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Scale-up to service new contracts : Staff augmentation

M. Saini CPA Firm

 Financial Services

 Kelowna, BC

Various financial services for a wide range of industry clients

Staffing Requirement

Short Timeline

Hiring Constraints

Data Quality Issues

  • M. Saini CPA firm based in Kelowna, British Colombia required staffing for new service contracts and clients.

  • Hiring talent, training and deployment was required within a short timeline.

  • Shortage of talent and affordability hindered their ability to acquire new clients and grow their business.

  • As operations scaled, maintaining consistent data quality across financial records became increasingly difficult.

Background & Key Challenges
 Our Value Proposition & Results  
  • Augmented the client’s team from our existing resources with strong Canadian experience that was required for the engagement.

  • Talent was trained and deployed for seamless execution within 30 days, enabling the client to confidently take new business and provide timely and quality deliverables.

  • Completed robust documentation of the client’s Standard Operating Procedures and streamlined workflows.

  • Deployed our four-eye check policy for reviews to provide strong quality control. 

  • An integrated team approach allowed the founder to focus on business development.

Faster Hiring

Cost Saving

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