MYCPE ONE

BACKGROUND

Please describe your company and position.

I am the Owner of Harper Advisory LLC

Describe what your company does in a single sentence.

Harper Advisors works with organizations navigating the rapidly evolving energy and innovation landscape.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MYCPE ONE to accomplish?

• Reduce operational costs associated with routine accounting tasks
• Improve overall resource efficiency within the firm
• Increase capacity without hiring additional full-time staff
• Allow senior team members to focus more on client advisory services
• Maintain consistent turnaround times for accounting deliverables

SOLUTION

How did you find MYCPE ONE?

Referral

Why did you select MYCPE ONE over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from MYCPE ONE were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Harper Advisors partnered with MYCPE ONE to support ongoing accounting and operational workflows while maintaining clear communication and coordination between teams. 

The scope of work included: 

• Assisting with routine accounting and bookkeeping processes 
• Supporting financial documentation and record organization 
• Managing recurring accounting tasks to maintain operational consistency 
• Coordinating workflow updates and task progress with internal teams 
• Providing responsive support for ongoing financial and operational needs 

The engagement began in June 2021 and continues to focus on maintaining reliable support and efficient collaboration across projects. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The engagement helped improve coordination and communication between teams while maintaining consistent progress on operational tasks. 

Key outcomes included: 

• Improved responsiveness when handling accounting requests 
• More consistent turnaround for recurring financial processes 
• Reduced internal workload related to routine operational tasks 
• Better coordination across projects through regular communication 
• Increased availability for leadership to focus on advisory and strategic work 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

MYCPE ONE maintained clear and consistent communication throughout the engagement. Their team stayed organized and provided regular updates on task progress, which helped ensure alignment with our internal priorities. 

They were responsive to requests and adaptable when timelines shifted or additional support was required. Communication through virtual meetings, email, and messaging made collaboration straightforward and dependable. 

What was your primary form of communication with MYCPE ONE?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

One of the most valuable aspects of working with MYCPE ONE was the ease of communication. Their team is accessible, responsive, and proactive in keeping tasks moving forward. 

That level of coordination made it easier for our team to stay informed and confident that work was progressing as expected, even when multiple projects were happening at the same time. 

Are there any areas for improvement or something MYCPE ONE could have done differently?

Overall, the collaboration has been positive. As workflows continue to evolve, further integration with digital accounting tools and workflow automation could help streamline certain processes even more. 
However, the team has been open to feedback and continues to adjust their approach as our operational needs develop. 

BACKGROUND

Please describe your company and position.

I am the Founder & Lead Accountant of Edouard & Company

Describe what your company does in a single sentence.

Edouard & Company is a CPA firm that provides dependable accounting and tax support to individuals and small businesses across Canada.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MYCPE ONE to accomplish?

• Reduce operational costs associated with routine accounting tasks
• Improve overall resource efficiency within the firm
• Increase capacity without hiring additional full-time staff
• Allow senior team members to focus more on client advisory services
• Maintain consistent turnaround times for accounting deliverables

SOLUTION

How did you find MYCPE ONE?

Connections

Why did you select MYCPE ONE over others?

• Great culture fit
• Good value for cost

How many teammates from MYCPE ONE were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Edouard & Company engaged MYCPE ONE to support routine accounting and operational tasks that could be managed efficiently through an offshore support model.
The scope of work included: 

• Assistance with bookkeeping and financial data organization 
• Support with recurring accounting workflows 
• Preparation of documentation needed for internal review 
• Assistance with tax-related accounting support tasks 
• Managing routine processes to help improve operational efficiency 

The engagement ran from August 2018 through July 2022 and focused on helping our firm operate more efficiently while maintaining service quality for our clients. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Working with MYCPE ONE helped our firm operate more efficiently and allocate resources more effectively.
Key outcomes included: 

• Reduced operational costs related to routine accounting support 
• Improved productivity across internal teams 
• Ability to handle a growing client workload without expanding staff significantly 
• More time for senior accountants to focus on higher-value advisory services 
• Greater consistency in completing recurring accounting tasks 

Overall, the engagement helped us maintain strong service levels while improving the overall efficiency of our operations. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

MYCPE ONE maintained clear communication and consistent coordination throughout the engagement. Tasks were organized through defined workflows, which helped keep projects moving efficiently. 
Their team was responsive when adjustments were needed and maintained dependable turnaround times for assigned work. The collaboration worked smoothly through virtual meetings and email, making it easy to stay aligned on priorities. 

