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Download the free Harper & Company CPAs Plus Case Study — your step-by-step playbook to identify hidden bottlenecks, standardize workflows, and scale sustainably.
Download Free Case StudyThe Challenge
Like many CPA firms today, Harper & Company CPAs Plus faced significant staffing shortages. Julie Smith explained, The talent shortage impacts our entire industry, coast to coast. We struggled to find accountants with the necessary skills and experience.
“This shortage was burning out our leadership. Not only was our firm owner trapped in compliance work, but the firm’s commitment to our clients to be proactive advisors had our entire team burning the candle at both ends.“
The firm's prior attempts at offshore staffing had been unsuccessful, leaving them hesitant. But growing workloads, staff turnover, and the commitment to proactive client engagement led Harper & Company CPAs Plus to revisit offshore staffing.
