Case Study: Remote Finance & Accounting Staff

Small businesses often struggle to manage their books while staying focused on growth. One U.S.-based startup needed reliable financial support without hiring full-time in-house staff. This case study shows how Zedtreeo helped them build a remote finance and accounting team — improving accuracy and reducing overhead.

Client Profile

The client is a growing e-commerce business selling niche products across North America. They were using a mix of freelancers and spreadsheets to manage payroll, invoices, and reporting — which led to missed deadlines and financial errors.

Challenges Faced

Disorganized Bookkeeping

Transactions were tracked manually, leading to errors and delays.

Missed Deadlines

Tax filings and vendor payments were often late, damaging credibility.

No Financial Visibility

The business lacked regular reports to guide decisions.

Costly Local Hiring

Bringing on a full-time accountant was out of budget.

Inconsistent Support

Freelancers were unreliable and had no clear process.

Solution Implemented

Zedtreeo provided a full-time remote team including:
  • A bookkeeper to manage daily entries
  • A payroll specialist
  • A reporting analyst for monthly financials
  • A team lead to oversee accuracy and compliance
 
They worked in QuickBooks and Google Sheets, integrated with the client’s workflows, and followed a clear task calendar.

Results and Benefits

  • Reduced financial errors by 60%
  • On-time vendor and tax payments every month
  • Saved 85% compared to local hiring
  • Weekly and monthly reporting improved visibility
  • Enabled business owner to focus on sales and operations

Related Remote Roles

  • Remote bookkeepers
  • Remote payroll processors
  • Remote financial analysts
  • Remote accounts payable/receivable staff

Conclusion

With Zedtreeo’s remote finance and accounting staff, the business finally had clean books, timely payroll, and clear reports. As a result, they scaled faster and avoided the overhead of hiring in-house.

* We take our clients’ confidentiality seriously. While we’ve changed their names, the results are real.

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