Growing CPA firms face a common dilemma: client numbers increase, but operational bandwidth doesn’t. Our work with a mid-sized CPA firm demonstrates how streamlined accounting processes can unlock growth without expanding headcount.
Background: The Firm
The CPA firm experienced rapid client acquisition, stretching its back-office team thin. Partners were bogged down in administration, audits were delayed, and standardisation across client portfolios was lacking.
Challenges
- Doubling client base with same staff.
- Non-standard bookkeeping across 120+ clients.
- Audit cycles stretching up to 8 weeks.
Accelus Intervention
Accelus introduced scalable systems:
- Centralised Bookkeeping Engine: Standardised templates across clients, automating repetitive tasks.
- Automated Monthly Closes: Reduced manual effort and accelerated timelines.
- Audit-Prep Bundles: Created ready-to-go packages for audits.
- Real-Time Dashboards: Monitored client health, staff workload, and pending tasks.
Outcome
- Handled 40% more clients without hiring.
- Audit cycles reduced from 8 weeks → 3 weeks (62% improvement).
- Monthly close time cut from 12 → 4 days.
Lessons Learned
- Efficiency is the foundation for sustainable growth.
- Automation frees partners for high-value work.
- Visibility into operations enhances client satisfaction and retention.
CTA
If you’re looking to scale your CPA firm efficiently, connect with Accelus to optimise operations and audit readiness.