Address
6010 W Spring Creek Pkwy, Plano, TX 75024, USA
Who is the Client?
The client is a successful CPA practice based in Texas. They have a diverse clientele ranging from individuals to mid-size business to large companies and high net worth individuals. CPAs Inc have been in business for nearly three decades, and they take their long-standing client relationships seriously, regardless of their scale of operations.
Challenges and Opportunities
They wanted to cleanup the books of accounts for a long-standing client; however, the work more than a half-decade and their team was occupied with multiple high-value clients proving difficult for them to meticulously attend to the needs of their long standing client.
The firm saw an urgent need for expert assistance to not disappoint such a long standing client, while maintaining accuracy.
In addition, they did not want to build additional pressure on their existing team since they were already attending to multiple clients.
Also, onboarding immediate resources for this task would prove difficult since this was a one-time project.
To summarize:
- CPA’s Inc client had several years of books requiring an intensive cleanup
- The process was time-consuming and complex, detracting from the core business operations of CPA’s Inc
- The firm needed a reliable partner to deliver efficient and precise bookkeeping cleanup services
Why Princeton KPO
Brahmatma Patel and the team at Princeton KPO have proven expertise in handling such complex bookkeeping issues
Their dedicated approach and tailored solutions made them the perfect choice for this cleanup project
Princeton KPO’s prompt responsiveness and commitment to customer satisfaction ensured a smooth collaborative process
Value Driven Results
Princeton KPO’s solution helped the client’s end-client streamline their books of accounts, correct errors, consolidate data and ensure everything corresponded to latest regulations, tax rates and accuracy benchmark that our client offered to their end-clients.
We ensured all financial statements were accurate and corresponded with each other for multiple years of accounts.
Most importantly, our team closely worked with the end-client as a representative of CPAs inc and collaborated with all stakeholders to secure and clean up old data.
To summarize:
- Following the collaboration with Princeton KPO, the client’s books were successfully cleaned up, and financial accuracy was restored.
- Princeton KPO’s efficient services allowed CPA’s Inc. to focus on their core services, improving overall productivity.
- The firm experienced increased customer satisfaction, strengthening their relationship with the client.
Flexible Dedicated Affordable Outsourced Accounting Services
At Princeton KPO, we offer you experienced professional support equipped to handle diverse financial tasks as per your specific requirements. From basic bookkeeping to complex financial management, your dedicated resource offerings will seamlessly integrate with your business operations, providing scalable, cost-effective solutions. Discover the benefits of a tailored engagement with Princeton KPO.
Periodic Bookkeeping
Daily, Weekly, Bi-weekly, Monthly, Quarterly or Annual Frequency
Book keeping services
AP/AR reconciliation/Payments services
Invoice updating in software
Bank reconciliation services
Weekly/Monthly Financial statements
Payroll services
Sales and Use tax services
VAT services
Preparing tax returns
(1040/1065/1120/1041/990)
Audit pack services
Analytical cONSULTING
Project to Project or Ongoing Basis
Costing, Budgeting
Cashflow Management
Revenue Center trends analysis
Wages segmentation
Data tracking
Trend identification services
Setting up inventory process
Legislative and statutory Issue resolution
Monitoring KPIs
MIS Analytics
Pre-opening Budget Analysis
Variance Analysis
Sales Forecasting
Staff Scheduling Services
Dedicated Engagement
On-Demand Expertise
Bespoke Solutions
Flexible Task Management
Direct Control
Scalability
Task Prioritization
Continuity of Service
Cost Savings
Our Certifications
Why the client partnered with Princeton KPO?
The experienced team at Princeton KPO offered VC ERP Consulting, Inc. their deep expertise in accounting, finance, taxation, and regulatory compliance.
After conducting a detailed assessment of the existing processes, Princeton KPO developed a customized solution to address the specific needs of VC ERP Consulting, Inc.
Holistic Financial Expertise
Leverage our diverse experience to provide comprehensive accounting, taxation, and financial management services
Cost Efficiency
We help you significantly reduce operational costs by offering expert services sans in-house team overheads
Customized
Service
We tailor our solutions to fit your business needs, offering value-added services across all business scales
Dedicated Support
We nurture long-term client relationships with constant support, guidance and immediate query resolution
Our Accounting Proficiency
Zoho
Sage
Freshbooks
Oracle Business Suite
Netsuite
Business Central
Tally
Quickbooks Certified
MS Dynamics
SAP S/4HANA
SAP Business One
Xero
What Our Clients Say About Us
Discover how we’ve made a difference in the accounting operations of CPAs and businesses alike.
Vijay Chhabra
MD, VC ERP Consulting Pvt Ltd
“Working with Princeton KPO has positively influenced our international expansion by streamlining our accounting. They’ve streamlined our processes, refined our tax strategies, saved us money, and improved our decision-making. Their personalized service is highly recommended.”
John Smith
CEO, J&S LLP
“Brahma and his team at Princeton took the time to understand our business and provided personalized solutions that were tailored to our specific needs. They made everything seamless and stress-free, and their attention to detail was impressive.”
David Billing
CPA, Partner
“Partnering with Princeton KPO as our outsourced accounting partner has truly been a game changer. Their in-depth industry understanding and attention-to-detail exceeded our expectations. Their whitelabel service is our go-to-support during high demand times. We hope to continue our on-going collaboration.”