Accounting Firms

Strengthening Audit and Assurance for a Local Tax and Accounting Firm

Published on11 March 2025

The Challenge

A well-established local tax and accounting firm faced a critical challenge when an audit manager unexpectedly departed, leaving a gap in its assurance and audit practice. The firm struggled to maintain operations, meet client deadlines, and ensure engagement quality without an experienced manager. Traditional staffing solutions were too rigid and reactive, making it difficult to adapt to increased workload demands. 

The Journey

Timeline Crew Chiefs Captains Term
June 2024 – May 2025 Annual
October 2024 Monthly
January 2025 – March 2025 Monthly

The Solution

CPAClub provided a flexible and efficient solution to stabilize the firm’s assurance function and maintain audit quality: 

  • On-Demand Talent Support – Quickly filled the talent gap with access to multiple former Big 4 managers, ensuring audit engagements continued without disruption. 
  • Scalable Resource Allocation – Provided access to additional CPAClub passes, enabling the firm to keep pace with client commitments. 
  • Quality Control Support – Assisted with internal reviews and peer review preparation, strengthening the firm’s quality management practices. 

The Impact

With CPAClub’s support, the firm overcame its immediate talent shortage and positioned itself for long-term success. 

  • Client Trust Maintained – Meeting deadlines reinforced client confidence and protected key relationships. 
  • Growth Opportunities Secured – Increased capacity allowed the firm to win one of its largest audit clients. 
  • Operational Stability – Proactive support provided reassurance, turning a staffing challenge into a growth opportunity. 
  • 5-Star Passholder Experience – Seamless, high-quality service improved team efficiency, morale, and overall satisfaction. 
About CPAClub

CPAClub is transforming how public accounting firms and companies meet accounting, advisory and assurance requirements by turning the traditional model upside down. Founded and led by one of Accounting Today’s Top 100 Most Influential People in Accounting and one of CPA Practice Advisor’s 20 Under 40 Top Influencers, CPAClub was recognized as the CalCPA Firm of the Year and a Top New Product by Accounting Today. CPAClub offers onshore accounting, advisory and assurance solutions throughout the United States and abroad via its award-winning subscription model. Learn more at cpaclub.cpa.

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