About the Client

H&H CPAs and Advisors is a micro-niche cloud-based CPA firm with two locations in the Gunnison Colorado Valley — serving business owners and entrepreneurs across the United States entirely online. Founded in 2007 and led by principals Mollie Haver CPA, MBA and Colleen Hegeman CPA, the firm has built its reputation on personalized, goal-aligned accounting that goes far beyond compliance.

Their tagline "Strength in Numbers" reflects their philosophy: accounting should connect directly to a client's business vision, creating a 1–2 year financial roadmap backed by real metrics. H&H positions itself as a Virtual CFO partner for business owners who want strategy alongside their books not just a number-crunching service.

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Meet the Principals

Mollie Haver

CPA, MBA — Co-Principal
Strategic planning & advisory lead

Colleen Hegeman

CPA — Co-Principal
Tax compliance & client services lead

The Challenge

1. Both principals increasingly tied up in monthly bookkeeping tasks rather than strategic advisory and tax planning sessions
2. New client onboarding slowed by backlogs — many clients arriving with messy or outdated QBO files requiring significant clean-up before ongoing work could begin
3. Difficulty scaling client volume without hiring onshore staff, which conflicted with the firm's lean, fully-remote operating model
4. Clients expecting proactive monthly reporting and responsive communication — hard to deliver consistently while managing execution work personally
5. Growing demand for virtual CFO-level advisory could not be met if the partners remained execution-focused

"For a firm whose core promise is to be a true business partner not just a bookkeeper spending partner hours on transaction recording was a direct cost to the firm's identity and growth ceiling."

The Etisson Solution

H&H didn't need more staff they needed the right work going to the right people. Etisson embedded a dedicated offshore professional directly into their QuickBooks Online workflow, working inside H&H's existing processes and delivering review-ready books every month. Completely invisible to clients. Zero disruption.

Principals stuck in execution

Transaction coding, reconciliations, payroll entries, AR/AP all of it moved off Mollie and Colleen's plate, so their time went back to the advisory calls that actually grow the firm.

Onboarding backlogs

New clients arriving with messy or outdated QBO files got cleaned up fast. Etisson handled the catch-up work so H&H could start advising immediately instead of spending weeks untangling history.

Scaling without hiring

A dedicated offshore professional scaled with their client volume no onshore headcount, no overhead, no conflict with their lean remote model.

Proactive reporting pressure

Clean, structured reports delivered ahead of every client's monthly meeting so Mollie and Colleen walked in ready to talk strategy, not still closing the books.

Virtual CFO demand going unmet

‍With execution fully covered, the partners finally had the capacity to show up as the strategic advisors their clients were already paying them to be.

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Results & Impact

• 60% reduction in bookkeeping labor costs, with offshore execution and no added onshore headcount.
• Principal time fully redirected to advisory, tax strategy, and business development.
• Faster client onboarding, with QBO backlogs cleared and advisory starting from day one.
• More productive monthly client meetings, with financials prepared and reviewed in advance.
• Virtual CFO positioning delivered in practice, not just in marketing.
• One client doubled revenue and profit within one year of engagement.