What S Accounting was up against.
S Accounting had grown to 6 staff but was turning away new clients. They couldn’t afford two more local accountants at $75–80k each — but the workload demanded it. They had tried a generic offshore agency once before with poor results and were skeptical about going down that path again.
How SOA narrowed the search.
SOA started with a 30-minute discovery call to understand the firm’s specific software stack (TaxCycle + Caseware), Canadian T1/T2 filing volume, and the cultural fit they needed. Our AI matching system scored 240+ vetted candidates against those exact requirements and surfaced a shortlist of 4.
Who we placed, and how fast.
After interviews, S Accounting selected a senior accountant and an intermediate accountant from the shortlist. Both passed our 5-stage vetting (background check, skills test, software proficiency on TaxCycle and Caseware, written English assessment, structured interview) before being presented to Michaela’s team. Both arrived fully briefed on Canadian T1/T2 filing requirements and were billing client work by day three.
The onboarding was seamless and they integrated into our team within days. We couldn’t run tax season without them now. SOA completely changed what was possible for our firm.
What happened after year one.
Within the first year, S Accounting onboarded 31 new clients they had previously been turning away. The two SOA placements have now been with the firm for over 18 months — zero replacements needed. Michaela has since told two of her peer firms about SOA, both of whom became clients.