The Problem
Tax season for California CPA firms, just as with any CPA firm around the globe, is brutal.
Battling complex state regulations, multi-entity filings, staffing shortages, and nonstop deadlines can strain even the most well-run CPA firms.
If this sounds familiar, this case study is for you.
This case shows how a California CPA firm made peak season efficient and scalable.
This Case Study Covers:
- How we helped a California city CPA firm handle a seasonal spike in tax return volume
- How we delivered a productivity boost during peak season
- How we reduced reviewer bottlenecks was.
- And we helped the CPA firm build a repeatable playbook for peak season.
If your goal is to improve quality, team morale, and productivity during peak tax season through a proven delivery model, let’s connect.
