- 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.
Archives: Case Studies
Case Studies Description
- 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.