What was your primary form of communication with MYCPE ONE?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most was how MYCPE ONE helped us run our operations more efficiently without increasing overhead. Their support allowed us to delegate routine accounting work in a way that made better use of our internal resources. 
By shifting certain tasks to their team, we were able to keep our internal staff focused on client relationships and higher-value work. That balance between cost efficiency and dependable delivery made the partnership particularly valuable for our firm. 

Are there any areas for improvement or something MYCPE ONE could have done differently?

Overall, the collaboration worked well for our firm. As accounting technology continues to evolve, further integration with automation tools and digital workflows could help streamline processes even more. 
That said, their team was open to feedback and adaptable whenever adjustments were needed. 

BACKGROUND

Please describe your company and position.

I am the Founder of Addyson Accounting LLP

Describe what your company does in a single sentence.

Addyson Accounting LLP is a full-service accounting firm serving businesses with federal, state, and local tax compliance, bookkeeping, and ongoing financial support. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MYCPE ONE to accomplish?

• Improve scalability during peak tax seasons
• Reduce pressure on internal staff during deadline-heavy periods

SOLUTION

How did you find MYCPE ONE?

Clutch Site

Why did you select MYCPE ONE over others?

• High ratings
• Great culture fit

How many teammates from MYCPE ONE were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Addyson Accounting LLP engaged MYCPE ONE to provide structured offshore accounting and tax support to help manage increasing workload during peak filing seasons. 

The scope of work included:

• Assisting with preparation of federal, state, and local tax returns 
• Supporting bookkeeping and reconciliation tasks during high-volume periods 
• Organizing and reviewing financial documentation for compliance accuracy 
• Managing recurring accounting workflows to reduce internal bottlenecks 
• Providing deadline-driven support during peak tax cycles 
• Coordinating task handoffs to ensure continuous progress on client deliverables 
• Supporting internal review processes before final filings 

The engagement began in December 2019 and remains ongoing, primarily focused on improving operational scalability, maintaining filing accuracy, and strengthening turnaround times during seasonal demand spikes. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The partnership with MYCPE ONE helped our firm manage seasonal workload more effectively while maintaining service quality for our clients. 
Key outcomes included: 

• Increased operational capacity during peak tax filing periods 
• Improved turnaround times for tax preparation and related deliverables 
• Ability to onboard additional clients without expanding internal headcount 
• Reduced workflow bottlenecks during deadline-driven filing cycles 
• Lower overtime pressure on internal accounting staff 
• More consistent completion of recurring accounting and compliance tasks 
• Greater ability for leadership to focus on client advisory and strategic planning

Overall, the engagement allowed our firm to maintain reliable service standards while managing growing demand during high-volume periods. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

MYCPE ONE maintained a structured and reliable workflow throughout the engagement. Their team worked within clearly defined timelines and maintained consistent communication, which was particularly important during high-volume tax filing periods. 
Deliverables were generally completed on schedule, and their team was responsive when priorities shifted or additional support was needed. During peak workload weeks, they were able to adjust quickly and help keep projects moving forward without creating delays in our internal process. 
Communication was straightforward and dependable through virtual meetings and email, and the collaboration felt well integrated with our internal team. Their ability to stay organized and responsive during deadline-driven periods helped ensure our filings and related deliverables stayed on track. 

What was your primary form of communication with MYCPE ONE?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about MYCPE ONE was their ability to provide dependable support during our busiest periods without adding complexity to our internal workflow. Their team integrated smoothly into our existing processes and was able to adapt to the pace and demands of tax season. 
They approached offshore support in a very organized and professional way, which helped maintain consistency in the work delivered. The flexibility they offered during peak workload periods made it easier for us to manage growing demand while still meeting deadlines and maintaining service quality for our clients. 

Are there any areas for improvement or something MYCPE ONE could have done differently?

Overall, the engagement has worked well for our firm. As operations continue to grow, additional workflow automation and deeper integration with accounting platforms could help further streamline collaboration and improve efficiency. 
That said, their team has been responsive to feedback and continues to adapt their processes as our needs evolve. 

BACKGROUND

Please describe your company and position.

I am the PMP of a healthcare advisory firm

Describe what your company does in a single sentence.

