Medium is an American online publishing platform that empowers writers and readers to discover and share in-depth stories, ideas, and perspectives through articles, blogs, and curated publications. Launched as a response to the limitations of short-form social media, it has evolved into a hybrid community blending amateur and professional content.
“Treantly’s commitment to excellence and exceptional Filipino talent empowered us to grow our subscribers 10x with integrity and efficiency.”
Victor Gershkovich’s accounting firm was stuck in a pattern many small practices know too well. Revenue spiked during year-end filing season, then dropped off sharply for the rest of the year. The business survived on tax deadlines, not sustainable monthly income.
Victor knew the solution was shifting clients to ongoing bookkeeping retainers, but he didn’t have the capacity to take on that work himself. He considered hiring offshore staff to handle routine bookkeeping, but had serious concerns. Would they understand proper accounting fundamentals? Could they handle accrual-basis accounting correctly? Would quality suffer? For a CPA firm, reputation is everything, and Victor wasn’t willing to risk it without the right safeguards in place.
Treantly helped Victor expand his team with qualified accounting professionals from the Philippines who could handle bookkeeping work to his standards. The focus was on finding genuinely skilled accountants, not just data entry staff, and creating a workflow that kept Victor in control while freeing up his time.
Treantly specifically targeted Bachelor of Science in Accountancy graduates and licensed CPAs from the Philippines, ensuring real accounting knowledge, not just bookkeeping experience.
Each candidate was screened for proficiency in QuickBooks, Xero, and accrual-basis accounting to match the firm’s client needs and software ecosystem.
Treantly helped design a bookkeeping-review system where offshore staff handled monthly reconciliations and categorization, while Victor maintained oversight and handled client-facing work and complex issues.
Clear processes were established for documentation, communication, and escalation to ensure nothing slipped through the cracks as work transitioned to the new team.
With Treantly’s credentialed accounting team in place, Victor successfully transformed his business model from seasonal tax work to steady monthly retainers. The offshore team proved that with the right qualifications and structure, quality doesn’t have to suffer when you scale.
Key results:
“Treantly’s commitment to excellence and exceptional Filipino talent empowered us to grow our subscribers 10x with integrity and efficiency.”
Medium is an American online publishing platform that empowers writers and readers to discover and share in-depth stories, ideas, and perspectives through articles, blogs, and curated publications. Launched as a response to the limitations of short-form social media, it has evolved into a hybrid community blending amateur and professional content.
EffyDesk found a sustainable way to stay efficient without compromising quality or output through Treantly’s hybrid staffing model. The offshore team allowed the company to maintain full coverage across support, marketing, and fulfillment while cutting unnecessary overhead. This partnership showed that smart scaling isn’t about doing more with less, it’s about building flexibility, stability, and resilience to keep growing even when the market changes.
Key results:
Transform your operations with virtual assistants who truly understand your business.