A financial services company, focused on empowering entrepreneurs with CPA advisory and tax solutions, needed a reliable team to manage their day-to-day bookkeeping, accounting, and tax preparation. To streamline operations and scale efficiently, they sought a cost-effective outsourcing solution that aligned with their values and budget.

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Cloud Accountant Staffing (CAS) provided 2-5 skilled professionals to handle the firm’s accounting tasks. The engagement included:

• ‍Daily bookkeeping management.
• Complex accounting assistance.
• Basic tax preparation support.‍
• Delivery of monthly financial reports.
  

The firm chose CAS based on its high ratings, strong value-for-cost, and cultural alignment.

• Successfully provided monthly financials to over 30 clients.‍
• Efficiently filed tax returns for all tax clients.
• Improved time and project management, exceeding expectations.
• Maintained effective communication through virtual meetings, emails, and messaging apps.
• Delivered high-quality talent that fit within the company’s budget.