How We Started
We’re thrilled to help accountants build thriving, global, unified teams. That’s because we’ve done it ourselves, and we’ve seen the impact an elite team of professionals who love what they’re doing has on our clients, our team, and our local community.
When Isaac Smith co-founded his bookkeeping firm, Summit eCommerce Advisors, he had a vision of building a company that could deliver value to clients without him and his partner being involved in the day-to-day work.
In just three years, their team grew from two founders and one bookkeeper to a team of 13 people.
An offshore team in The Philippines.
Their unique recruiting process, focus on culture, and treating people well helped them build a team that is truly world-class.
As the company grew, they discovered that other accounting firms were having trouble finding great staff.
To their great surprise, whenever accountants heard that Isaac had solved the staffing problem, they demanded to know how he did it, and sometimes offered to pay for their help!
It became clear that there was a big problem that he was uniquely suited to solve. And so, our recruiting service was born.
Shortly thereafter, Meryl and Isaac connected in an online entrepreneurial community they are both in.
Isaac's story resonated with Meryl, who is the founder of Bean Ninjas, an ecommerce accounting firm with a team of 30, including ~20 team members in the Philippines. She had her own BPO horror story dealing with restrictive legal contracts and a hefty exit fee when bringing someone who worked in the BPO they were using fully onto the team.
She knew this wasn't an isolated problem as many accounting firm owners had similar issues both with BPOs and hiring directly in a compliant, cost-effective manner.
This led Meryl to make an initial investment in what Isaac was building. Meryl started referring work. The amount of interest was growing by the day, and at the time, it was still being run under Isaac's bookkeeping brand.
So, Meryl got involved with the rebrand. The two started working together on a new logo and a new website.
That's when TeamUp was born, and it demanded Isaac’s full-time attention.
Isaac has always enjoyed building teams, and he’s thrilled to be focusing full-time on TeamUp.
The momentum continued to grow, which led Meryl to invest more in the business to the point where she joined the team as a part-time brand ambassador role.
The two would meet up in person, along with their lead recruiter, Lala, and soon-to-be second recruiter, Janelle, in Boracay for a team retreat in the fall of 2023.
So, if you’re an accountant or bookkeeper who is overwhelmed with work...
Or, if you don’t know how to get started building a rockstar accounting team in The Philippines...
You’ve come to the right place.