Our company helps healthcare organizations improve performance through structured program leadership and data-driven strategy.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MYCPE ONE to accomplish?

• Improved scalability during peak workload periods & Improved alignment with IRS, AICPA, and FTC expectations.

SOLUTION

How did you find MYCPE ONE?

Referral

Why did you select MYCPE ONE over others?

• Good value for cost
• Referred to me

How many teammates from MYCPE ONE were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Our company engaged MYCPE ONE to support the development and management of a structured offshore operations model aligned with healthcare advisory and compliance requirements.

The scope included:

• Establishing a scalable offshore support framework to manage peak workload demands
• Providing accounting and financial support services aligned with firm standards
• Implementing structured workflow processes and quality control procedures
• Supporting compliance alignment with IRS, AICPA, and FTC expectations
• Assisting with documentation, governance, and vendor oversight protocols
• Enhancing data security awareness and operational discipline within offshore teams
• Ongoing collaboration to optimize efficiency, turnaround time, and performance metrics

The engagement began in December 2019 and remains ongoing, focusing on operational scalability, compliance alignment, and long-term strategic growth.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Measurable Outcomes:

• Increased operational scalability during peak seasons without expanding internal headcount
• Improved turnaround times for key deliverables
• Strengthened alignment with IRS, AICPA, and FTC compliance expectations
• Enhanced documentation and vendor oversight processes
• Reduced workflow bottlenecks through standardized offshore procedures
• Improved consistency and quality control across accounting support functions
• Enabled leadership to focus more on strategic advisory services rather than operational management

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project Management & Responsiveness
MYCPE ONE demonstrated structured and proactive project management throughout the engagement. Deliverables were consistently completed on time, supported by clear timelines, defined responsibilities, and transparent communication.

Their India-based team created a strong time-zone advantage. Because they began work earlier in the day and overlapped significantly with our U.S. business hours, tasks could be handed off seamlessly and often completed by the next morning. This extended work cycle improved efficiency and ensured deadlines were met without delays. Time zone differences were never a barrier in fact, they enhanced productivity.

The team remained highly responsive to evolving needs, particularly during peak periods, and adapted quickly to shifting priorities while maintaining quality and compliance standards.

What was your primary form of communication with MYCPE ONE?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about MYCPE ONE was their structured approach to offshoring. Rather than offering informal remote support, they operate with clear governance, defined processes, and strong oversight aligned with regulatory expectations.

Their ability to combine scalability with compliance discipline was particularly impressive. The team maintained consistent communication, strong documentation practices, and operational transparency while leveraging time-zone advantages to enhance productivity.

They did not position offshoring as just a cost solution, but as a well-managed, secure, and strategic operational model.

Are there any areas for improvement or something MYCPE ONE could have done differently?

At this stage, we have not identified any major gaps in service delivery. As with any long-term partnership, continued investment in technology enhancements and workflow automation could further strengthen efficiency as operations scale. 

BACKGROUND

Please describe your company and your position there.

I am the owner and operator of Agro Accounting CPA, an online-based accounting and tax preparation firm.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Entigrity Solutions LLC, and what were your goals?

We hired Entigrity for staff outsourcing. They provide us with skilled and educated accountants based in India to work alongside with us to serve our clients - the way company employees work here in the US.

SOLUTION

How did you select this firm and what were the deciding factors?

We interviewed several staff outsourcing firms through Internet searching. We found Entigrity's business model and staff to be the most professional, organized and of highest quality among the firm candidates.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

Entigrity's staff dials into our network and computers remotely, and they assist us in tax preparation and bookkeeping - our firm's two main services.

Describe their billing or cost structure.

We have an annual contract with Entigrity set for x amount of hours per week, for such and such interviewed and trained staff member(s). During the busy tax season, Entigrity's billing flexibility allows us to retain their staff for more hours.

How many resources from the firm's team worked with you, and what were their positions?

We currently have two year-round associates, one staff/ junior level and one senior level, and during the tax season, our staff count from Entigrity doubles or triples.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

Entigrity's staff is educated, intelligent, hardworking and kind. We are able to obtain great quality work from them at prices that are significantly less than what we would pay for US-based counterpart talent.

Describe their project management style, including communication tools and timeliness.

Entigrity's use of technology is proficient and impressive. Our communications are done through Skype and email. Same-day service: what else more can I say!

What did you find most impressive or unique about this company?

