How Nextera Global Solutions Turned Weeks-Long Client Onboarding Into a Day

About Nextera Global Solutions

Nextera Global Solutions is a Chartered Accountancy firm delivering outsourced bookkeeping, financial statement preparation, PCAOB audit support and payroll processing support to CPA and accounting firms. The firm serves solo CPA practices, small and midsize firms and audit firms, and is led by a CA-qualified team with backgrounds in statutory audit, credit underwriting and cross-border financial advisory.

Key Results

• 2 weeks to 2 days Client Onboarding — Setup shortened per new engagement
• +25% Clients per Team Member — Practice capacity increased
• ~2 hrs daily Time Freed — Reconciliation time reduced per engagement

Growth was capped by setup, not demand

• Every engagement started from zero: historical financials, chart of accounts, review templates, and reconciliation logic had to be collected and mapped by hand before any billable work could begin, often taking weeks per client.
• Onboarding itself was manual, not just the accounting: requesting documents, chasing down what was missing, and keeping a new client informed of status all ran through email, adding time before the engagement reached its first deliverable.
• Reconciliation was scattered across systems: one client's bank ledger lived in QuickBooks, another's in Zoho, each with its own export format and account structure, so no single reconciliation process worked across the client base.
• The workload never got lighter with volume: every additional client added another full block of manual setup and reconciliation work on top of the last, so the practice could only grow as fast as it could hire and train new people.

For Nextera, the fix wasn't a tool the team still had to run by hand. It needed the onboarding work and the reconciliation work to each stop scaling with every new client.

Why Nextera chose OCTA, and what changed

Skills Handle the Setup

OCTA's connectors pull a new client's ledgers directly from QuickBooks or Zoho, and that client's chart of accounts and reconciliation logic get configured into a skill during the same step, replacing the intake work that used to scale only with headcount.

Review, Not Rework

With reconciliation output formula linked and traceable back to source data, Nextera's team shifted from producing each client's reconciliation to reviewing what the skill flagged, checking exceptions down to the transaction narration instead of tracing every entry by hand.

Onboarding Cut From 2 Weeks to 2 Days

Document collection, template alignment, reminders and first workflow setup that used to take about two weeks per new engagement are now configured in about two days after setting up the automations on OCTA.

25% More Clients per Team Member

With intake and reconciliation no longer consuming a block of manual hours per client, each member of Nextera's team carries roughly a quarter more engagements than before, without the practice adding headcount to hit the same number.

About 2 Hours Freed Daily, per Client Engagement

Bank reconciliation that used to mean manually matching a ledger against a bank statement now returns flagged exceptions and traceable output, freeing roughly two hours a day per client engagement for review and advisory work instead of data entry.

The Takeaway for Outsourced Accounting & Audit Support Firms

For Nextera, the actual constraint was never how well the team could do the accounting itself. It was everything that had to happen before and between that work. OCTA's automation took the document collection and status tracking off the team's plate, and its financial skills turned each client's reconciliation logic into something built once and reused rather than rebuilt every cycle, letting the practice take on more engagements per team member without adding people at the same rate as its client base.

What Nextera Global Solutions Says

Every client's reconciliation looked different. The chart of accounts was different, the accounting system was different, and the same process could not be reused from one engagement to the next.

— Oshin Agrawal CA, Founder, Nextera Global Solutions

OCTA executed the work I used to spend hours on myself. Once the skill is built for a client, I only need to review it.

— Oshin Agrawal CA, Founder, Nextera Global Solutions