In early 2021 True North implemented the CCH iFirm Practice Management, Client Portal and Tax modules. This allowed the Firm’s bookkeeping and accounting team to understand current workloads and assign and prioritise workflow for future client jobs accordingly.
Plus, it would allow the Firm accurate practice management reporting overcoming the triple whammy challenge of workflow management, streamlined allocation of resources, and ongoing development of a high-performance team.
True North Business Advisory supports critical growth milestones CASE STUDY with 100% digitised workflow.
True North Business Advisory is a 4-year-old Accounting Firm based in Melbourne which recently pivoted from spreadsheets to the multi-award-winning 100% cloud-based practice management software, CCH iFirm. Prior to CCH iFirm, True North was relying on spreadsheets for its day-to-day job management and client servicing, resulting in non-scalable practice management process – which at times weren’t clear, nor efficient, for the team.
The Principal, Gavin Knight, knew having consistent processes and all reporting information at hand would prove critical for the firm’s continued growth. Digitising systems to make sure all documentation was 100% transparent would give the team the structure to identify and offer value-add advisory opportunities and, ultimately, support firm growth. work. In short, CCH iFirm was a key tool in future proofing its practice.