How Clarity Street helped Accounting Professionals migrate to more cloud-based applications

The Accounting Professionals team’s vision was to be a high-performing, best-practice accounting firm, with an innovative and integrated core management platform to match their progressive mindset.

Nick Fitzgerald, Director at Accounting Professionals, worked with Clarity Street to improve the systems and processes within his accounting firm.

The Catalyst for Change

"The catalyst was the need to be working in a best practice environment, and essentially be practicing what we preach to our clients about how to run a high-performing business."

"Our core business platforms, our practice management platforms, were inhibiting our ability to move forward, to get better outcomes for clients."

The Solution

"Amy was effectively able to show us what the end outcome was."

"There’s lots of noise out there regarding different software platforms, but understanding how they all come together has solved most of our current challenges. Most importantly, how it allows us to keep leveraging technology to expand in the future, and to achieve the outcomes that we're looking to achieve as a business."

"That’s probably the main reason we went with Clarity Street."

Advice To Others

"It's about communication and developing a comprehensive project plan, where you understand all of the timelines, what you need to have done by certain points, so that you can implement effectively."

"Then you can communicate to the team so that they have an understanding about what the transformation looks like, and that you're not going to be able to just click your fingers and go from 0 to 100 overnight."

This blog post was an excerpt from the 'Accounting Professionals Case Study' video. View the full video here.

Interested in finding out how Clarity Street could help your accounting firm? Book a meeting with us here.

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