More Than Doubled Profit per Client
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Case Study: TAD Online
TADOnline's big wins using Central Desktop:
- Dramatically boosted profits - They more than doubled
- Extremely cost-effective
- Manage over 20 employees remotely
- Bought out 5 other Accounting firms this year
- Set-up the system within 2 days
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TADonline is an outsourced accounting and bookkeeping firm covering every spectrum of the accounting field from small mom-and-pop companies to medium sized companies in the U.S.
The Problem:
- Having a staff that was 100% based from their homes almost destroyed the business - it was an organizational nightmare.
- TAD never knew:
- when work was completed
- how much work still needed to be completed
- or if employees had even received the work that was sent to them via e-mail
- Desperately needed a web-based project management solution
- Needed an inexpensive system to offset the small size of the company
How Central Desktop Helped:
- Account Managers set-up all their accounting clients as project milestones in Central Desktop
- It keeps tasks separate by client & accounting group
- Project progress is easily monitored
- Simple task management solutions made it easy to track important billing and financial information & put it all on a schedule:
- Reminders are sent to management and the staff
- Work is properly assigned to the appropriate employees
- Central Desktop sends helpful task and work deadline reminders to management and the staff, keeping everyone on schedule
- TADOnline knows exactly when work is completed, thanks to the simple task completion update tabs
- It was simply & easy for accountants to use & adopt quickly
- The Public Workspace features allow for data to be shared quickly & easily with clients
- Clients can log on and see the status on their work, upload or download their financial records
- Clients can communicate directly with the staff working on their jobs, at times convenient for the client
- Managers save time, gaining the ability to focus more on clients and less on IT functionality
Tips to get your team on-board using Central Desktop:
- Put the tutorial videos to use - they are fantastic guides that usher users through the processes and tools available
- If staff is initially resistant to a new way to operate, make it clear that Central Desktop is an all - encompassing solution - once staff utilize the system and experience the ease of use, everyone will be hooked
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"Before we started using Central Desktop, our profit margin on a client was 18 to 22 percent. Since using Central Desktop, we were anywhere between 35 to 56 percent profitability on every one of our clients!"
- Scott West
See it in Action:
Click Thumbnail below
TAD Online uses the task lists to manage the tasks required for each client. This allows TAD Online to assign each task to a specific employee and require a due date for each task.TAD Online creates workspaces for each client which allows them to manage files, tasks, milestones, and a calendar for each client individually.TAD Online utilizes the Milestones feature to track the status of major client accounting projects.TAD Online uses the Calendar to quickly manage what tasks and milestones are in need of immediate attention.TAD Online uses the Reports feature in Central Dekstop to manage each task and milestone status to identify incomplete tasks and milestones.
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