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Strengthening Compliance for a Houston-Based Energy Sector Firm
26
Dec
Client Background
An accounting firm in Houston, founded in 2008, serving clients in the energy sector with a team of 12. Increasing regulatory complexity was straining operations.
Business Challenge
Compliance risks were becoming costly:
- $150K in penalties over two years.
- Inefficient processes: Slow tax and audit cycles.
- Growing regulatory pressure: More complex reporting requirements.
- Overloaded team: Manual checks burdening staff.
“We felt like we were paying fines instead of focusing on growth,” explained a firm Partner.
Caramel Advisors’ Solution
We focused not only on cost savings but on reducing stress and creating capacity for growth
Step 1: Prioritize quick wins
Introduced an offshore team to take over payroll and compliance tasks
Step 2: Map core vs. non-core processes
Map core vs. non-core processes
Step 3: Deploy a secure, compliant team
Implemented a SOC 2–compliant offshore team for reporting work.
Step 4: Ensure staff buy-in
Conducted joint workshops to ease concerns and smooth integration
Results Achieved
The impact was immediate and sustainable:
Results Achieved
The impact was immediate and sustainable:
45% savings in operational costs
38% faster reporting turnaround.
Ability to support 40% more clients without adding staff
Improved agility to match startup pacing.
Client Testimonial
Our partner’s expertise illuminated blind spots and propelled us forward
CFO , New York Accounting Firm