Managed back office for CPA firm

Managed back office for CPA firm

Editorial Desk | 27 October, 2021

Our client is a US-based CPA firm with healthcare as a core area of their specialization. The firm owner is a Fractional CFO at their client organizations.


While the firm was adding clients periodically, they were stuck with a lack of bandwidth for several of their roles. Some of the roles demanded high levels of confidentiality. Given the nature and volume of work, there wasn’t enough work to hire a full-time resource. At the same time, they were unable to attract good talent for part-time positions. This paved the way for the firm to look for a flexible and trustworthy service provider, who could handle a major chunk of their business.


It was around that time MNCO reached out to the owner, who was open to using an offshore service provider. Upon understanding the overall scope and our role as the firm’s exclusive remote team, we started off with an assignment to compile US GAAP compliant financial statements, and also produce management reports for monthly performance of their client business. Since then, we have become a core team of our client’s practice and are responsible for handling tasks ranging from virtual assistance to the firm’s owner; admin and data entry; client bookkeeping; tax returns preparation; tax planning; IRS representation support; audit support; compilation of financial statements; management accounting etc.


Our client was able to scale and grow their business substantially while saving on staffing costs. They find our solutions to be of high value that lets them to be productive and profitable. The client is pleased with the quick turnaround of tasks, powered by a remote team with desired US qualifications and experience, in addition to the locational and time zone advantages.

At MNCO, we keep the client’s interest at the centre of everything we do and work as their core team in both letter and spirit.