Case Studies
Real Firms. Real Results.
Measurable outcomes from client engagements — cost, throughput, quality, and time reclaimed.
Outcomes
Featured Engagements
5-Partner CPA Firm
58% cost reduction and 3× throughput during tax season
A mid-sized Texas CPA firm eliminated seasonal burnout by moving 1040 and 1120S preparation to a dedicated offshore team — without hiring a single new local employee.
Mid-Sized Accountancy Practice
Year-round MTD VAT and Self Assessment across 600+ clients
A 12-partner London practice offloaded quarterly MTD VAT submissions and 500+ Self Assessment returns to eliminate January burnout and free senior staff for advisory.
Growing SaaS Company
Virtual CFO support through Series A — from seed to $12M raise
A B2B SaaS startup deployed our Virtual CFO team to build board reporting, KPI dashboards, and investor-ready financials that closed a $12M Series A.
Boutique Audit Firm
Cut senior auditor hours 40% on working paper preparation
A 20-person Chicago audit firm deployed offshore working paper preparation for 60+ annual audits — freeing senior auditors for fieldwork and review.
Your firm could be our next case study.
Every engagement starts with a free consultation and a scoped pilot. We measure the same outcomes for you.
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