A chartered accountant in Auckland, New Zealand got a temporary full-time project offer he could not refuse. But he also had a practice to run, and he was not sure what to do…. till he found Remote Resources. He outsourced the entire office to Remote Resources for the entire length of his assignment.
Telephony Setup
Within 5 days of the agreement, we setup their telephony to be able to answer their calls from our offices using Microsoft Teams Phone Plan. A virtual assistant was already in contract with the office providers and was taking calls. These then got forwarded to the RR team.
Testimonial
RR team was in-charge and on top of things. After the first client’s work was submitted the CA was impressed and said:
- Did not seem like it was the first time on Xero
- The queries sheet was great – specially the links in there
- Asked all the right questions – made it possible for me to work really efficiently
- There is always room for improvement
Achievements
In the first month, the team stream-lined the entire business by setting up a 3-tier client interaction system whereby every client was classified into a bracket based on their turnover, business model and financial awareness. They were then run through a different process by a different team member of RR to improve the efficiency and turnover of clients. The digital file-system was arranged on the cloud for easy access to everyone, and archival record-keeping.
Over five months RR:
- finalized over 60 financials,
- filed over 30 tax reports on the Inland Revenue – Te Tari Taake online portal independantly,
- wrote legal advisory reports for a client that was used in the court of law to settle a family dispute over financial matters,
- automated payroll with PAYE / tax deductions including filing with IRD
- advised a company on restructuring and internal management issues
- undertook book-keeping projects past periods for 3 organizations
Conclusion
And the CA slept peacefully every night, knowing that the work was in good hands. It was! Remote Resources is a responsible team, that keeps to its words. Your clients are our client’s clients. We honor them!