Brisbane based Accounting and Advisory firm

The Solution

We met a Partner of this firm while working on a mutual client (they were the Adviser / VCFO). We expanded our bookkeeping offering to the end client by creating and delivering a monthly checklist, in which we ensured the clients’ file was ready for Management Reports designed and delivered by this firm.

Services Provided:
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    Bookkeeping Partnership:

    • We have many mutual clients with this firm. We were introduced to provide Finance Function support to these clients, while the firm remains engaged for Business Advisory and Virtual CFO services.
    • Our client introduced us to these businesses so we could not only offer their end client scalable, cost effective finance function support, but also streamline their Advisory and VCFO delivery by following allocation strategies (including budget and KPI's) that our client (the firm) implemented as part of their advisory service.

Brisbane based Accounting and Advisory firm

'Since working with CountHQ, we've noticed that our Advisory clients utilising their accounts services are the easiest in our portfolio to deal with. I work closely with Ben and his team to design guidelines for the coding of my clients work. This means at month-end, the time required for us to issue Management Reports and analysis has dropped significantly.'

We used Technology