​We design and deliver best practice solutions for accounting firms

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We start by understanding the gap between your business and your goals ​– what you have and where you’re at versus what you want and where you’d like to be.
 
We then come up with the simplest and most effective ways to bridge that gap.
 
And if you’re interested, we’ll come on board and do the bridging for you.

How we add value

Our preferred Application Stack

While there are many software options available in our industry, at present our allegiance lies with the application stack pictured below. 

​We recommend this as best practice due to the open API (Application Programming Interface). This means the apps can talk to each other, allowing for integrated systems, a single database, more efficient processes and less manual human interaction – translating to less operational issues.
 
If other software providers develop their platforms with open APIs in the future, we can look at inserting these into the middle of the diagram. We’re open-minded that way.

Software & Implementation

​With so many options in the marketplace, it’s essential to understand your needs and choose the right suite of products for your business accordingly. Using a range of software allows you and your team to work effectively both internally and with your clients. Researching, trialling and implementing new software can be time-consuming. We take care of this project entirely, training your team to feel confident in their roles, with minimal business impact. You didn’t get into business to implement software but we did!

​Systems & Integration

​Connecting your processes and procedures with your chosen software solutions is integral to the smooth operation and workflow of your business. Everything from practice management software and document management solutions, to tax and lodgements, communication and email platforms, corporate compliance and SMSF management programs. 

​Our experience and knowledge with a range of integrating platforms such as the ‘Practice Ignition > Xero > Xero Practice Manager/Tax’ trio, provides an end-to-end solution for every project we manage, resulting in an all-round smoother business.  

​Processes & Procedure

​We focus on the most efficient and effective ways to help you deliver a positive experience for your clients. Through this lens, your team can offer enhanced customer service and focus on generating new business from current and new clients. Through our experience with both inhouse and offshore models, we can help you successfully manage all areas of your business.

​Internal Workflow

It’s important to have a clear overview of your work, to successfully manage, plan and fulfil client obligations. We’ll create and implement a customised workflow solution tailored to your firm’s specific needs, helping you exceed client satisfaction, meet ATO lodgements and scope for new business.

​People

​Your employees come first. When your people feel valued, trusted and supported, they’re more motivated to deliver for your business and your clients. By establishing a strong team culture and aligning your people to your vision, we can help you cultivate an engaged workforce, inspired and at the ready to make a positive impact. 

​Change Management

​Change can be daunting, but with a united team, it doesn’t have to be difficult. We help you engage your organisation, helping your people understand the reason for change and their role in making it a success. Positive transformation calls for patience, empathy, transparency, clear communication, training and support. We are there every step of the way, smoothing out issues and easing impacts to your workflow. 

KPIs & Metrics

​Performance metrics keep your people and your business accountable and striving for success. ​We help you establish key business metrics at an individual, departmental and organisational level. With a clear reporting platform in place, managers and their teams can identify strengths and weaknesses, providing opportunities for business growth, development and change. 

​Our Network

​We’re all about creating agile and cost-effective businesses, unburdened by costly software, hardware and infrastructure. Through our industry network, we extend our knowledge and we’re privy to the best available models and solutions. If we don’t know the answer, we’ll know some who does.