How befree Transformed Workflows for a UK Accounting Consultancy
Client Overview
The client is a mid-sized accounting consultancy serving creative professionals across the UK, including photographers, artists, and actors. Founded in 2002 and rebranded in 2019, the firm specialises in digital accounting solutions tailored to industries such as entertainment, cinematography, production, and design.
Client Challenges
The departure of the previous team left a significant gap in guidance and documentation, creating confusion around managing client accounts and operations.
This lack of clarity made it challenging for the firm to assess its current state effectively.
Faced with tight deadlines, the client urgently needed a partner who could quickly evaluate the situation, understand their business needs, ensure seamless communication, and deliver tasks with precision.
befree's Solutions
The primary objective was to streamline the firm’s operations, restore clarity to workflows, and efficiently manage client accounts.
befree's approach focused on addressing these needs while establishing a solid foundation for future operations.
The engagement model comprised 1 full-time equivalent (FTE) in bookkeeping and 1 FTE in practice administration, ensuring dedicated support tailored to the firm’s requirements.
The team reviewed each client’s accounts in detail, providing comprehensive findings and recommendations. Daily discussions, regular meetings, and consistent query resolution helped the team organise workflows and clean up client processes.
Results
Increased Trust
The firm grew confident in the team’s capabilities, trusting befree with additional clients and tasks.
Efficient Task Management
New work could be directly forwarded to the team, ensuring efficient and precise handling.
Streamlined Workflows
Organised processes enabled the firm to meet tight deadlines seamlessly.
Enhanced Business Insights
Operational clarity provided stronger insights into the firm’s financial health, supporting better decision-making.
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