Empowering a CPA Solo-Entrepreneur During Tax Season Peak
Client Profile
- Client: Stacey Adams, CPA (Owner)
- Company: Stacey Adams CPA
- Location: Sioux Falls/Brandon, South Dakota
- Challenge: Managing a rapidly growing client base, including monthly, quarterly, and tax clients, while simultaneously supporting her husband’s booming new business.
Table of Contents
The Challenge: Reclaiming the Best of Me
Stacey Adams is a high-achieving CPA who transitioned from a corporate Controller role to full-time entrepreneurship. However, the dual demand of a growing practice and assisting with her husband’s startup left her stretched thin. As tax season approached, Stacey found herself:
- Falling Behind: Processing sales tax filings at 11:00 PM on the due date.
- Manual Overload: Handling tedious bank reconciliations and matching transactions with specific attachment requirements.
- Operational Bottlenecks: Managing payroll across Gusto and QuickBooks while attempting to provide high-level advisory services like inventory margin analysis.
Stacey needed a knowledgeable QuickBooks expert who could function as a long-term partner, allowing her to focus on high-value client relationships rather than data entry.
The Ataraxis Solution: Vetted Talent at Speed
Ataraxis stepped in to streamline the hiring process, leveraging our global talent pool to find a candidate with specific US accounting expertise.
- Timeline: Within just 2 weeks, Ataraxis sourced and fully vetted two top-tier candidates.
- Vetting Process: Our team conducted technical assessments to ensure QuickBooks proficiency, verified remote work setups, performed culture-fit interviews, and checked professional references.
- Efficiency: Stacey interviewed one candidate and immediately recognized the fit, hiring her at a competitive rate of $12/hr.
The Talent: Spotlight on Joan
To solve Stacey’s challenges, Ataraxis placed Joan, a Senior Bookkeeper with a Bachelor of Science in Accountancy. Joan is a great example of talent Ataraxis provides:
- Expert Technical Stack: Proficient in QuickBooks Online, Sage, and NAV Dynamics, alongside tools like Dext, Bill.com, and Slack.
- Certified Professional: Joan is both a Certified QuickBooks ProAdvisor and a Certified Bookkeeper.
- Proven Experience: Her background includes bank and credit card reconciliations, financial statement preparation, and managing accounts payable/receivable.
- High-Level Oversight: In her previous roles, she was responsible for reviewing the work of junior staff to ensure adherence to strict accounting standards.
The Result: A Scalable Future
By integrating an Ataraxis virtual assistant, Stacey Adams gained more than just a data entry clerk; she gained a system.
- Immediate Relief: Professional support for bank reconciliations and tax preparation support.
- Scalability: With Joan managing the manual QuickBooks matching and transaction attachments, Stacey is now positioned to take on additional clients.
- Seamless Integration: Utilizing Ataraxis’s provided VPN and time-tracking software, Stacey was able to onboard her new hire without investing in additional expensive infrastructure.
About Ataraxis
Ataraxis helps founders and operators hire MBA-level, dependable global talent for administrative, operations, and revenue-support roles—fast. We handle sourcing, vetting, and ongoing operations so clients get dedicated talent without the typical hiring drag.
If you’re trying to reclaim executive time, tighten operations, or build a scalable sales support engine, we can usually deliver vetted candidates in 2 weeks or less.
Examples of other roles Ataraxis fills:
Bookkeeper
Accountant
Accounts Payable Specialist
Accounts Receivable Specialist