Professional Services 3.5 months

Professional Services Workflow Automation

Automating Operations for a Growing Accounting Firm

Perth Accounting Practice

Workflow AutomationProcess AutomationApplication IntegrationCustom Software DevelopmentProcess Design

60%Reduction in administrative time

45%Faster client onboarding

95%On-time document collection rate

30%Increase in partner capacity

Understanding the Problem

The Challenge

A mid-sized accounting firm was struggling with manual processes across client onboarding, document collection, tax return preparation, and billing. Partners spent too much time on administrative tasks, staff experienced high workloads during tax season, and client communications often fell through the cracks. Growth was limited by operational capacity rather than market demand.

Strategic Implementation

The Solution

We designed and implemented comprehensive workflow automation across the practice. Client onboarding now flows automatically from initial enquiry to engagement letter, document requests, and system setup. Automated reminders ensure clients submit documents on time, while task management integrates with the practice management system. Integration with Xero automates billing, while Microsoft 365 integration streamlines document management and collaboration. Custom dashboards provide visibility into work-in-progress, capacity, and client status.

Technologies Used

Node.jsReactPostgreSQLAWSXero APIMicrosoft 365ZapierPower Automate

How We Did It

Our Approach

Process Mapping

2 weeks

Documented existing workflows, identified bottlenecks, and designed optimised processes.

Automation Design

2 weeks

Designed automation architecture using combination of custom development and integration platforms.

Implementation

8 weeks

Built custom automations, configured integrations, and developed management dashboards.

Training & Optimisation

2 weeks

Trained staff, refined automations based on feedback, and documented procedures.

The automation has freed our partners to focus on client relationships and advisory work instead of chasing documents and managing tasks. Our tax season was the smoothest ever, and clients love the streamlined experience.
Managing PartnerPerth Accounting Practice

Measurable Outcomes