How did H&H CPAs reduce bookkeeping costs by 60%?

H&H CPAs replaced onshore bookkeeping staff with Etisson's dedicated offshore professional working entirely within their existing QuickBooks Online workflow. The cost dropped from typical onshore rates of $6,000 to $10,000 per month to Etisson's $2,000 to $2,500 per month, delivering a 60% reduction in bookkeeping labor costs.

How did Etisson help H&H CPAs deliver virtual CFO services?

Etisson took over all bookkeeping execution including transaction coding, reconciliations, payroll entries, and AR/AP. This freed principals Mollie Haver and Colleen Hegeman entirely from execution work so they could show up as strategic virtual CFO advisors for every client meeting, which is the core promise of their firm.

How did one H&H CPAs client double revenue and profit in one year?

With H&H CPAs' partners fully freed from bookkeeping execution by Etisson, the principals could dedicate their time to strategic business planning, tax planning, and advisory for each client. One client doubled both revenue and profit within one year of engagement, directly attributing the growth to H&H CPAs' hands-on strategic guidance.

How does Etisson work with fully remote cloud-based CPA firms?

Etisson integrates directly into the firm's existing cloud tools. For H&H CPAs, Etisson's professional worked inside QuickBooks Online, completely invisible to clients, with zero disruption to the firm's 100% remote operating model. Clean, review-ready books were delivered every month ahead of client meetings.

How did Etisson help H&H CPAs handle new client onboarding backlogs?

New H&H CPAs clients often arrived with messy or outdated QBO files requiring significant clean-up. Etisson handled all catch-up work rapidly, allowing H&H's principals to begin advising immediately instead of spending weeks untangling historical records before any advisory value could be delivered.

Can Etisson support a lean fully-remote CPA firm model?

Yes. H&H CPAs operates a lean, fully remote model with no onshore support staff. Etisson's dedicated offshore professional scaled with their client volume without requiring any onshore headcount, overhead, or conflict with the firm's remote-first approach.

What does Etisson deliver before monthly client meetings for advisory firms?

Etisson prepares clean, structured financials and review-ready reports ahead of every client's monthly meeting. H&H CPAs' principals walk into each client session with books already closed, financials reviewed, and reports prepared, so 100% of meeting time is spent on strategy, not catching up on numbers.

Elevate Consulting Group Case Study

About the Client

Elevate Consulting Group is an outsourced accounting firm in Phoenixville, Pennsylvania. They work with growing businesses across construction, manufacturing, landscaping, retail, and professional services helping owners clean up their financials, build systems that actually work, and make better decisions.

The firm was founded by Jayme Rose on a simple idea: most businesses don't fail because of bad numbers. They fail because nobody ever built the right systems behind those numbers. Elevate fixes that.

Their services cover everything from day-to-day bookkeeping and QuickBooks cleanups to ERP implementations, tax support, and executive-level financial consulting.

The Challenge

As Elevate grew, so did the complexity of running it.

They were serving clients across multiple industries at the same time each with different reporting needs, different workflows, and different expectations. And the firm had built its reputation on being hands-on and responsive, not just sending reports and disappearing.

The problem was that doing all of that well required people. Skilled accounting people. And in the US, that meant $6,000 to $10,000 a month per resource.

Every new client added pressure on the same core team
Senior staff were spending too much time on routine bookkeeping instead of the advisory and consulting work they were hired for
Onboarding new clients was slow because there wasn't enough bandwidth to handle the catch-up work quickly
Taking on more clients without more staff meant quality would eventually slip
Hiring more US staff meant margins got tighter with every new engagement

"Elevate's promise to clients is structure, clarity, and real support. Delivering on that across a growing client list meant the team behind it had to scale too without the overhead breaking the model."

The Etisson Solution

Elevate came to Etisson because the math on US hiring wasn't working.

They needed people who could handle the day-to-day execution bookkeeping, reconciliations, QuickBooks cleanups, month-end close so the senior team could focus on the work that actually moved clients forward.

Etisson placed offshore accounting professionals at $2,000 to $2,500 per month. Same skill set. About 60 to 70 percent less than what a comparable US hire would cost.

What made it work wasn't just the price. Etisson resources plugged into Elevate's existing workflows, joined the weekly calls, and operated with full visibility into active client work. Over time they stopped feeling like outside support and started feeling like part of the team.

Senior staff got their time back. New clients got onboarded faster. The catch-up work that used to stretch over weeks started getting done in days. And Elevate was able to take on more clients across more industries without adding to its US headcount or watching margins compress.

"We built our model around being a real partner to growing businesses. That only works if our own operations are structured to scale. Etisson made that possible."

Jayme Rose

Founder, Elevate Consulting Group

Before & After

Before Etisson	After Etisson
Growth limited by US hiring costs	Scalable team without the overhead
Senior staff stuck on routine close work	Senior staff fully focused on advisory
Onboarding took weeks	Onboarding done in days
$6,000–$10,000/month per resource	$2,000–$2,500/month per resource
Margins tightened with every new client	Room to grow across industries profitably

Results & Impact

Per-resource cost dropped by 60 to 70 percent from $6,000–$10,000 a month onshore down to $2,000–$2,500 with Etisson, with no drop in work quality.
Senior staff freed up entirely from routine execution, redirected to advisory, ERP, and executive consulting the engagements that define what Elevate does.
New client onboarding got dramatically faster. Catch-up work that used to take weeks now wraps up in days.
Elevate expanded across construction, manufacturing, landscaping, retail, and professional services without adding a single permanent US hire.
Month-end close and QuickBooks work stayed consistent across every client, even as the firm took on more volume.
Etisson resources became embedded in Elevate's day-to-day operations weekly calls, live workflow visibility, real accountability.
Growth is no longer tied to whether the firm can afford another US hire. Etisson removed that ceiling.