Operational Services
Business Success Support
Dedicated operational staff handling proposals, emails, contracts, project management, and client onboarding, so your core team can focus on what they do best.
Why Firms Trust Us
4+
CPA & Tax Firms Served
7+
Team Members Placed
100%
Client Retention
$42,000+
Average Annual Savings
What We Offer
Operational Support to Scale Your Business
Free your team from time-consuming operational tasks. Our business support professionals are trained in professional communication, project coordination, and client-facing workflows.
Preparing & Sending Proposals
Professional proposal preparation and delivery, keeping your sales pipeline moving and your bid responses polished and on-brand.
Replying to Business Emails
Timely, professional email responses so your internal organization, client relationships, and recurring tasks do not fall through the cracks.
Project Management
Coordinating tasks, timelines, and team members to keep your projects on schedule and stakeholders aligned at every step.
Sending & Preparing Contracts
Drafting, formatting, and sending contracts and agreements professionally and on time, every time.
Onboarding Customers
Smooth client onboarding experiences that set the right tone, reduce friction, and build trust from the very first interaction.
Calendar & Scheduling Support
Managing meeting requests, client calls, and internal scheduling so your calendar stays organized and nothing gets double-booked.
How It Works
Simple Onboarding, Seamless Support
Getting started with FTE is straightforward. We integrate into your existing workflow and tools so there is no disruption to your operations.
Free Consultation
We learn your operational workflow and priorities.
Team Matching
Matched with a trained business support specialist.
Process Training
Learn your tools, processes, and SOPs.
Daily Operations
Full-time support across all business functions.
Service Includes
Everything Covered Under This Service
Everything covered under our business success support service.
Why Us
Why CPA Firms and Businesses Choose Us
Professional Standards
Trained in U.S. business communication, client service, and professional etiquette.
Significant Cost Savings
High-quality operational support at a fraction of the cost of a U.S.-based hire.
Fully Dedicated
Works exclusively for your firm — not shared across multiple client accounts.
SOP-Driven Execution
Follows your exact processes, uses your tools, and reports to you directly every day.
U.S.-Based Oversight
Every team member is managed by a U.S.-based manager and backed by a seasoned CPA firm.
Integrated with Your Team
Works inside your meetings, platforms, and communication tools as part of your daily operations.
Watch & Learn
See How FTE Supports Your Firm
Learn more about who we are and how we help firms build reliable full-time support.
US-based ownership
No offshore risk
Compliance in-house
Zero paperwork for you
WISP-compliant
Enterprise-grade security
Coverage
Across time zones
Ready to Get Started?
Let a dedicated business support professional handle the day-to-day so your core team can focus on growth.