Case Studies

Selected client engagements

Representative engagements across healthcare, accounting, professional services, digital growth and business operations — described as challenge, solution and outcome.

Healthcare

Multi-Location Practice — Patient Acquisition & Visibility

Challenge:: A growing multi-location practice was losing visibility to larger competitors and seeing inconsistent patient inflow across sites.
Solution:: Structured local SEO, location-level landing pages, paid patient acquisition campaigns and weekly reporting cadence with the leadership team.
Outcome:: Materially improved local search rankings, more consistent qualified inquiries across sites and a single dashboard for leadership visibility.

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Accounting

Accounting Firm — Offshore Capacity for Tax Season

Challenge:: A mid-sized accounting firm was capacity-constrained during tax season, with senior staff doing routine bookkeeping and review work.
Solution:: Dedicated offshore bookkeeping and AP/AR pod aligned to the firm's workflows, with a documented review cadence and quality controls.
Outcome:: Senior staff freed for advisory work, faster monthly close for clients and a scalable model that flexes up during peak season.

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Professional Services

Professional Services Firm — Operations & Back-Office

Challenge:: A professional services firm had fragmented operations, manual reporting and rising administrative cost as they scaled.
Solution:: Process review, back-office consolidation, virtual assistant pod for admin workflows and reporting dashboards for leadership.
Outcome:: Lower operating cost per engagement, cleaner internal data and reclaimed leadership time for client-facing work.

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Digital Growth

B2B Services Company — Website Rebuild & Lead Generation

Challenge:: A B2B services company had a dated website, weak organic visibility and an inconsistent inbound lead pipeline.
Solution:: Modern conversion-focused website, technical and content SEO foundations, and a structured lead generation program with paid + organic working together.
Outcome:: Sustained increase in qualified inbound inquiries, lower blended acquisition cost and a brand presence aligned with their positioning.

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Business Operations

Healthcare RCM — Denials & AR Recovery

Challenge:: A practice group was facing rising denial rates, slow AR follow-up and cash flow strain from aged receivables.
Solution:: Root-cause analysis on denial categories, restructured AR workflows and a dedicated RCM pod delivered through InfinaRCM.
Outcome:: Higher first-pass clean claim rate, faster denial turnaround and improved cash collection across aging buckets.

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Workforce

Growth-Stage Company — Dedicated Offshore Team

Challenge:: A growth-stage company needed operational and customer support capacity without inflating onshore headcount.
Solution:: Sourcing, screening and onboarding of a dedicated offshore team aligned to client SLAs, with embedded QA and reporting.
Outcome:: Predictable operational coverage, lower cost per ticket and a team that scaled cleanly with business growth.

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