Brief
About the firm:
It was a solo practitioner firm run by an experienced CPA. Main focus was bookkeeping and accounting work for various clients.
The problem statements:
Simple, the owner was unable to cope up with the assignments and was finding a helping hand for the routine bookkeeping work.
Solutions provided:
Altobooks assigned an experienced bookkeeper to this CPA. They have opted for a flexible staffing solution. Though the firm serviced clients over QuickBooks, Xero and Bill.com, they chose to outsource only QuickBooks clients with Altobooks. Altobooks team member along with her team leader was able to take the load off the shoulders of the owner. Particularly, the owner was able to feel quite relaxed during February and March despite having a pressure from annual clients for finalization and closing.
Shortest onboarding call:
We had many short onboarding calls. However, this one was very successful and clear among those shortest calls. Probably about 20 mins of the first onboarding call and it was all set for quick delivery of assignment the very next day. This is how it was started, thanks to the CPA owner’s clarity and result-oriented approach.
How the relationship was scaled up:
- Phase 1 – 1 annual accounting client was handed over to work with. Delivery was very quick and smooth.
- Phase 2 – Few more annual accounting clients were assigned and it was great chemistry between the CPA and Altobooks team member.
- Phase 3 – Regular clients for monthly bookkeeping were also assigned.
Challenges:
Nothing as such. Little bit of time coordination issue in the afternoon hours, since Pacific time zone and Altobooks offshore team members have only morning working hours overlap.
Reasons for success:
- Clarity of thought displayed by the CPA owner
- Great explainer emails for each client before the start of the assignment.
- Fast and accurate delivery from Altobooks team.
Top services provided:
Bookkeeping over QuickBooks Online for various clients
Contribution
After associating with the company, Altobooks team has taken following steps:
Phase 1 – 1 annual accounting client was handed over to work with. Delivery was very quick and smooth.
Phase 2 – Few more annual accounting clients were assigned and it was great chemistry between the CPA and Altobooks team member.
Phase 3 – Regular clients for monthly bookkeeping were also assigned.
Services
As of now, Altobooks is a trusted bookkeeping service partner of the firm and the firm owner is less-stressed during busy season.
QuickBooks
