After an unsuccessful outsourcing journey, this Auckland based firm caught up with Ed and the team at Tipu to help them find a new direction. The result? An in-house team with the confidence to manage and train offshore accountants, and an offshore team with everything they need to get the job done.
How did it happen? Read on.
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More than just accountants, this firm offers business support and advice to grow organisations and drive results. Not only do they take care of all tax and accounting needs, but they also offer coaching, succession planning and more.
In 2020, the firm started its own outsourcing journey with another organisation.
“Our systems were hard to translate to an outsourcing team and we hit a brick wall,” explained the Senior Accountant.
While the team hoped that outsourcing would grow the firm, they realised that it just wasn’t working.
That’s when they met Ed.
We introduced them to the Effective Resourcing program, designed to create consistency across the workforce and enable firms to take control of their outsourcing journey. After taking a good look at their current systems, Ed created a framework to increase efficiency.
“Ed helped us set up our database, console and information systems. We are a practice that have been in business for over 25 years and have long standing staff, so a lot of the information was in our heads. Ed showed us how to put that information into an actual system which has been really useful in enabling us to train both our in-house staff and offshore team.”
Before working with Ed, the team used Virtual Cabinet (a document management system) and APS. As these two systems do not communicate with each other, it was difficult for the offshore accountants to find the information they needed. The team at Tipu created a central database for a job approach document. The firm now use APS to create job briefs, making it far easier to outsource their work.
“It’s been really beneficial having Ed on board. He’ll schedule regular catch-ups and he’ll also be on hand to bounce ideas and help me to communicate with the team effectively.”
Fresh from completing the Effective Resourcing program, the firm may be in the early stages of its new outsourcing journey but they are already feeling more confident.
“It has helped massively. I have every confidence in Ed, his model, and his framework. The Tipu model is helping us leverage our work and I’d be more than happy to recommend it.”
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A New Zealand Headquartered Firm Specialising in Driving Performance & Growth for Accounting Firms here and in Australia. We achieve this through coaching, consulting and hybrid resourcing – which blends the best parts of offshoring and outsourcing into one productive approach.
