case studies
Each of these describes the shape of the engagement and the operational change. We deliberately don't attach percentage savings until they're measured on your own workload.
challenge
Tax season required 14 temporary preparers each year, with quality varying by hire and review time consuming partner capacity.
approach
Eight AI-Ready preparers under Managed Offshoring Services, supervising leading AI tools for extraction and schedule mapping under RevPractice's controls.
result
Peak-season preparation absorbed with a smaller team; review effort concentrated on flagged items rather than full re-performance.
challenge
Fixed monthly fees meant every manual reconciliation hour came straight out of margin.
approach
AI-Augmented Delivery — three resources supervising reconciliation with leading AI tools under RevPractice's governance across a portfolio of small-business clients.
result
Clients moved from monthly catch-up to continuously current books.
challenge
Growth was capped by how fast they could hire and train transaction processors.
approach
A 20-seat AP/AR pod, ramped in stages, working an exception queue instead of an inbox.
result
Volume capacity added without a proportional increase in processing headcount.
challenge
Two penalty events in a year traced to input errors caught after submission.
approach
Managed Offshoring Services with automated input validation, variance detection and jurisdiction-rule checks pre-review.
result
Errors surfaced before submission rather than after; reviewers work from an exception list.
challenge
Fractional CFOs were spending a third of billable time cleaning ledgers.
approach
A continuous bookkeeping and close pod, plus agent-drafted KPI packs each month.
result
Advisory hours protected; management reporting arrives drafted rather than requested.
challenge
Cost-per-transaction targets tightened annually under a hard headcount cap.
approach
AI-Augmented Delivery across AP and close support, no change to internal headcount.
result
Close tasks orchestrated to a checklist with tie-outs automated ahead of review.
Company names shown are illustrative placeholders pending client approval to publish.