7 Partner Xero firm finds a winning formula

“We have used AdvanceTrack since 2014, and we have been pleased with the outcome.”

Like so many new relationships, it takes a little while for both sides to understand clearly what each other wants and is able to give; in the early months, we found that we had not explained clearly enough what our expectations were, which led to some misunderstandings.

However, in my opinion, the mark of a good business is not necessarily what goes awry, but how they deal with it once it has. In this respect, I cannot fault Vipul – he came promptly to our offices to listen to and understand our challenges, and since then, the process and outcomes have improved dramatically, and we now get good quality work in the format that we want from them.

They are also very attuned to using IT to help make the process easier – we are avid users of Xero and Xero work papers, and they are quite happy to work with us using this technology. Looking forward, I think Vipul has some great ideas on using Xero to help support us accountants, and I am keen to explore how we can do this better – once we are through our busy season!

In a sentence: they are a good bunch of guys, dedicated team, flexible, competent, and a good cost; a worthy additional resource for us which we use month in, month out. Try them.

Explore our Case Studies

More time to deliver advisory services
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.
Explore case study
Net profit increase of £150,000
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.
Explore case study
Reducing the number of new staff required
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.
Explore case study

Helping accountants confidently

Book a Call
Advancetrack® and InsideOutsourcing® are Registered Trademarks of E-Accounting Solutions Limited. Unauthorised use is prohibited.

Copyright 2006 - 2024 © e-Accounting Solutions Limited. All Rights Reserved.
Contact Details
Advancetrack®
University of Warwick Science Park
The Venture Centre
Sir William Lyons Road
Coventry
CV4 7EZ 

UK Tel: +44 (0) 24 7601 6308

Advancetrack®  
Level 10, 20 Martin Place Sydney, New South Wales
NSW 2000, Australia

Tel: +61 27 202 1478
Back to top
crossmenuchevron-down