Bookkeeping Service Transformation
This local bookkeeping firm was overwhelmed with manual processes and inconsistent workflows. UCDM Consulting helped them streamline their operations, standardize their service offerings, and implement digital solutions that transformed their efficiency. Now they serve twice as many clients with the same staff size, and have expanded into new service areas.
The Challenge
- Manual data entry consuming excessive staff time
- Inconsistent service delivery across different team members
- Difficulty managing deadlines during peak tax seasons
- Limited capacity for new clients due to inefficient processes
Our Solution
We implemented a comprehensive digital transformation:
- Automated data entry through cloud-based accounting solutions
- Created standardized workflows for all common services
- Developed a client portal for document sharing and communication
- Implemented a capacity planning system for tax season management
The Results
- Doubled client capacity without increasing staff
- Reduced data entry time by 75%
- Increased monthly recurring revenue by 85%
- Zero missed deadlines during peak season
- Successfully launched new advisory services