Accounting
Executive Assistant

Turning Year-End Work Into Recurring Revenue

30%+
revenue increase in the first month
$2000
cost reduction each month
50+
hours saved each month
ABOUT

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.

INDUSTRY
Online Publishing / Internet Media
COMPANY SIZE
77 Employees
FOUNDED
2012
WEBSITE
HEADQUARTERS
San Francisco, CA, United States

“Treantly’s commitment to excellence and exceptional Filipino talent empowered us to grow our subscribers 10x with integrity and efficiency.”

Evan Williams CEO of Medium
CHALLENGE
Trapped in the Feast-or-Famine Cycle of Tax Season

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.

SOLUTION
Building Capacity With Credentialed Accounting Professionals

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.

1. Credential-Based Recruiting

Treantly specifically targeted Bachelor of Science in Accountancy graduates and licensed CPAs from the Philippines, ensuring real accounting knowledge, not just bookkeeping experience.

2. Technical Skills Verification

Each candidate was screened for proficiency in QuickBooks, Xero, and accrual-basis accounting to match the firm’s client needs and software ecosystem.

3. Hybrid Review Workflow

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.

4. Quality Control Framework

Clear processes were established for documentation, communication, and escalation to ensure nothing slipped through the cracks as work transitioned to the new team.

RESULTS
Doubled Recurring Revenue While Cutting Costs by 55%

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:

  • 60% of workload transitioned to monthly bookkeeping retainers within 9 months
  • 55% reduction in labor cost per client file
  • Recurring revenue doubled as the firm shifted from project-based to subscription model
  • Zero quality issues with fully credentialed accountants handling all work
  • Victor freed up to focus on advisory services and client relationships instead of data entry

“Treantly’s commitment to excellence and exceptional Filipino talent empowered us to grow our subscribers 10x with integrity and efficiency.”

Evan Williams CEO of Medium
ABOUT

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.

INDUSTRY
Online Publishing / Internet Media
COMPANY SIZE
77 Employees
FOUNDED
2012
WEBSITE
HEADQUARTERS
San Francisco, CA, United States
CHALLENGE
Sustaining Growth as the Market Shifted
During the pandemic, EffyDesk’s sales surged as remote work fueled demand for ergonomic home office furniture. To keep up, the company built in-house teams for fulfillment, advertising, and customer service. But when offices reopened, sales began to slow while operational costs remained high. The structure that once powered growth now strained efficiency. EffyDesk needed a leaner way to sustain performance, reduce overhead, and stay competitive in a post-pandemic market that was quickly shifting back to hybrid and in-office work setups.
SOLUTION
Building a Hybrid Offshore Team for Flexibility
Treantly partnered with EffyDesk to build a cost-efficient remote team that could keep operations running seamlessly through both growth and transition. The focus was on creating stability and flexibility, ensuring key areas like customer support, fulfillment, and marketing stayed consistent even as market demand shifted. With Treantly’s guidance, EffyDesk gained the structure and confidence to operate smoothly, no matter how conditions changed.
1. Strategic Team Setup
Assembled an 8–10-person remote team to handle customer support, fulfillment coordination, Meta Ads management, and email marketing.
2. Business Continuity
Maintained day-to-day operations even when local lockdowns disrupted warehouse access.
3. Sustainable Transition
Helped EffyDesk shift to a balanced onshore-offshore structure that kept costs manageable while maintaining quality and speed.
RESULTS
45% Cost Savings and Stronger Business Stability

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:

  • 45% labor cost savings while maintaining full operational coverage
  • Consistent marketing and customer support despite sales slowdown
  • Freed up resources to reinvest in product development and innovation
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