Growing CPA firms face a common dilemma: client numbers increase, but operational bandwidth doesn’t. Our work with a mid-sized CPA firm demonstrates how streamlined accounting processes can unlock growth without expanding headcount.
Background: The Firm
The CPA firm experienced rapid client acquisition, stretching its back-office team thin. Partners were bogged down in administration, audits were delayed, and standardisation across client portfolios was lacking.
Challenges
- Doubling client base with same staff.
- Non-standard bookkeeping across 120+ clients.
- Audit cycles stretching up to 8 weeks.
Accelus Intervention
Accelus introduced scalable systems:
- Centralised Bookkeeping Engine: Standardised templates across clients, automating repetitive tasks.
- Automated Monthly Closes: Reduced manual effort and accelerated timelines.
- Audit-Prep Bundles: Created ready-to-go packages for audits.
- Real-Time Dashboards: Monitored client health, staff workload, and pending tasks.
Outcome
- Handled 40% more clients without hiring.
- Audit cycles reduced from 8 weeks → 3 weeks (62% improvement).
- Monthly close time cut from 12 → 4 days.
Lessons Learned
- Efficiency is the foundation for sustainable growth.
- Automation frees partners for high-value work.
- Visibility into operations enhances client satisfaction and retention.
CTA
If you’re looking to scale your CPA firm efficiently, connect with Accelus to optimise operations and audit readiness.
195- How a Global Café Chain Cut Bookkeeping Errors by 90% and Reclaimed 20 Hours a Month
Operating a global café chain comes with unique challenges — multi-country sales channels, complex expense structures, and the need for consistent financial reporting. One global café chain we worked with struggled with these exact issues before Accelus stepped in.
Background: The Café
The café had outlets across multiple countries, with sales coming from POS systems, UPI, card payments, and cash. The leadership team lacked a consolidated view of revenues and expenses, making it difficult to analyse profitability or make informed decisions.
Challenges
- Dispersed sales data across multiple regions and channels.
- Complex, lumped expenses hiding true margins.
- Leadership team spending excessive time reconciling accounts.
Accelus Intervention
Accelus provided end-to-end support:
- Automated Multi-Channel Bookkeeping: Integrated all POS, UPI, card, and bank feeds into a single system.
- Expense Categorisation & Standardisation: Broken down expenses into food costs, labour, rent, utilities, and marketing across regions.
- Global Financial Dashboards: Provided leadership with consolidated monthly dashboards for each outlet and country, enabling performance comparisons and operational insights.
Outcome
- Bookkeeping errors reduced by 90%.
- Leadership saved 20 hours per month previously spent on manual reconciliations.
- Clear visibility into margins by region: food costs = 32% of sales, labour = 18% of sales.
- Better pricing, staffing, and inventory decisions, leading to improved profitability and operational efficiency.
Lessons Learned
- Consolidated financial data is critical for global operations.
- Automation reduces manual effort and errors.
- Standardised dashboards enable strategic decision-making at a multinational level.
CTA
Running a global café or multi-region F&B operation? Partner with Accelus to achieve complete financial clarity and operational control.