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CASE STUDY

How befree Transformed Tax Planning & Operations for a UK Accounting Firm

Client Overview

  • Since 2004, our client has been a trusted UK accounting firm, helping businesses and individuals strengthen their financial security through expert tax planning strategies.
  • They offer corporate tax planning solutions, including pension utilisation and strategic investments, enabling businesses to optimise tax liabilities and build financial independence.

Client Challenges

  • As the client’s business grew, they were finding it challenging to keep up with the growing demands of managing client needs.
  • They were looking for a solution that could not only keep pace with their expansion but also ensure the highest level of accuracy and meet crucial deadlines.
  • Managing multiple software subscriptions for record-keeping and account filing was costly and inefficient.
  • Moreover, their reliance on compact working papers made it difficult to extract key insights efficiently, adding unnecessary complexity to their workflow.
befree's transformation of tax planning operations for a UK firm
befree's 3-Resource Model for Tax Planning

befree's Solutions

Based on the client’s requirements, we implemented the 3 full-time resource model, where 2 qualified professionals were assigned exclusively for the finalisation of the accounts and 1 tech-savvy personnel to handle all the admin work on their behalf.

With this resource model, befree delivered:
  • Streamlined Software Integration: We upgraded the client’s record-keeping and tax filing systems, consolidating bookkeeping, VAT, and tax returns into a single, efficient software platform.
  • Advanced Working Paper System: We introduced the befree Working Paper, a comprehensive tool that provided the client with critical analysis and insights to support their tax planning efforts.
  • Proactive Client Support: Through weekly check-ins, we empowered the client to confidently reassess priorities and manage their workflow, ensuring they could meet both internal and client expectations effectively.
  • Monthly Management Reports: We delivered detailed reports each month, tracking the progress of jobs received and completed. This enabled the client to analyse performance and make data-driven decisions for future workflow planning.

Results

Increased Focus on Strategic Tax Planning

With befree managing the client’s annual accounts and VAT returns, they were able to fully concentrate on tax strategy and business growth.

Efficient & Timely Processing

Handled 400 jobs, with 300 completed on time, including :

  • 150 annual accounts
  • 50 bookkeeping tasks (weekly and monthly)
  • 100 VAT return submissions

Optimised Financial Operations

With our support, the client was able to concentrate on what matters most, while we ensured their financial processes ran smoothly and efficiently.

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