Like I say, everyone at Entigrity has an amazingly kind and humble attitude. Such a positive energy source. Their drive to learn and adapt is unmatched.

Are there any areas for improvement or something they could have done differently?

We all have room for improvement and I am sure that Entigrity, on its end, will continue to be self-aware in order to keep thriving. That is the name of the game for any company. I otherwise don't have any noticeable improvement recommendations for Entigrity, given the level of service and price point of our business relationship.

BACKGROUND

Please describe your company and your position there.

I am the founder of "The Hibbert Group LLP". We define and direct all daily accounting operations and provide strategic financial and business expertise for corporate development initiatives.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Entigrity Solutions LLC?

We had previously worked with outsourcing firm in past and it did not go that well so we thought to give Entigrity a try by hiring a single offshore staff to help in bookkeeping.

What were your goals for this engagement?

Our main goal was to optimize the time of our local staff and get the day to day work of bookkeeping and other small work done through offshore staff .

SOLUTION

How did you select Entigrity Solutions LLC?

So one of the manager from entigrity Ronald Smith , reached out to me through linked in, he had given me a good presentation and we took it from there.

Describe the engagement in detail.

After I had decided to work with them , they took my requirement based on that we had created a JD for offshore staff. with In a week I was shared some of the resumes after that I took the Interview and hired that staff. The transition was smooth and the kind of IT infrastructure they have , I never had any complains . Now I have a team of 4 offshore staff who do tax preparation and bookkeeping for me.

Describe their billing or cost structure.

They bill me weekly based on the hourly rate .

What was the team composition?

Initially I had hired a single staff but once I was assured of the quality, I Increased the number to 4.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

In our Industry it is a task to hire a professional . With Entigrity our cost of four staff reduced down to 1/3 as you get people at a very low rate in India. Our local staff had more time to focus on client, we even got some of the task on auto mode .

How effective was the workflow between your team and theirs?

So we have one local staff and under him there are two offshore staff. For us it worked really well and most of the day to day work was taken care by offshore staff.

What did you find most impressive about this company?

I was really impressed by their process and IT infrastructure . The Offshore staff was good in communication , though there was accent in their language but they could understand and respond to our questions .

Are there any areas for improvement?

We had asked them for an experienced staff as well but the time to hire them was very high , It will really help if they could reduce TAT for that as well.

BACKGROUND

Please describe your company and position.

I am a Partner of an accounting firm 

Describe what your company does in a single sentence.

We are a full service public accounting firm.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Entigrity Solutions LLC to accomplish?

• Increase capacity while maintaing quality and control.

SOLUTION

How did you find Entigrity Solutions LLC?

Referral

Why did you select Entigrity Solutions LLC over others?

• Pricing fit our budget
• Great culture fit
• High Quality Candidates

How many teammates from Entigrity Solutions LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We have utilized multiple offshore team members for both assurance and tax services.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Ability to complete assigned work within budget.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Our offshore team has been great. 
• It takes some work adapting to working with an offshore team, but Entigrity has a lot of tools to assist.
• Our relationship manager, Priyank, is fantastic.

What was your primary form of communication with Entigrity Solutions LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Entigrity Solutions LLC's candidates have interviewed very well. We've been impressed with the number of options.

Are there any areas for improvement or something Entigrity Solutions LLC could have done differently?

None.

BACKGROUND

Please describe your company and your position there.

I'm the business owner, operations and hiring manager. I oversee the tax preparation department and my business partner oversees the bookkeeping department.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Entigrity Solutions LLC, and what were your goals?

We hired Entigrity to provide staffing assistance for our bookkeeping department first, and then our tax preparation department. Our goal was to service our bookkeeping clients with more regularity and increase our bandwidth. On the tax prep side, we were unsuccessful in hiring and retaining experienced and educated preparers that were eager to work.

SOLUTION

How did you select this firm and what were the deciding factors?

My business partner interviewed several staffing firms. The transparency, hiring options, and affordability were the deciding factors.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

We interviewed them to learn their business model. We discussed our goals and needs for staffing. We hired one bookkeeper to "test drive" the system. After a great experience, we immediately brought on multiple tax preparers. We have expanded every year since partnering with Entigrity.

Describe their billing or cost structure.

They have transparent pricing based on the skill level of the team member and the hours needed.

How many resources from the firm's team worked with you, and what were their positions?

