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CASE STUDY

How an Accounting Firm Overcame IRS Deadlines with the Right Outsourcing Partner

Client Overview

  • A New York-based advisory accounting firm was struggling to find staff amid a nationwide skills shortage. 
  • After trying multiple outsourcing providers, the firm approached befree to see if higher-quality work could be delivered.

Client Challenges

  • Skills Shortages:: The firm faced significant challenges in finding qualified staff for tax and compliance work, which was affecting both delivery timelines and costs.
  • Outsourcing Disappointments: The firm had previously engaged with several outsourcing providers but was dissatisfied with the quality of work they received.
  • Seeking a Reliable Partner: Desperate for a solution, the firm turned to befree, hoping to find a provider with experienced staff who could deliver high-quality work within agreed turnaround times.
Outsourced Paraplanning Services

befree’s Solution

  • Access to Qualified Staff: After conducting a detailed analysis of the firm’s workflows and key performance areas, befree provided access to a pool of qualified staff, which quickly and dramatically improved service delivery.
  • Support for IRS Filings and Compliance: The staff assisted the firm with IRS filings and handled the independent audit requirements efficiently.
  • Improved Efficiency: Our team significantly enhanced the efficiency and turnover of the firm’s filing program.
  • Long-Term Partnership: Impressed by the quality and reliability of befree’s experienced resources, the client has further engaged befree for ongoing business services solutions.

Results/Benefits

Significant Time Savings

Our expert resources completed 80% of the year’s work before the holiday season—five months ahead of deadlines.

Cash Flow Optimization

With improved service delivery and a streamlined filing program, the client achieved more efficient cash flows and optimized its internal cost structures.

Increased Profit Margins & Scalability

The optimization of cash flow and cost structures positively impacted the firm’s profit margins and scalability.

Leveraging Additional Resources

The client now relies on a dedicated team of five full-time resources from befree, solidifying befree as their long-term backend success partner.

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