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Case studies

Engagements.

A working record of specific engagements — the problem as it actually arrived, how the team ran it, and what changed. Details altered for confidentiality; figures representative.

  1. Case study · Bookkeeping and monthly close

    White-label monthly close for 14 client entities, without adding a bookkeeping department

    A US CPA firm wanted to offer monthly close and advisory services to its clients without building an internal bookkeeping team. An offshore white-label arrangement got 14 entities onto a five-business-day close.

    5

    business-day close, down from an inconsistent 15–25 day average

  2. Client retention across the practice

  3. Case study · Catch-up bookkeeping

    Eighteen months of Shopify and payment-gateway chaos, reconciled in one cleanup engagement

    A direct-to-consumer e-commerce business hadn't had reconciled books in a year and a half. A structured catch-up engagement rebuilt eighteen months of financials ahead of a bank refinancing deadline.

    18

    months of books rebuilt and reconciled to the cent

  4. Near-black marble shot close, faint mineral veins running through the dark surface.

  5. Case study · Audit support

    A 12-partner firm cleared its busy-season backlog in six weeks

    A regional US audit practice used offshore workpaper support to clear a busy-season backlog of 30-plus client files without adding permanent headcount.

    3,100

    workpapers prepared and tied out across the engagement

  6. Every engagement starts with a paid pilot.

    Defined scope, real files, fit proven before anything becomes ongoing.

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