What DK Accounting was up against.
DK Accounting was a 4-person practice handling a growing roster of oil and gas clients in Calgary. Their one junior accountant was overwhelmed during year-end, and the partners were doing bookkeeping work themselves — a significant drag on their advisory capacity and billable hours.
How SOA narrowed the search.
DK’s discovery call focused on what was eating partner time: AP/AR processing, bank reconciliations, and document collection. SOA’s AI matched these requirements against the talent pool and surfaced 3 strong candidates with QuickBooks Online experience and a track record handling Canadian small business work.
Who we placed, and how fast.
SOA placed a junior accountant from Manila with strong AP/AR and reconciliation skills. She was trained on DK’s Karbon workflow and QuickBooks Online setup before day one, including a walkthrough of their oil and gas client tagging convention. The partners immediately reclaimed 15+ hours per week of bookkeeping work that had been pulling them off advisory.
SOA placed a junior accountant for us within 10 days. She handles all our AP/AR and reconciliations — saves us at least $40k a year compared to hiring locally. Couldn’t recommend them more.
What happened after year one.
A year on, the placement is still with DK Accounting. The partners have used their reclaimed hours to take on three additional advisory clients — a higher-margin segment of their book — and David estimates the indirect revenue gain from advisory expansion now exceeds the cost savings.