Status quo (Large Firm Outsourcing):


he country club had been outsourcing its accounting and payroll to a larger firm in town. While basic bookkeeping was handled, communication was slow and indirect and filtered through multiple account managers. This led to missed renewal reminders, delayed responses, and limited visibility into billing and reporting. Leadership wanted a more personalized, efficient solution that didn’t require the expense of hiring full-time staff.

Personalized Service Strategy:


We assessed the club’s existing accounting workflows, communication challenges, and cost structure to identify improvement opportunities. The recommended approach included:

• Assigning a dedicated accountant as the single point of contact for direct, transparent communication.
• Streamlining payroll and accounting processes to ensure timely, accurate reporting. Implementing a proactive renewal and billing system to prevent missed deadlines.
• Comparing current outsourcing costs with our flexible, service-based pricing model to improve efficiency and reduce overhead.