CLIENT OVERVIEW
JBA CPA LLC is a Washington D.C.-based accounting firm specializing in monthly accounting, bookkeeping, and tax services for doctors, dentists, and veterinarians. The firm supports healthcare professionals with proactive financial guidance and consistent compliance services.
THE CHALLENGE
As JBA expanded, the firm faced rising delivery pressure and a growing backlog of monthly accounting work. Key challenges included:
- Heavy project volume across recurring clients in the medical sector
- Limited internal bandwidth to keep pace with the workload
- A need for expert support that could integrate quickly and maintain service quality
- The firm was also planning a strategic acquisition and needed a stable delivery infrastructure to support the transition.
HOW WE HELPED
JBA partnered with QX Accounting Services (QXAS), starting with one dedicated offshore accounting FTE.
- Initially tasked with five monthly accounting clients, the FTE quickly demonstrated strong alignment and accuracy
- Over time, the role expanded to cover 30+ client projects
- QXAS invested in understanding JBA’s client types and internal workflows to ensure seamless integration
- The assigned FTE became a core contributor to JBA’s recurring service model, enabling consistent delivery even as the firm scaled
RESULTS
- One offshore FTE now supports 30+ monthly accounting projects
- Maintained 100% client satisfaction (CSAT) across all deliverables
- Helped JBA navigate a CPA firm acquisition while maintaining delivery consistency
- Enabled the firm to expand services without hiring additional local staff
- Positive outcomes have led JBA to plan the addition of another FTE for continued growth
THE QX DIFFERENCE
- Lean Resource Model: Delivered meaningful operational impact with just one offshore FTE—ideal for firms testing outsourcing
- Niche Client Understanding: Adapted quickly to workflows and expectations for doctors, dentists, and veterinary clients
- Scalable Support: Freed internal leadership to focus on strategy, M&A, and long-term growth without sacrificing delivery
- Performance-Driven Partnership: Reliable output and high CSAT built internal confidence to expand offshore support further
This case demonstrates how a single, well-integrated offshore resource can drive an outsized impact for a growing accounting firm.
By leveraging QX’s accounting expertise, JBA was able to manage a 6x increase in project volume, maintain 100% client satisfaction, and focus on strategic initiatives like acquisitions—all without expanding its local team. The firm’s decision to scale offshore support further reflects the value of a lean, efficient delivery model that can grow alongside client needs and business complexity.
