New to outsourcing, McKendry Advisors & Accountants signed up to Tipu’s Effective Resourcing program in search of some guidance. The program empowered them to focus on higher-value tasks and achieve exponential growth.
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New to outsourcing, McKendry Advisors & Accountants signed-up to Tipu’s Effective Resourcing program in search of some guidance.
“I really didn’t know what to expect. I felt shoehorned into talking to Ed by one of my team members,” Tim McKendry explained.
Ed worked with Tim and the team to nail down their processes and to put some effective systems into place.
“I’m really noticing the benefits. I’m in the process of doing a strat plan and business plan at the moment and I’m really excited about it.”
Through our Effective Resourcing program, we equipped the team with the tools they needed to give their outsourcing journey a solid start.
We worked with them to document their annuals process for both their offshore and in-house teams. We also worked with them to develop a note taking system for client meetings.
“Both of these things have been a game changer. The clients engage better with you because they see you have put effort into the meeting. The annual process document was something small and really annoying at the time, but, wow, it’s good.”
Having gone into the Effective Resourcing program with very few expectations and a little hesitancy, Tim McKendry was pleasantly surprised by the results.
“Having that document [annuals process] in place and understanding that process, has been a game changer in terms of outsourcing. We’ve set our systems up so things work through this process, and the overseas team seems to just slot into it.”
“It’s one of the best things we’ve done. I cannot believe the benefit of it. It’s something so small but something so right.”
Still in the early stages of their outsourcing journey, McKendry Advisors & Accountants have already witnessed exponential growth.
“By planning it out and having my forecast in front of me, it’s focussed me on pushing hard into other areas besides compliance. We’ve had a decent 20% lift in income year on year. This year has grown again by another 20%.”
Using the tools from the Effective Resourcing program, McKendry said that the team is more empowered to move forward.
“Ed is accessible, the programs are good and the way he approaches the strat plan is great. He makes sure everything is connected in terms of the business plan, strat plan and projects. I find him very supportive in what I want to do and what I want to achieve.”
Just like McKendry Advisors & Accountants, you too can grow your firm. Our Effective Resourcing program will help you to successfully outsource compliance so that you and your in-house team can focus on the higher value work.
With years of experience in the industry, we’ve created the tools and strategies you need to attract world class talent, increase efficiency and transform your firm.
Get in touch today.
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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.
