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Case Studies
Hear from CPA firms who have transformed their operations through our accounting outsourcing solutions. Explore these case studies that show how our accountants have helped countless businesses to improve their efficiency and profitability.
15+
Years of Experience
250+
Dedicated Team
350+
Companies working with us
By Edward Morgan, CFO of Apexton CPA Solutions
Among the toughest aspects of becoming the CFO of Apexton CPA Solutions, a mid-size CPA firm based in Atlanta, Georgia, was managing accounts across several states with growing business. We have clients in over 15 states, and that means dealing with all the tax laws, due dates & compliance, which is no small undertaking for any company.
In 2021, we hired The Fino Partners to expand our own team - a move which changed our tax procedures for the best.
The Fino Partners are more than offshore accountants, they are our partners in business. Their team is easy, responsive, and knowledgeable to work with. They simplify multi-state accounting & tax preparation for you.
As Apexton CPA Solutions expands into new states, we know The Fino Partners will be here for us. Their expertise has enabled us to simplify our tax processes, lower expenses and concentrate on expanding our business.
Any company that has challenges with growing accountant needs should use The Fino Partners. They have changed our lives and I guarantee they could do the same for you.
Edward Morgan
CFO, Apexton CPA Solutions
By Jason Mitchell, Owner of ExcelCup CPA
It is a challenging task managing a growing business. Being the owner of Excelcup CPA in Seattle, I wanted to board in more customers without burdening my team too much. But managing the finances of so many businesses without expert help? That seemed impossible entirely.
By 2020, our business was growing steadily but we were handling bookkeeping, invoice processing and reconciling accounts which were growing out of hand. That is when I chose The Fino Partners for their offshore accounting services and the impact is extraordinary.
The Fino Partners have done much more than handle our financial tasks; they have changed how we run our business. Their offshore accounting services are inexpensive, dependable and specialized for small businesses in the USA.
And their team cares about their clients' success. They are partners, not just accountants - who help your company develop.
If you are a CPA proprietor having problems with growing clients, I suggest The Fino Partners for you. Their offshore accounting solutions are innovative and I am very happy I decided to go with them.
Jason Mitchell
Owner, Excelcup CPA in Seattle
By Allen Johnson, Managing Partner of Hamtrol CPA Group
When I started Hamtrol CPA Group in Dallas, Texas, I wanted to offer personalized accounting and tax solutions to our clients while controlling a small workload. By 2020 though, we had hit a tipping point. Our client base was growing & so were our team demands. We needed a means to scale our operations without compromising on quality and attention to detail that our clients appreciated.
That was when we formed an offshore team with The Fino Partners and it has been an excellent experience for our firm.
The solution that we had been searching for finally came true with The Fino Partners & it was the best fit for our team. After thorough consultation we hired:
With The Fino Partners behind us, we're not limited by staffing. Now we can pursue more clients and diversify into new service areas with confidence.
Allen Johnson
Managing Partner, Hamtrol CPA Group
By David Green, Founder of Summon CPA Advisors
As the founder of Summon CPA Advisors, a CPA firm in San Diego, California, my aim has always been to provide precise accounting guidance to our clientele. By 2020, our firm had a good reputation but growth brought new challenges. We needed much more hands on deck, particularly during tax season, to handle the increasing need for our services.
That is when we discovered The Fino Partners and their services to “Build Your Offshore Team for CPA firms”. It was among the best choices I have made for our business to partner with them.
Working with The Fino Partners truly impacted our firm. Here is how they benefited us:
Our offshore team has taken over tedious tasks like tax preparation and billing. This has freed up our in-house personnel to work on strategic planning and client-facing activities.
Building an offshore team has saved us 40% versus hiring locally. These savings have enabled us to spend back on marketing and technology enhancements.
With The Fino Partners behind us, we are no longer limited by staffing. We now can take on more clients, develop our services and expand our business confidently.
We Providing
Tax
John Davis
By John Davis, CEO of Hammerstone Accountants & CPA
When we first partnered with The Fino Partners in 2020, I truly didn't know what to expect. Being the CEO of Hammerstone Accountants & CPA, a CPA firm in Austin, Texas, I recognized we required extra support with our increasing workload.
However, outsourcing was a new frontier for us so we wanted a partner which might fit in without compromising security or quality. The Fino Partners ended up to be precisely what we needed.
By late 2019 our clientele had grown tremendously. This was excellent for our business however it stretched our team thin. Deadlines were tight and we were having difficulty keeping up with the accounting, tax preparation and monthly economic reports requirements of our clientele. Hiring locally was expensive and taking too long.
We wanted a low cost solution to scale our operations, continue accuracy and meet our deadlines without placing a lot of stress on our team. That is how we came across The Fino Partners.
It has been nearly five years that we began working with The Fino Partners and the partnership is stronger than ever. Thanks to them, we have developed our firm, added more clients and attained operational excellence which appeared unattainable in the past.
John Davis
CEO, Hammerstone Accountants & CPA
By Sarah Thompson, Founder of Pathmont CPA Solutions
In 2021, my company Pathmont CPA Solutions hit a crossroads. As an expanding accounting consultancy in Denver, Colorado, we had been noted for complete bookkeeping solutions for small businesses and people.
However, the complexity and volume of work grew with our client base. That is when we reached out for help and working with The Fino Partners was the best decision we made.
A colleague told me about The Fino Partners and I just knew they were the right fit right after our first call. They knew the rules & regulations of CPA firms in the United States and understood our circumstances from day one.
Their accounting experts got right to work. They organized client documents and prepared files for review. They actually helped us in finding more opportunities for our clients - which was a surprise bonus.
Any tax firm that feels overwhelmed should definitely look into The Fino Partners range of services. They have changed our business and I know they could do the same for you.
Sarah Thompson
Founder, Pathmont CPA Solutions
By Emily Carter, Owner of Urbancall CPA
In the year 2018, I started my own CPA specialized company in Chicago. Since beginning in 2018, I have expanded our team of expert bookkeepers, accountants & CPAs. However as our business expanded, I realized I could not do all of it with my in-house team.
That is when I found The Fino Partners and their offshore accounting services, which have been lifesaving for my business.
A business acquaintance recommended The Fino Partners to me and I contacted them skeptically. Can an offshore assistant understand my business and create a difference?
The answer was a yes. The Fino Partners assigned me an expert accountant that had taken over the tasks I required assistance with and also suggested methods to simplify my workflows.
With more time for strategy and client work, I have taken on larger projects and grew our revenue by 34% last year.
Urbancall CPA is currently flourishing with the help of our partners, The Fino Partners. I am no longer overwhelmed and I have energy and time to do what I do best.
Emily Carter
Owner, Urbancall CPA
By Mark Reynolds, Managing Partner of Blanc Accounting Solutions
If you are in the accounting industry, you know that staying ahead means flexibility, accuracy, and efficiency. As the managing partner of Blanc accounting Solutions, an accounting firm in Miami, we had been struggling to grow with our clients’ needs.
That is when we found The Fino Partners and their Build Your Own Team (BYOT) service.
We heard about The Fino Partners Build Your Own team (BYOT) service because we could build our own offshore Team just how we needed it. We spoke to their team about our challenges and goals and hired:
With the assistance of The Fino Partners, Blanc Accounting Solutions is stronger than ever. We have developed an offshore team which is more like an extension of our business and we are excited to develop together in the future with our partner.
Mark Reynolds
Managing Partner, Blanc Accounting Solutions
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