INTRODUCTION
A Mumbai-based SaaS accounting firm engaged Mercurius Advisory Services in 2023 to support rapid client onboarding, A/P–A/R management, and tax-related services for their growing U.S.-based customer base.
DISCUSSIONS
With an ambitious goal to scale from 50 to 200 clients in just three months, the client needed a dependable back-office engine capable of handling varied client needs across industries like law, e-commerce, and real estate, while maintaining U.S. compliance standards.
REQUIREMENTS
• Manage books, A/P–A/R, and 1099 filings
• Onboard clients quickly and efficiently
• Deliver timely financial reports
• Maintain communication across time zones
• Support tax returns and ADP payroll setups
SOLUTION
Our tailored team model, supported by dedicated resources and standardized processes, enabled high-performance delivery:
1. Rapid Onboarding Execution:
Scaled operations from 50 to 200 clients within 90 days.
2. Robust Team Deployment:
Deployed a 12-member team with 2 managers and 1 controller overseeing client communication and quality control.
3. Daily Bookkeeping and A/P–A/R:
Handled weekly books, vendor payments, receivables, and client coordination.
4. Process Automation & Internal Systems:
Implemented structured reporting systems and follow-ups to ensure timely delivery.
5. Chart of Accounts Standardization:
Built consistency across clients, which improved transparency and boosted referrals.
6. Compliance & Payroll Support:
Assisted with 1099 filings, tax returns, and ADP payroll setup.
CONCLUSIONS
Our collaboration helped the client achieve operational scalability, ensure timely and compliant delivery, and become a dependable accounting partner for U.S. clients. Today, they continue to grow on a strong financial foundation built with our support.
