{"id":6910,"date":"2025-08-11T11:56:35","date_gmt":"2025-08-11T11:56:35","guid":{"rendered":"https:\/\/qxaccounting.com\/usa\/?post_type=casestudies&#038;p=6910"},"modified":"2025-08-11T12:16:24","modified_gmt":"2025-08-11T12:16:24","slug":"how-jba-cpa-llc-used-a-lean-model-to-handle-30-projects-and-grow-confidently","status":"publish","type":"casestudies","link":"https:\/\/qxaccounting.com\/usa\/case-study\/how-jba-cpa-llc-used-a-lean-model-to-handle-30-projects-and-grow-confidently\/","title":{"rendered":"How\u00a0JBA CPA LLC\u00a0Used a Lean Model to Handle 30+ Projects and Grow Confidently"},"content":{"rendered":"\r\n<section class=\"csdetnagative\">\r\n  <div class=\"container\">\r\n    <div class=\"csdetbox1\">\r\n      <div class=\"row pb-3 pb-md-5\">\r\n      <div class=\"col-md-6 col-xxl-7 se-style1\">\r\n      <h2>CLIENT OVERVIEW<\/h2>\n<p>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.<\/p>\n      <\/div>\r\n      <div class=\"col-md-6 col-lg-5 offset-lg-1 col-xxl-4 offset-xxl-1 text-start text-md-end d-md-block d-none\">\r\n        <img decoding=\"async\" src=\"https:\/\/qxaccounting.com\/usa\/wp-content\/uploads\/sites\/3\/2025\/08\/Thumbnail-391.webp\" class=\"img-fluid\" alt=\"\"\/><\/div>\r\n      <\/div>\r\n      <div class=\"row\">\r\n        <div class=\"col-md-6 col-xxl-7 se-style1\">\r\n        <h2>THE CHALLENGE<\/h2>\n<p>As JBA expanded, the firm faced rising delivery pressure and a growing backlog of monthly accounting work. Key challenges included:<\/p>\n<ul>\n<li><span style=\"color: #1A0637;\">Heavy project volume across recurring clients in the medical sector<\/span><\/li>\n<li><span style=\"color: #1A0637;\">Limited internal bandwidth to keep pace with the workload<\/span><\/li>\n<li><span style=\"color: #1A0637;\">A need for expert support that could integrate quickly and maintain service quality<\/span><\/li>\n<li><span style=\"color: #1A0637;\">The firm was also planning a strategic acquisition and needed a stable delivery infrastructure to support the transition.<\/span><\/li>\n<\/ul>\n      <\/div>\r\n      <div class=\"col-md-6 col-lg-5 offset-lg-1 col-xxl-4 offset-xxl-1 text-start text-md-end\">\r\n      <div class=\"csdetbox2\">\r\n        <h3>HOW WE HELPED<\/h3>\n<p>JBA partnered with QX Accounting Services (QXAS), starting with one dedicated offshore accounting FTE.<\/p>\n<ul>\n<li>Initially tasked with five monthly accounting clients, the FTE quickly demonstrated strong alignment and accuracy<\/li>\n<li>Over time, the role expanded to cover 30+ client projects<\/li>\n<li>QXAS invested in understanding JBA\u2019s client types and internal workflows to ensure seamless integration<\/li>\n<li>The assigned FTE became a core contributor to JBA\u2019s recurring service model, enabling consistent delivery even as the firm scaled<\/li>\n<\/ul>\n      <\/div>\r\n      <\/div>\r\n      <\/div>\r\n    <\/div>\r\n  <\/div>\r\n<\/section>\r\n\r\n\n\n<section class=\"csdetbox3\" style=\"background:#2B0A5B\">\r\n  <div class=\"container se-style1\">\r\n    <h3>RESULTS<\/h3>\n<ul>\n<li>One offshore FTE now supports 30+ monthly accounting projects<\/li>\n<li>Maintained 100% client satisfaction (CSAT) across all deliverables<\/li>\n<li>Helped JBA navigate a CPA firm acquisition while maintaining delivery consistency<\/li>\n<li>Enabled the firm to expand services without hiring additional local staff<\/li>\n<li>Positive outcomes have led JBA to plan the addition of another FTE for continued growth<\/li>\n<\/ul>\n  <\/div>\r\n<\/section>\n\n<section class=\"csdetbox4\" style=\"background:#fff\">\r\n<div class=\"container se-style1\">\r\n  <h2>THE QX DIFFERENCE<\/h2>\n<ul>\n<li>Lean Resource Model: Delivered meaningful operational impact with just one offshore FTE\u2014ideal for firms testing outsourcing<\/li>\n<li>Niche Client Understanding: Adapted quickly to workflows and expectations for doctors, dentists, and veterinary clients<\/li>\n<li>Scalable Support: Freed internal leadership to focus on strategy, M&amp;A, and long-term growth without sacrificing delivery<\/li>\n<li>Performance-Driven Partnership: Reliable output and high CSAT built internal confidence to expand offshore support further<\/li>\n<\/ul>\n<\/div>\r\n<\/section>\n\n<section class=\"csdetbox4\" style=\"background:#fff\">\r\n<div class=\"container se-style1\">\r\n  <p><strong>This case demonstrates how a single, well-integrated offshore resource can drive an outsized impact for a growing accounting firm.