Client Profile:

• Industry/Company: Canada-based CPA Firm
• Roles Needed: Accountant, Bookkeeper, QuickBooks Specialist, Tax Consultant, Financial Analyst

Problem Statement:

• Service Demand: The firm experienced a surge in client requests for accounting and tax services, necessitating an immediate staffing increase.
• Urgent Staffing Needs: Required to fill 6 essential roles within 4 months to maintain service quality and meet client deadlines.

Proposed Solution:

• Offshore Development Center: Establish an ODC in India dedicated to providing accounting and bookkeeping support.
• Team Structure: Recruit 6 professionals, including Accountants, Bookkeepers, and a QuickBooks Specialist.
• Training and Integration: Implement a comprehensive training program to ensure alignment with Canadian accounting standards and practices.

Benefits:

• Team Expansion: 6 specialized roles filled within 4 months.
• Operational Efficiency: 25% increase in processing speed for client accounts and tax filings.
• Cost Reduction: 15% decrease in operational costs by leveraging offshore resources.
• Client Satisfaction: 90% client satisfaction rate achieved through timely and accurate service delivery.

Scalability: Enhanced ability to scale operations during peak seasons without compromising service quality.