Process Management Issue

Outsourcing works best for accountancy firms who are able to manage their front office effectively and outsource successfully. The key to good outsourcing for an accountancy firm is to have clear expectations of the outsourcing service, clearly defined goals and objectives and good planning.

One of our customers faced serious process management issues, forcing the company to invest time and resources on fixing the problems of a disorganized front office. The primary issues were related to the amount of time spent packaging each accountancy job for production, as well as the quality of work on specific tasks received from their outsourcing provider.

The process-driven approach created by Practice Eye helped this customer to fix all their process management issues by tackling their root cause. Today, they manage the accounts of more than 800 companies and 700 individuals from a five-person office.