<\/strong><\/p>\n<p>By leveraging QX\u2019s accounting expertise, JBA was able to manage a 6x increase in project volume, maintain 100% client satisfaction, and focus on strategic initiatives like acquisitions\u2014all without expanding its local team. The firm\u2019s decision to scale offshore support further reflects the value of a lean, efficient delivery model that can grow alongside client needs and business complexity.<\/p>\n<\/div>\r\n<\/section>\n\n<section class=\"csdetbox7\">\r\n    <div class=\"container\">\r\n        <div class=\"row justify-content-center text-center\">\r\n            <div class=\"col-lg-9 col-xxl-8 position-relative z-1\">\r\n                <h3>Schedule a free no-obligation consultation<\/h3>\r\n                <a target=\"_blank\" href=\"https:\/\/meetings.hubspot.com\/nradanovich\">Request Pricing<\/a>             <\/div>\r\n        <\/div>\r\n    <\/div>\r\n<\/section>\r\n  \n\n\r\n<section class=\"csdetbox8\">\r\n<div class=\"container\">\r\n<div class=\"se-style1 text-center\">\r\n<h2>More case studies<\/h2>\r\n<\/div>\r\n<div class=\"owl-slider\">\r\n<div id=\"more-case-studies\" class=\"owl-carousel\">\r\n                    <div class=\"item\">\r\n                    <div class=\"thumbbox\">\r\n                        <a href=\"https:\/\/qxaccounting.com\/usa\/case-study\/daniel-e-greene-cpa-firm-achieves-99000-cost-savings-with-qx-outsourcing\/\">\r\n                            <div class=\"thumbbox-img\"><img decoding=\"async\" src=\"https:\/\/qxaccounting.com\/usa\/wp-content\/uploads\/sites\/3\/2025\/03\/Daniel-E.-Greene-CPA-Firm-Saves-99000-with-QXAS-Outsourcing.png\" alt=\"\"><\/div>\r\n                            <h5>Daniel E. Greene, CPA Firm Saves $99,000 with QXAS Outsourcing<\/h5>\r\n                        <\/a>\r\n                    <\/div>\r\n                <\/div>\r\n                            <div class=\"item\">\r\n                    <div class=\"thumbbox\">\r\n                        <a href=\"https:\/\/qxaccounting.com\/usa\/case-study\/wine-industry-cpa-firm-leverages-qxas-hybrid-outsourcing-to-boost-capacity-and-drive-growth\/\">\r\n                            <div class=\"thumbbox-img\"><img decoding=\"async\" src=\"https:\/\/qxaccounting.com\/usa\/wp-content\/uploads\/sites\/3\/2024\/08\/Wine-Industry-CPA-Firm-Leverages-QXAS-Hybrid-Outsourcing-to-Boost-Capacity-and-Drive-Growth.jpg\" alt=\"\"><\/div>\r\n                            <h5>Wine Industry CPA Firm Leverages QXAS\u2019 Hybrid Outsourcing to Boost Capacity and Drive Growth<\/h5>\r\n                        <\/a>\r\n                    <\/div>\r\n                <\/div>\r\n                            <div class=\"item\">\r\n                    <div class=\"thumbbox\">\r\n                        <a href=\"https:\/\/qxaccounting.com\/usa\/case-study\/how-we-improved-the-productivity-of-a-new-york-cpa-firm\/\">\r\n                            <div class=\"thumbbox-img\"><img decoding=\"async\" src=\"https:\/\/qxaccounting.com\/usa\/wp-content\/uploads\/sites\/3\/2025\/03\/How-we-improved-the-productivity-of-a-New-York-CPA-firm.jpg\" alt=\"\"><\/div>\r\n                            <h5>How we improved the productivity of a New York CPA firm<\/h5>\r\n                        <\/a>\r\n                    <\/div>\r\n                <\/div>\r\n            \r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/section>\r\n","protected":false},"featured_media":6917,"template":"","meta":{"_acf_changed":true},"class_list":["post-6910","casestudies","type-casestudies","status-publish","has-post-thumbnail","hentry"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/casestudies\/6910","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/casestudies"}],"about":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/types\/casestudies"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/media\/6917"}],"wp:attachment":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/media?parent=6910"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}