Engagement

  • Are you able to say, hand on heart, that you have an accurate and up-to-date engagement signed for every client? 

  • Are you losing hundreds of dollars by leaving scope undefined
    with clients    ?     

  • Are your lockup & debtor days lagging behind industry standards?  
By leveraging technology to standardise and automate your practice can move to proactively engage clients with defined scope, setting expectations on what your team will do and what is outside scope.

By clearly articulating this with clients you set your relationship up for success and remove bill shock and all that time spent on justifying the work you’ve already done for free hoping to get paid after the fact!

Not only this, but you’ll also spend less time double handling billing documentation, reduce lockup time & debtor days whilst most importantly realising positive influence on cashflow & reporting mechanisms for real-time visibility into the health of your practice, whilst giving an incredible first impression to clients! 

By adopting a cloud practice management system we’ve seen practices increase their efficiency by 80%, resulting in savings of 30hrs per month, simply by reducing inefficiencies and digitising their client engagement and billing process.  

Are you ready to be best-of-breed and take your practice to the next level?  

Our Process

We’re independent, certified software solution consultants.

This means you have a true 3rd party view on the best fit solution to your needs, no sales, no software bias, and a pure fit for needs assessment.

This is a golden opportunity and resource for your practice to leverage. 

Our proven 3 step process is shown on the left.
Ready to spend less time generating engagements, reduce debtor days and lockup, and provide your clients with a first-class engagement experience?

Ready to harness the next-generation engagement and invoicing solutions, embrace
a paperless process and automate non-value-adding activities?

Here are a few other ways we can assist your firm:

Document Management

A lot of time is spent managing and maintaining client documentation.

We’re on a mission to
halve the time spent through
leveraging the best-of-breed technology, best suited to your
practice and needs.

We’ll help you implement and better utilise yourapp stack solutions to transform your practice saving you hundredsof hours each year to invest back into your practice.

Practice Management

A lot of time is spent managing and maintaining client information & work.

We’re on a mission to halve the time spent through leveraging the best-of-breed technology, best suited to your practice and needs.

We’ll help you implement and
better utilise your app stack
solutions to transform your practice saving you hundreds of hours
each year to invest back into
your practice.

Optimisation

Have you already got some applications, but don’t feel they’re being utilised to their fullest extent?

Do you feel like your software isn’t up to task anymore and think it might be time for a change? 

We can help review your software,
and give you recommendations
on how to improve this to help you
better leverage your software and
make sure you work smarter not harder.

Need help with everything?

We’re here to help. If you need your entire accounting practice optimised, we can do that too.

We can take a look at everything that's going on, and provide you with suggestions for the best solutions for your firm.
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