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Flexible support teams working as your extension
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Need custom solutions?
Simplify tax obligations with expert preparation, lodgement, and compliance support tailored to your industry.
Enhance your client value proposition with our expert paraplanning solutions, delivering accuracy and efficiency.
Improve client satisfaction and drive higher profitability with befree’s trusted audit outsourcing services.
A mid-sized US law firm faced growing billing backlogs, disorganized financial documents, and a lack of customized financial reporting. These inefficiencies limited their ability to gain financial clarity, manage resources effectively, and focus on client service and growth.
befree streamlined the firm’s billing, cleared backlogs, and delivered tailored financial reports for better decision-making. Enhanced accuracy, compliance support, and process automation improved operational efficiency, enabled cost savings, and allowed the firm to concentrate on client service and expansion.
“With befree managing our financial operations, we’ve achieved unmatched clarity and efficiency. Their expertise in reporting and compliance freed us to focus on our clients and business growth, truly a partnership that transformed our firm’s operations.”
Rapid growth pushed advisors into non-revenue tasks like data entry and plan formatting, causing long turnaround times, generic financial plans, limited strategic depth, and stalled scalability – without the budget or time to hire senior paraplanning talent.
Virtual paraplanning increased plan capacity by 40%, reduced operational costs by 30%, and freed advisors 15 hours per week. Plans became more visual, strategic, and client-ready, improving implementation speed and overall client experience.
“This team acted as high-level strategists. They didn’t just write the plan; they improved the advice we gave our clients, and the new design makes us look better than ever, helping us close 3 new six-figure mandates in the last quarter.”
A leading US CPA firm faced staffing shortages, time-consuming manual bookkeeping, rising costs, and growing data security risks. These challenges hindered productivity during peak seasons, limited focus on advisory services, and affected overall profitability and client confidence.
befree delivered scalable offshore support, process automation, and robust data security. The firm achieved 45% cost savings, 25% higher productivity, and 50% improved workflow efficiency – strengthening compliance, service quality, and profitability through a more agile and secure accounting framework.
“befree has transformed how we manage our accounting operations. Their team’s expertise, automation tools, and stringent security measures gave us scalability, efficiency, and peace of mind, allowing us to focus on delivering more value to our clients.”
A New York-based financial planning firm faced mounting administrative workloads, frequent vetting errors, and rising costs. With limited in-house support, the director was forced to manage routine tasks, diverting focus from client acquisition and business growth.
befree deployed certified financial specialists to streamline vetting, documentation, and research. The firm eliminated costly errors, transitioned smoothly to a new broker-dealer, expanded its client base, and achieved significant revenue growth – all while reducing overhead and improving operational efficiency.
“befree’s team became an invaluable extension of ours. Their precision, proactive support, and deep financial expertise helped us reduce errors, save costs, and focus entirely on growing our client base and strengthening long-term relationships.”
A New York-based advisory firm faced severe staffing shortages amid a national skills gap. Previous outsourcing partners failed to meet expectations, resulting in delayed tax filings, rising costs, and a pressing need for a reliable, high-quality accounting support partner.
befree provided qualified tax and compliance specialists, streamlining workflows and meeting deadlines ahead of schedule. The firm achieved faster IRS filings, improved cash flow, increased profitability, and long-term scalability – transforming befree into their trusted, ongoing backend partner.
“Partnering with befree has been a game-changer. Their skilled professionals consistently deliver quality work ahead of deadlines, helping us optimize costs, strengthen compliance, and scale confidently, something we couldn’t achieve with any other provider.”
A leading US-based law firm struggled with financial mismanagement, inaccurate bookkeeping, and trust fund errors. These issues caused missed deductions, tax penalties, and bar association sanctions, impacting profitability, compliance, and confidence in their financial decision-making.
befree implemented rigorous trust accounting controls, accurate transaction categorization, and law-firm-specific tax strategies. This ensured compliance, eliminated financial errors, and delivered clear financial insights, resulting in cost savings, restored credibility, and confident, data-driven business decisions.
“befree brought structure and transparency to our finances. Their precision in managing trust accounts and improving our financial reporting has been invaluable – allowing us to operate confidently, remain compliant, and focus fully on growing our legal practice.”
Looking to outsource accounting or streamline your back-office operations? Book a free consultation or request a trial to discover how our expert consultants can support your practice’s growth.
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Our Services
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Need custom solutions?
Our Services
Services For?
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Need custom solutions?