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Customer
Background

The client is a Certified Public Accountant and the Founder of Certified Accounting firm based in the US. The firm insources the accounting activities from individuals and other businesses and works efficiently towards reaching their financial goals.

They collaborate with their clients via an advanced secure website platform to support a streamlined and highly efficient workflow. All the activities are performed online, clients always have real-time views of their data and financial situation.

Project
Objective

The firm has been managing the accounts of over 800+ clients. Our client was looking for a partner to manage the backend operations and assist his firm in day-to-day administrative activities, such as manage the client databases, coordinate, and collect financial documents, update clients about the progress of their tax preparations. The main objective is to assist all the certified accountants associated with the firm to access their documents depending on their business needs to fulfil their clients’ goals.

It’s an absolute pleasure to work with each of you. The notion is not lost on me that I couldn’t do what I need to do on a daily basis without each of you. I appreciate you both very much and look forward to working with each of you for many years to come!

- Founder

Results

  • Brickwork has been successfully managing the back-office operations. The client is happy with our assistance and helped them repurpose their time for business expansion.
  • The firm recently acquired 2 more accounting firms and planning to increase the workforce by 2023, expecting to outsource more projects to Brickwork.

Related
Capabilities

Accounting and
Bookkeeping Services

Stay on top of your finances - our experienced accountants are just a click away from organizing your financial statements, AR / AP and handle the bookkeeping for your small business. While we work with complete focus and attention to details and with a zeal to complete all backlogs to streamline all entries and expenses, you can concentrate on your business.

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Admin Support

We take care of all those little things that eat away into your productivity. Whether it’s navigating the internet for information, noting down minutes of an important meeting, creating a spreadsheet, or formatting a presentation, we are the experts. And of course, scheduling meetings and arranging your travel, coordinating with your other stakeholders are all part of our admin services.

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Customer Support

Your customers are important to us. If your customers need you, they can call us - expand your customer service solutions with our virtual assistants who are trained to give prompt support through live chat, email, or calls. Whatever may be your business, we can handle multiple channels for sales or customer service so that your customers see you as ever-responsive and customer-centric.

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Business support
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