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 Member Experience – Seamless, high-quality service improved team efficiency, morale, and overall satisfaction.
