Case study

Financial Advisory

Project Timeline: 2024 - Present 

The client sought operational accounting support to augment its CFO services and scale its growing client base without sacrificing quality or timeliness. 

Course of Action

Remotely Philippines deployed experienced accountants for: 


  1. Bookkeeping 
  2. Expenses and Accounts Payable Processing 
  3. 1099 Filing 
  4. Account Reconciliations 
  5. Sales and Accounts Receivable Processing 
  6. Month-End Closings 


The Results

The partnership allowed the client to expand services while maintaining cost efficiency. Turnaround times improved, and accounting operations remained consistent, supporting their smooth business growth. 

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