Customer Success
Scalable Support for
Growing Accounting Firms
At OHM Financial, success is measured by more than numbers. We focus on trust, transformation, and the time you win back. Our team helps small and mid-sized accounting firms across the U.S. expand capacity, reduce costs, and deliver higher-value service without the challenges of local hiring.
See what growth could look like for your firm. Book a no-cost consultation today.
Our Influence at a Glance
40% Average Cost Savings
Cut operational expenses by up to 40% without sacrificing accuracy, quality, or compliance.
25% Increase in Client Capacity
Serve more clients with the same internal team. No added hiring, no added stress.
50% Faster Turnaround Times
Streamlined workflows and dedicated offshore support help you complete projects in half the time.
More Clients. More Control. Less Stress.
Customer Success Stories
Real Firms. Real Results. Real Growth
Dallas Tax Practice: Escaping Tax-Season Burnout
Season after season, a five-person tax firm in Dallas felt overwhelmed and exhausted.
After reviewing their workflow, we paired them with a QBO Pro-Certified bookkeeper from our Philippines team to manage client communication and data entry. With paperwork off their plate, the firm focused more on client relationships and delivered 25% more returns in just three months without hiring locally or paying any upfront fees.
Outcome: Higher capacity, lower stress.
Iowa Bookkeeping Firm: Weekends Restored
For a three-person bookkeeping firm in Iowa, every month-end felt like a race against the clock.
Following a discovery call, we connected them with an offshore accounting specialist in India. Accounts payable and receivable were completed promptly every month, clients received faster and more accurate service, and the firm owner finally reclaimed her weekends.
Outcome: Time saved and efficiency regained.
Buffalo CPA Office:
Flexible Support Without the Long Contracts
A mid-sized CPA firm in Buffalo wanted to scale but was discouraged by outsourcing providers requiring large deposits and multi-year contracts.
We offered a flexible month-to-month partnership with no upfront payment. With a two-person offshore team supervised by a U.S.-licensed CPA, the firm saved 40% compared to hiring domestically and gained the freedom to scale staffing up or down at any time.
Outcome: Agility, savings, and long-term scalability.
What Our Clients Say
“Our offshore accountant feels like part of our team – responsive, reliable, and no hidden fees.”
Managing Partner, Dallas Tax Practice.
OHM Financial made outsourcing simple. No long-term contract, just exactly what we needed when tax season hit
-Owner, Iowa Bookkeeping Firm.
Why Firms Trust Us
See what sets OHM Financial apart.
Led by Certified Public Accountants
Your offshore team is overseen by U.S.-credentialed CPAs and EAs who ensure every project meets U.S. accounting standards.
Risk-Free
Engagements
Risk-Free Engagements
No upfront fees and no long-term commitments. Start, scale, or pause your services at any time with complete flexibility.
Effortless
Integration
Whether you use QuickBooks, Xero, or another platform, we integrate seamlessly with your systems to ensure consistent collaboration and full visibility.
Personalized
Assistance
All of our services are tailored to your firm’s specific needs, workload, and processes.
Your Success Story Starts Here
We’ve helped firms nationwide optimize workflows, cut costs, and boost capacity. Imagine what we can accomplish together.