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CPA firm is targeting a growth of 50% in the first year of outsourcing
Introduction: A medium size CPA firm with experience
of 9 years was fighting hard for growth. The main problem area was skilled
workforce. Existing staff members usually had long hours and working weekends
during the tax season.
Requirement: They required helping hands during the tax
season so that they could target more tax returns. They planned to outsource few
hundred tax returns per year.
Solution: After trying
our free pilot offer, owner of the CPA firm was so confident that he preponed
his decision of outsourcing. Instead of waiting for the next season, he started
outsourcing tax returns during the period of extensions.
Achievement: The success
motivated him to target 50% more tax returns during the next tax season.
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