Success StoryTri-Star

WithPort specializes in outsourcing solutions, assisting US businesses in hiring skilled professionals in the Philippines.

This case study explores the collaboration between WithPort and Tri-Star, a distinguished family office based in Houston, TX. With diverse projects from real estate to gas stations, car washes, restaurants, and more, Tri-Star sought comprehensive assistance from WithPort in sourcing and hiring accountants, FP&A specialists, and bookkeepers in the Philippines.

About The Client:

Tri-Star is a renowned family office managing a diverse portfolio of projects and investments across multiple industries. With a commitment to financial excellence, Tri-Star sought to strengthen its team with skilled professionals to support its operations and ensure the success of its projects.

The Challenge

Tri-Star encountered several challenges in its efforts to build a qualified financial team:

  • Identifying qualified financial professionals with expertise in accounting, financial planning & analysis (FP&A), and bookkeeping.
  • Lack of familiarity with sourcing and hiring processes in the Philippines.
  • Time constraints necessitate a swift and efficient hiring process to support ongoing projects and business operations.

The Goal:

WithPort provided tailored solutions to address Tri-Star’s specific needs:

  • Comprehensive sourcing services to identify and recruit skilled accountants, FP&A specialists, and bookkeepers in the Philippines, ensuring alignment with Tri-Star’s requirements and standards.
  • Streamlined hiring process, including candidate screening, interviews, and onboarding, to facilitate swift integration into Tri-Star’s financial team.
  • Ongoing support and training are needed to ensure seamless collaboration and optimal performance of offshore financial professionals.

The Results:

Through WithPort’s assistance, Tri-Star successfully hired a team of dedicated financial professionals in the Philippines, contributing to:

  • Enhanced financial management and reporting capabilities across Tri-Star’s diverse projects and investments.
  • Improved efficiency and accuracy in accounting, financial analysis, and bookkeeping processes.
  • Strengthened financial oversight and decision-making, leading to greater transparency and accountability.

The partnership between WithPort and Tri-Star displays the value of strategic outsourcing in driving financial excellence and business success. By leveraging WithPort’s expertise and resources, Tri-Star effectively addressed its hiring needs and built a high-performing financial team in the Philippines. This collaboration exemplifies WithPort’s commitment to empowering businesses like Tri-Star with tailored outsourcing solutions that enhance efficiency, productivity, and financial performance.