Providing Additional Capacity to a US Accounting Firm
The firm's senior team was spending a significant amount of time on routine bookkeeping tasks, including transaction reviews and reconciliations. During busier periods, it became difficult to balance ongoing monthly work with cleanup projects and new client onboarding.
Client
A small US-based accounting firm managing bookkeeping and accounting work for multiple business clients.
The firm had a core internal team but required additional support as its bookkeeping workload increased.
The Situation
The firm's senior team was spending a significant amount of time on routine bookkeeping tasks, including transaction reviews and reconciliations.
During busier periods, it became difficult to balance ongoing monthly work with cleanup projects and new client onboarding.
The firm wanted additional support without immediately hiring another full-time employee.
What We Did
We started with a defined scope of work and supported the firm's existing team with routine bookkeeping tasks.
The work included:
Transaction categorization
Bank reconciliations
Credit card reconciliations
Reviewing uncategorized transactions
General ledger support
Journal entry preparation
Bookkeeping cleanup
Preparation of reports for internal review
We worked according to the firm's existing processes and used the software and communication tools already in place.
The Outcome
The additional support gave the firm's internal team more capacity to manage its existing workload.
Senior team members were able to spend more time reviewing work and communicating with clients, while routine bookkeeping tasks were handled through the extended support team.
The engagement also gave the firm flexibility to increase or reduce support based on workload.
Services Provided: White-Label Bookkeeping Support, Reconciliations, Cleanup Support
Industry: Accounting Services
Location: United States