• By Virtual Admins
• 2025-Dec-16

Optimize Accounting Solutions

Optimize Accounting Solutions is a U.S.-based boutique CPA and tax planning firm located in Fremont, California, serving businesses and individuals with tax, accounting, and advisory services.

Challenges

Optimize Accounting Solutions faced several operational obstacles that were limiting their productivity and chances to grow:

• A fully remote team where no day went by without background disturbances.
• Team members were working across different time zones at different locations.
• The coordination was not up to the mark either.
• The owner managed most of the work independently because, although she had a talented team, it did not meet the organisation’s needs.

Despite having a team, the absence of the right skill set and synchronised support created congestion that restricted competence, which ultimately increased workload pressure.

When VA Came Into The Picture

The partnership with the VA team brought immediate structural and operational improvements:

• They got the right talent in accordance with the organisation’s requirements.
• Employees became available in the same time zone, which made discussions easier.
• On-site presence in the office for tasks that required it.
• A trusted support system with predictable, well-grounded output.
• Clear performance evaluation metrics to track productivity and deliverables.

The Qualitative & Quantitative Impact

The transformation was both measurable and descriptive:

• Optimize Accounting Solution saw a 10% increase in revenue attributed to streamlined operations and improved efficiency.
• Moreover, a whopping 90% recovery of the owner’s time, enabling a renewed focus on business expansion, client acquisition, and strategic decision-making.

The partnership allowed Optimize Accounting Solutions to move from daily operational management to scalable growth, backed by the right talent and seamless coordination.