Case Study 3
Adelaide Accounting Firm
Adelaide Accounting Firm outsources
the annual administration; tax return
and financial statement preparation for
61 SMSF’s
AT A GLANCE
Outcomes
Fixed pricing and open discussion means the firm's margin is fixed
2 years of continued, uninterrupted service
Outsourced 70% of their funds in 2022, moving to 100% in 2023
THE CLIENT
Our client is a well established, 5 partner firm in Adelaide.
THE SOLUTION
- 61 SMSF's under management
- CountHQ adheres to a 8 day turnaround time
- Source documentation shared via link to client permanent info folder
- Client relies on our 1st stage query process to identify missing source documentation, reducing the burden on their internal admin team and reducing client bottlenecks
SYSTEMS
- BGL
- MYOB AE
- CountHQ's custom hyperlinked workpapers
- SharePoint