How Badger CPA Found the Right Talent in the Right Roles
Texas-based Badger CPA specializes in outsourced accounting, financial advisory, and fractional CFO services. Partnering with TOA Global has given them the capacity to let onshore staff focus on higher-value work. Here’s their story.
TOA Global Team Members
Across senior accountant and support roles
Outsourced Workforce
Revenue Growth
The Challenge
A Different Staffing Approach
Badger CPA had big goals. They also had a small team stretched thin. Despite possessing the expertise required to serve clients in construction, nonprofit, and government contracting, much of their onshore staff’s time was consumed by routine transactional work.
High staff turnover only exacerbated their fatigue. And simply finding more people wasn’t cutting it; that task itself was a challenge. Badger CPA needed the right talent in the right roles, living out their core values. A different staffing approach was necessary.
The Solution
Outsourcing Partnership Built on Cultural Alignment
Following a consultant’s advice, Badger CPA partnered with outsourced talent provider TOA Global in 2019. The firm began with two Filipino team members handling bank reconciliations and transactional coding. Today, they’re 18, covering roles from senior and general accountants to IT subject matter experts and client service coordinators.
While Badger CPA works with multiple providers to diversify their talent pool, they consistently highlight TOA Global’s hands-on management approach as a differentiator in ensuring quality and cultural fit.
TOA Global’s Filipino professionals brought the reliability the firm had long been looking for: clear English communication, a solid work ethic, and a willingness to contribute long-term. They even volunteered to join the firm’s newly formed AI task force, making up half of its membership.
Their integration runs deep: They participate in company-wide engagement programs and enjoy the same training and rewards as their peers in the US.
Advocating for Cross-Cultural Competency
Even with strong alignment, the partnership still had growth opportunities.
Some Filipino staff were inclined to be deferential to authority and less so with asking clarifying questions. Badger CPA took it as a chance for cultural enrichment, rolling out training for US managers to gain a deeper appreciation of Filipino communication styles.
The Results
Sustainable Operations with Enhanced Career Growth
Badger CPA now operates as a 58-person firm with exactly the 50% outsourcing ratio they targeted. Alongside an expanded service offering and a company acquisition, the firm’s offshore team contributed to their revenue growth of $7.5M from $2M.
Career Acceleration
By delegating routine tasks to their Filipino staff, the firm’s onshore team can now focus on controller, managerial, and advisory functions. This shift allows them to advance faster into senior roles.
Badger CPA has likewise identified the assistant controller role as a promotion target for eligible Filipino team members. To support this growth, they’ve engaged TOA Global’s learning and development unit to create a critical thinking module that strengthens the analytical skills necessary for advanced tasks.
Operational Impact
Badger CPA’s outsourcing partnership reduced overtime requirements. Since tasks are properly distributed, team members in the US and the Philippines maintain healthy work schedules while consistently delivering exceptional client service.
For firm administrator Amanda Owens, the addition of their TOA Global team members has given her the confidence to delegate, knowing tasks get done, and well. This capacity makes overseeing the firm’s Ministry, HR, and IT departments more manageable.
Community Involvement
True to their faith-based values, Badger CPA supports service projects that give back to local communities. Since outsourcing, they’ve expanded their reach to include a nonprofit in the Philippines, through which their TOA Global team members have had the chance to volunteer.
Free your team for high-value advisory work. Start with TOA Global.
