Finance
Executive Assistant

Saved $90K+ Annually While Accelerating Collections

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
Rising Volume Overwhelmed AR and Admin Teams

21st Financial Group provides financing for customers of HVAC and home renovation contractors across Toronto. As their volume increased, internal teams were drowning in accounts receivable follow-ups, collections reminders, CRM updates, and contractor coordination work.

The company needed more administrative support to keep operations running smoothly, but the math didn’t make sense. Local admin roles in Toronto were costing $45,000 to $55,000 per year, plus employer CPP, EI contributions, and benefits. Hiring five additional staff locally would add over $250,000 to annual payroll, a significant expense for work that didn’t require physical presence in the office. 21st Financial needed a cost-effective way to scale their operations team without breaking the budget.

SOLUTION
Building a Remote Operations Team for AR and Admin Support

Treantly helped 21st Financial Group assemble a five-person virtual assistant team in the Philippines to handle high-volume administrative and collections work. The focus was on finding detail-oriented professionals who could manage sensitive financial tasks while maintaining strong communication with contractors and customers.

1. Accounts Receivable Management

The VA team took over AR follow-ups, payment reminders, and delinquency queues, ensuring consistent outreach and reducing overdue accounts.

2. CRM and Data Management

Team members maintained updated CRM dashboards and tracked contractor submissions, giving leadership real-time visibility into pipeline and performance.

3. Documentation Coordination

VAs managed the flow of paperwork and approvals between contractors, customers, and internal teams, reducing bottlenecks and speeding up funding timelines.

4. Time Zone Alignment

Treantly structured overlapping shifts to ensure coverage during EST business hours when lenders and contractors needed support, maintaining seamless communication despite the geographic distance.

RESULTS
$90K in Annual Savings With 28% Fewer Overdue Accounts

With Treantly’s offshore operations team in place, 21st Financial Group dramatically reduced payroll costs while actually improving collections performance and contractor satisfaction. The partnership demonstrated that for high-volume administrative work, the right offshore team can deliver both cost savings and better outcomes.

Key results:

  • Approximately $90,000+ CAD in annual payroll savings across 5 roles (local admin average $50K x 5 = $250K vs. offshore approximately $31K x 5 = $155K)
  • Overdue accounts reduced by 28% within the first quarter through consistent follow-up
  • Faster contractor payouts improved partner satisfaction and strengthened relationships
  • Freed up local leadership to focus on growth and relationship management instead of administrative tasks
  • Scalable operations foundation built to support continued volume growth

“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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Without Compromise?

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