JCM Accounting & Consulting, a full-service tax advisory firm, needed support with compliance work, particularly in tax preparation and bookkeeping. To maintain efficiency and scale operations, they sought a trusted outsourcing partner to handle tax returns and financial statements while allowing their internal team to focus on higher-value advisory services.
Cloud Accountant Staffing (CAS) provided an experienced accounting professional to support JCM’s tax and bookkeeping workload. The collaboration included:
- Tax return preparation – Handling 1040, 1120S, and 1065 filings during tax season.
- Recurring bookkeeping – Maintaining accurate financial records.
- Financial statement preparation – Ensuring compliance and streamlined reporting.
- Tax advisory support – Assisting with strategic tax planning.
The decision to partner with CAS was driven by their high ratings, cultural alignment, and strong company values.
The engagement with Cloud Accountant Staffing yielded significant operational improvements:
- Increased efficiency – JCM was able to shift focus to higher-margin services.
- Responsive and proactive support – CAS was quick to respond and eager to meet expectations.
- Skilled workforce – The outsourced team demonstrated strong work ethics and expertise.
"They are very eager to please and are quick to respond."
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