Senior surge capacity for a US CPA firm in busy season
A US CPA firm scaled its busy-season delivery without recruiting locally — by adding a white-labelled Siyaval team that picked up audit prep, financial statement workpapers and tax return support.
The challenge
The firm faced its largest busy season in five years, with two senior associates departing in the same quarter. Local recruitment for qualified candidates was quoting four-to-six months per hire, and the partners were already absorbing review work that should have sat with senior associates. Without additional capacity, the firm risked missing client deadlines for the first time in a decade — and burning out the team that remained.
The solution
Siyaval stood up a white-labelled team of three US CPAs and two senior CAs on a Custom retainer, working US hours through the busy season. We handled audit workpapers, financial statement preparation, ASC 606 revenue workings and federal/state tax return support, all delivered into the firm's existing file structure and review platform. A dedicated engagement lead inside Siyaval ran daily handovers with the firm's partners and managed quality control end-to-end.
The outcome
Every client deadline was met on time through the season. The firm's partners moved off detail-level review and back into client advisory work, and the in-house associates avoided the seventy-hour weeks of prior years. The engagement converted into a year-round retainer the following quarter, providing the firm with a permanent senior bench for both peak surge and complex one-off engagements.