We worked with three people at Entigrity, but primarily with one relationship manager that coordinated the hiring. We hired a Tax Manager to coordinate the onboarding and training with the rest of the team members.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

Our overall business has grown by more than 10% every year, and we are now looking to expand our bookkeeping department by 25% this year. Our turn around times have dropped every year, and will continue to do so since we add more team members. We appreciate their openness to learning, coaching, and critical feedback.

Describe their project management style, including communication tools and timeliness.

The Entigrity team is eager to please and find solutions for us, and we love that. We can have as much, or even as little, contact as needed or available. We meet via Skype and have robust email exchanges.

What did you find most impressive or unique about this company?

We were impressed by their responsiveness to training, change, and coaching. We did not have that experience with our in-office preparers. This was incredibly refreshing for us.

Are there any areas for improvement or something they could have done differently?

Tax prep and bookkeeping has gone well, and communication is good. We would like to see more specific training on complex tax issues within our tax software.

BACKGROUND

Please describe your company and your position there.

The company is an Irish-based multinational professional services company that specialises in IT services and consulting. I work as an assistant manager.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Entigrity Solutions LLC?

We hired Entigrity Solutions LLC for the purpose of Staff augmentation for our new projects. Entigrity has helped us in hiring skilled tech resources on external basis to cover necessary positions in our team.

SOLUTION

How did you select this agency and what were the deciding factors?

We tried looking for companies who can provide such services and then we hired Entigrity Solutions LLC for the task

Describe the project in detail and walk through the stages of the project.

We already have engineers working on our projects in the local office, but we wanted to extend our team to have a team of programmers and employees for another project that was outsourced by a company. We needed to hire a team of 5-8 tech professionals and 2-3 accountants.

Describe the recruitment process in detail.

We asked then whether they have professionals who will help us collaborate with our team more efficiently. Apart from extending our local team, Entigrity provided us several other value-added services that ensured the smooth integration of our remote development team and helped us grow our business

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Entigrity has provided us significantly more time to connect with our clients and focus on business choices. I seriously recommend it. We've saved a lot of money and time as a result of this. We discovered that almost every work that our in-house team can accomplish can almost certainly be handled by Entigrity staff.

How effective was the workflow between your team and theirs?

Working with Entigrity and their team was a privilege. They are approachable, responsive, and goal-oriented. They collaborated perfectly with our other team members/employees.

What did you find most impressive or unique about this company?

They worked wisely, efficiently, and quickly with their affordable services. They are also aware of the market requirements.

Are there any areas for improvement or something they could have done differently?

Despite the fact that we can't meet face to face every day, we can still interact effectively online.

BACKGROUND

Please describe your company and your position there.

I am the administrative assistant. We provide financial services to businesses in terms of getting loans and to combine with partners for investment.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Entigrity Solutions LLC?

Our company want to spread their services to more than 20 countries and so on. When we initiated to implement it, we needed efficient team members as our representative in other countries. We hired Entigrity Solutions for helping us in hiring the new staff or team members as out offshore representatives

SOLUTION

How did you select this firm and what were the deciding factors?

We saw their LinkedIn profile and contacted them there. We were really impressed after our first meeting with them and we hired them after that meeting

Describe the project in detail and walk through their service package.

Our company want to spread their services to more than 20 countries and so on. When we initiated to implement it, we needed efficient team members as our representative in other countries. We hired Entigrity Solutions for helping us in hiring the new staff or team members as our offshore representatives.

At first we only wanted to hire one team having 8 members. They sent us profiles within 4 to 5 days and then with the help of Entigrity Solution we were able to interview the ones we shortlisted and hire those who passed the interview

How many resources from the vendor's team worked with you, and what were their positions?

We are dealing up to 12 offshore projects right now. All of our team members/representatives are being hired through Entigrity solutions

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Great company and good people. Technically very sound people. Initially when I heard about the concept, I was apprehensive, but with Entigrity emerging technologies and internet it only took 60 minutes for me to implement and bring them on board. I am extremely pleased with Entigrity's staffing model is painless, seamless and of course economically efficient. I recommend them to all small and mid-sized accounting firms.

How effective was the workflow between your team and theirs?

It has been working out very well. I am satisfied

What did you find most impressive or unique about this company?

Entigrity Solutions LLC's staffing model is painless, seamless, and economically efficient.

Are there any areas for improvement or something they could have done differently?

No, they are perfect at what they do