Case Studies

Accounting Service Provider reviews Financials Monthly, to Increase CPA’s Clientele Five Times

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Customer Profile

The customer is a Licensed CPA firm based in USA. The client offers a wide range of services from basic bookkeeping, payroll, sales tax filing. There are also a great variety of clients whom the firm caters to.

Client Requirement

Client outsources all the work from his customers to Hi-Tech FPO. The scope of work includes:

  • Setting up employees in the system and calculation of tax deductions as per the declaration received
  • Calculation of payroll based on client-specific cycle
  • Processing payroll with payment by check or direct debit as per employee requirement
  • Complete bookkeeping based on bank and credit card statements received from the clients
  • Reconciliation of all the bank accounts on a monthly basis
  • Making loan entries and matching loan account balances at the end of each month
  • Calculation of sales tax and filing the same each month by the deadlines
  • Review of financials each month and sending our comments for each company’s bookkeeping to the client

Hi-Tech’s Performance

This is an ongoing project where there are new clients being added each month. The requirements vary with each new client as the state and laws change with each new client.

  • Dedicated team of bookkeepers working on the project ensure timely completion of the project
  • Each bookkeeper is trained on the services provided – bookkeeping, payroll and sales tax as separate software is used for each service
  • In a short span of time the client’s accounts increased from 12 to 52 organizations

Software Used

Various versions of QuickBooks, Managepayroll, ProTax, Microsoft Excel

Benefits to Client

The client has taken over more customers, as the bookkeeping is done entirely at our end with minimal intervention required from the client

  • All the work is done smoothly, meeting the deadlines – every time
  • Client is under lesser pressure at year-end as financials are reviewed each month and queries, if any, are resolved immediately


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