Case Study: US & Canada-Based CPA Firm achieves 300% business growth and faster month-end close with Datamatics

Efficient Processing of Financial Statements leads to increased profitability of a CPA firm

The US & Canada Based CPA Firm, a financial and tax partner for entrepreneurs, family businesses, corporations and professionals, needed cost‑effective Accounting & Bookkeeping Services and timely preparation of financial statements amid volatile markets and changing tax laws. To improve accuracy, reduce turnaround times and support statutory and payroll compliance, the firm engaged Datamatics, using their accounting/write‑up services, a leading financial application and the web‑based Ozone case tracking tool.

Datamatics deployed a dedicated US GAAP/IFRS‑skilled team, standardized processes, maintained detailed customer business rules, provided MIS/BI reporting and audit support, and used Ozone for query tracking. As a result Datamatics shortened the month‑end close from five days to three, minimized accounting costs, improved document management and audit readiness, and helped drive a 300% increase in business volume for the client over two years.