Archives: Case Studies

Case Studies Description

  • A mid-tier practice in London had previously used outsourcing and offshoring, but turned to AdvanceTrack when it looked to take things to the next level.
  • We now have had AdvanceTrack people working across all of our business services pods, with some serving as offshore support .
  • Now, we’re looking at the best tech and processes to enable us to provide better and broader advice to our clients.

 

  • Our client had been an early adopter of cloud accounting technology, but their existing tech wasn’t fit for future purpose.
  • They improved their project management capability by bringing in Xero and AdvanceTrack gave us advice on how to tidy up the migrating files.
  • We’re now better placed to provide our client with more up-to-date financials, and can provide better and more timely client advice.

 

  • Two large international companies needed help migrating from Sage to Xero, including 1000’s of transaction lines which also needed reconciling.
  • The migration was delivered cost-effectively and accurately.
  • They now have clean, quality data with meaningful reports with cloud tools that can be connected using Xero.
  • A firm wanted to have a consistent message of client contact
  • Outsourcing has enabled them to have more junior members of staff working with clients earlier in their career.
  • Their team now comprises of client managers, assistant accountants and trainees, all with AdvanceTrack supporting them as part of that team.
  • A Major International Group was struggling to navigate through the iXBRL maze.
  • They wanted to deliver a long term solution to iXBRL compliance and decided to outsource the first year file preparation to us.
  • We completed the files for approximately 70 group companies, helping the group meet their deadlines.
  • Prior to using AdvanceTrack®, this sole practitioner had use another outsourcing provider.
  • However, they would regularly receive work back and have to spend time unravelling what had been done.
  • They switched to us and have seen an attention to detail and superior tracking system.
  • After conducting a review of all the major outsourcers, we were selected by a top 50 firm to help provide additional capacity at certain times of the year.
  • To do this, we helped provide a more process driven approach to exercises such as accounts production.
  • This has helped them offer trainees and staff more interesting and challenging work as well as save the firm money on recruitment.
  • A 15 partner regional practice needed to free up staff time during tax deadline season.
  • We were selected to deliver 600 personal tax returns between May and January.
  • This led to an increase in net profit by £150,000 and improved service delivery.
  • A two-office practice decided to outsource to reduce the workload for their staff.
  • Staff were quick to realise outsourcing would help them carry out more added value work than pure compliance.
  • The results have allowed the firm to reduce administrative burdens and carry out more exciting work with clients.
  • A 7-partner firm came to us needing support with accounts preparation to support their audit teams
  • We worked to segregate the work and free up staff time to work closer with clients.

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