Inspired Accountants is one of Auckland's most dynamic professional practices. Craig Weston spoke to CCH about his firm's transformation using CCH iFirm.
CCH – Craig, can you explain where your practice was at and what was holding it back?
Craig Weston: Inspired Accountants is a team of six people who are passionate about making a difference for our many clients. We take pride in providing efficient accounting and tax services, financial coaching and advice, plus cloud software set up and support to New Zealand business. And we also have specialist areas looking after the needs of franchise operators and the education sector.
We operate as a virtual professional accountancy practice, with our group plus contractors coming together fortnightly to physically meet and set practice priorities. It was critical to have a holistic view of clients and our workloads if we were to improve customer service as well as our productivity and profitability.
Each accounting professional works with a range of clients and is expected to meet an agreed benchmark for billable activities. We needed to better manage daily, weekly, monthly and annual work in progress to reduce bottlenecks and smooth out client service delivery times. Read more…