Client Snapshot
Engagement Type:
Client setup, delivery evaluation, and team scaling
Initial Team Size:
3 accountants
Scaled Team Size:
1 controller (reviewer) + 4 OHI accountants
Key Highlights
Pilot Outcome:
Work quality exceeded expectations
Delivery Discipline:
Strong follow-up and on-time completion
Operating Model:
Controller-led review structure introduced
Scalability:
Team design enabled growth without quality dilution
Client Background
The engagement began as a controlled setup with a small OHI team to validate delivery quality, responsiveness, and turnaround expectations. The client’s objective was to assess whether OHI could consistently meet required standards before expanding scope and staffing.
Following strong early performance, the client approved a larger delivery structure to improve review coverage, increase throughput, and maintain consistent execution as volume and expectations grew.
Business Challenge
The client needed proof of consistent quality at a small scale, and a scalable delivery model that maintained standards as workload increased.
Establish Delivery Confidence in a Pilot Setup
The initial team needed to prove accuracy, reliability, and responsiveness before any expansion decision.
Maintain Quality While Scaling the Team
Expanding capacity risked inconsistency unless review discipline and standards were built into the operating model.
Ensure Strong Follow-Up and Timely Completion
The delivery model had to protect turnaround times and ensure issues were addressed without delays.
Build a Repeatable Transition and Training Process
New team members needed to ramp quickly while aligning to client-specific requirements and expectations.
Pilot-to-scale transitions often fail when quality controls are not embedded early and training is not standardized. The client required a structured operating model that could expand smoothly while keeping accuracy, turnaround, and responsiveness consistent.
OHI's Approach & Solution
Initial Setup and Evaluation
- Started with a focused team of 3 accountants to validate quality and delivery performance
- Demonstrated high accuracy, thoroughness, and dependable execution
- Maintained strong follow-up, timely completion, and fast transfer per client requirements
Expanded Setup and Team Structure
- Scaled the delivery model to 1 controller (reviewer) and 4 OHI accountants
- Established a controller-led structure to drive consistency and enforce review standards
- Improved throughput while protecting quality and timeline commitments
Training and Transition Management
- Implemented training focused on quality, process discipline, and client-specific requirements
- Standardized communication practices across the team and with the client
- Strengthened process management to balance workloads and maintain timelines
Results & Impact
| KPI | Before OHI | After OHI | Improvement |
|---|---|---|---|
| Quality Control Coverage | Limited review bandwidth in small setup | Controller-led review across accountants | Stronger review discipline |
| Delivery Consistency | Scaling risk of inconsistency | Standard execution with defined oversight | Maintained high standards at scale |
| Turnaround Timelines | Risk of delays during transition | Stable timelines with improved workflow management | Reduced bottlenecks |
| Client Satisfaction | Unproven delivery model at start | Trusted team expanded after successful pilot | Higher confidence and loyalty |
| Scalability | Limited capacity in initial structure | Expandable controller + accountant pod model | Easier growth without quality loss |
OHI established delivery confidence through a controlled pilot, then scaled into a controller-led operating model that strengthened quality control, improved workflow efficiency, and enabled expansion without compromising turnaround or standards.
“OHI proved delivery quality quickly, and the expanded controller-led structure gave us confidence to scale without losing consistency or turnaround.”
Finance Team
Client Operations Leadership
Scale your accounting delivery without compromising quality or timelines
Deploy a structured team model with built-in review controls, standardized training, and reliable execution.
