Accounting Firm: Edinburgh, UK

A medium-sized accounting practice in Edinburgh with 10 team members. The firm specializes in management accounts and financial advisory services, supporting startups and mid-sized businesses in industries like technology and healthcare.

Employee Size: 10

RP Service: Bookkeeping

Client Since: 2022

“Having someone take care of our bookkeeping backlog was a game-changer. It freed up our time to focus on what we do best—helping our clients grow.”

– Director, Accounting Firm, Edinburgh

The firm dealt with delays and inefficiencies in their bookkeeping process:

Routine tasks piled up, leading to incomplete financial records.
Senior staff were frequently pulled into resolving basic bookkeeping tasks, reducing time for advisory services.
Month-end processes were time-consuming, impacting the timely delivery of management accounts.

These bottlenecks and inefficiencies were leading to missed opportunities for the firm.

The Solution:

The Transformation

By addressing inefficiencies in their bookkeeping workflows, the Edinburgh firm was able to reallocate senior staff time to strategic advisory work. The consistent accuracy of their financial records improved client trust and satisfaction.

These improvements have positioned the firm to better support their clients’ growth and strengthen their reputation for reliability. With streamlined processes in place, they’re now well-prepared to handle future client demands efficiently.

How We Can Help Firms Like Yours

Through our extensive work with accounting firms, we’ve seen the real challenges they face and have developed solutions that are proven to work: