Case Study
Scalable Staffing Support for a Tech-Focused Accounting Firm
Client
Shay CPA P.C.
Industry
Financial Services
Location
New York City, New York
Project Duration
December 2023 – Ongoing
5.0
Quality
Timeliness
Cost
Overall Satisfaction
Shay CPA P.C. highly recommends Cloud Accountant Staffing to firms looking to scale their accounting teams with high-quality candidates and responsive staffing support.
The Challenge

Shay CPA P.C., an accounting firm specializing in supporting tech companies with accounting and tax compliance, needed a trusted partner to manage recruitment and staffing. With hiring needs across junior and mid-level roles in bookkeeping, accounting, and tax, the firm was looking for a reliable, cost-effective solution to grow their team quickly without sacrificing quality.

The Solution

Cloud Accountant Staffing (CAS) provided end-to-end staffing support, including recruitment, evaluations, and candidate placement. The partnership covered:

  • Hiring support for junior and mid-level roles.
  • Evaluation and vetting of candidates.
  • Ongoing staffing support tailored to accounting and tax roles.
  • Rapid candidate sourcing to begin interviews within 1–2 weeks of a request.

Shay CPA P.C. chose CAS based on strong ratings, great culture fit, aligned values, and favorable pricing.

The Results
  • Hired six full-time employees in accounting and tax roles.
  • Interview processes began within 1–2 weeks of each request.
  • New hires consistently started within a month of being offered.
  • Maintained reliable communication throughout the process.
  • Built a strong, collaborative partnership that feels like an extension of the internal team.

"Their communication style and drive to support their clients are important factors."

— Nina Lopez-Ortiz, Operations Manager, Shay CPA P.C.
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