Feeling overwhelmed by accounting tasks and struggling to meet deadlines? You’re not alone. Trusted Advisors of Ohio, a reliable accounting firm, faced a similar challenge after the pandemic. Their once-efficient team of three was stretched thin, leading to longer turnaround times and frustrated clients.
The Struggle is Real: From Speedy Turnarounds to Months-Long Waits
Santonya Jones, CPA and Managing Partner of Trusted Advisors of Ohio shared their pre-pandemic efficiency: “We would get work in and turn it in sometimes in less than two weeks.” However, COVID disrupted everything. Turnaround times ballooned to two months, impacting client satisfaction and ultimately, their bottom line.
The Revolving Door of US Staff: A Frustrating Cycle
Santonya sought solutions by hiring US-based staff, but faced a high employee turnover due to personal factors. This put the burden back on Santonya and her team, further hindering their progress.
A Beacon of Hope Arrives: Enter VALUE Virtual Assistants
Just when Santonya needed it most, VALUE Virtual Assistants stepped in. Their team of highly qualified Filipino virtual assistants (VAs) offered the perfect solution. Here’s how VALUE VAs transformed Trusted Advisors of Ohio:
- Increased Efficiency and Productivity: VALUE’s time-tracking software allowed Santonya to monitor progress and ensure tasks were completed efficiently.
- Expertise and Professionalism: The VAs possessed strong educational backgrounds, were polite, and eager to learn. This ensured high-quality work and a positive working relationship.
- A Team Tailored to Their Needs: Santonya started with VA Henelyn, a young CPA who complemented her expertise. They then expanded the team with VA Mai for administrative tasks and VA Charisse for additional accounting support.
- Technological Savvy: The younger VAs brought a fresh perspective, readily adopting new technologies to streamline processes and save costs.
The Rewards of Delegation: Accurate Reports, Client Satisfaction, and Growth
By working with VALUE VAs, Trusted Advisors of Ohio achieved remarkable results:
- Accurate and Timely Reports: Backlogs vanished, replaced by timely and accurate reports, keeping clients happy.
- Enhanced Efficiency: The VAs handled various tasks, including marketing, email management, database maintenance, and client research, freeing up Santonya’s team to focus on core accounting services.
- A Scalable Solution: Santonya has a team of three part-time VAs perfectly suited to their needs.
Ready to Reclaim Your Time and Grow Your Accounting Firm?
Trusted Advisors of Ohio’s success story is a testament to the power of virtual assistants. If you’re struggling with similar challenges, consider partnering with VALUE Virtual Assistants. Their experienced and professional VAs can help you achieve:
- Reduced workloads and improved turnaround times
- Increased efficiency and cost-effectiveness
- Improved client satisfaction and growth potential
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Don’t wait any longer. Contact us today and take the first step towards a more streamlined and successful accounting practice!
