month-end close and peak tax season, delays in task completion due to increased client demand, and a lack of standardized process and real-time productivity visibility.
Our approach.
Dedicated team
Established a dedicated 1 offshore senior accountant and team aligned with the client’s systems and workflows.
Productivity tracking
Implemented a process-driven operating model with defined SOPs and daily productivity tracking.
Clear expectations
Set clear service-level expectations for accuracy and turnaround times.
Ongoing reviews
Performed ongoing quality reviews and performance monitoring.
The offshore team functions as a seamless extension of our firm, allowing us to lower costs while maintaining high-quality standards.
The outcome.
Cost optimization
Delivered an estimated 40% cost savings through a single offshore resource, while maintaining service quality and turnaround times.
Time efficiency
Enabled savings of 25–30 hours per week for the onshore team.
Quality enhancement
Reduced review corrections by 35% within the first three months.
Scalability
Enabled the firm to support a 15% increase in client workload without adding onshore headcount.
