A CPA firm offering bookkeeping, payroll, tax, investment advisory, and business valuation services needed support to ease their bookkeeping workload. With growing demands, they sought a professional and reliable outsourcing partner to handle monthly bookkeeping and reconciliations efficiently.

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Cloud Accountant Staffing (CAS) provided a dedicated accounting professional to assist the firm with bookkeeping and reconciliation tasks. The partnership focused on:

• Monthly bookkeeping management.‍
• Reconciliation of financial records.‍
• Ensuring accurate and timely financial reporting.

The CPA firm chose CAS due to its strong cultural fit, cost efficiency, and aligned company values.

• Consistently received exceptional work with high accuracy.
• Successfully relieved bookkeeping workload, allowing the firm to focus on higher-value tasks.
• Maintained timely delivery of all accounting tasks.
• Fostered seamless communication through virtual meetings, emails, and messaging apps.