Case Study 1
Sydney Accounting Firm
Sydney Accounting Firm outsources the
administration; tax return & financials
preparation; and management of the
audit process for 185 SMSF’s
AT A GLANCE
Outcomes
Reduced costs by 17.5% compared to their last outsourced provider
Average turn-around time of 6 days, an improvement of 40% from their prior provider
Engaged for Accounts; Tax and Audit Management
THE CLIENT
Our client is a two-partner firm, with a
team of 9 in Sydney CBD
THE SOLUTION
- 185 SMSF's under management
- Jobs allocated in XPM to an 'smsfteam' user, with links to source documentation within the job
- Weekly workflow and priority planning meeting
- Audit prepared by a CountHQ Audit Panel member
SYSTEMS
- Xero Practice Manager
- BGL / SimpleFund 360
- FYI Docs
- CountHQ's custom hyperlinked workpapers