CASE STUDY

Accounting Firm

An accounting firm found they were getting more and more requests from clients to provide a ‘one stop shop’ service to their clients. One client in particular had a chain of 30+ businesses and wanted their accountant to take care of everything for them, including payroll for approximately 150 staff.

The firm approached Ultimate Business Solutions, with who they had a long term existing relationship and felt confident with Ultimate Business Solutions representing their brand.

Email address set up, bookkeeing@XXX.com.au. Ultimate Business Solutions manage this email and the accounting firm remains the owner.

Lucy, or a member of the team introduced to the client as head of bookkeeping division.

Mobile phone in place at Ultimate Business Solutions Office answered as XXX Accounting.

Monthly tasks agreed

Monthly fee agreed

Ultimate Business Solutions now take care of the day to day bookkeeping, payroll and BAS. All bookkeeping is done under the name of XXX Accounting.

Regular group meetings are not a problem, a team member of Ultimate Business Solutions can attend as a representative of the account firm. These group meetings enable clear communication between all parties, where all queries in relation to date to day processing and end result the client and account need all addressed in the one meeting.

The end result of the white label solution:

Clients very happy with service and level of communication.

Client has monthly meetings with the accountant to go over their data and are very happy to be fully informed about their business at all times.

Accountant looking great in front of their client. Having accurate data and time to prepare for the meeting has enabled them to provide more advisory work.

Increased profit for the accountant.

Outsource it all.

Reclaim your time.

Get back to business.

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