Testimonials
Don’t take our word for it, see what our clients have to say!
As a CPA firm, we highly recommend TidyCounts—Vivek Maheshwari and his team are knowledgeable and always on point. Their seamless onboarding and precise bookkeeping make our month-end reconciliations effortless. Outstanding service!
- Ethan Smith
Our CPA firm’s transition to TidyCounts has been fantastic. Their team is responsive, attentive to our needs, and has streamlined our processes drastically. We’ve saved time and gained peace of mind—five stars!
- Lachlan Brown
Partnering with TidyCounts transformed our accounting firm’s workflow. Their organized approach, clear reports, and ongoing support have made collaboration smooth and efficient. We couldn’t be happier!
- Ruby Taylor
Case Study I
TidyCounts Empowers a CPA Firm to Achieve Efficiency
Client Background
A mid-sized CPA firm was experiencing recurring delays in month-end closings, compounded by inconsistent bookkeeping across multiple client accounts. This led to extended work hours, dissatisfied clients, and missed opportunities for valuable advisory work.
The Problem
- Inefficient and inconsistent bookkeeping processes
- Delayed month-end reconciliations
- Excessive manual corrections undermining profitability and client trust
How TidyCounts Solved the Problem
1. Initial Review:
TidyCounts conducted a comprehensive assessment of the firm’s existing workflows and identified pain points related to legacy processes.
2. Leveraging Modern Software:
We introduced leading accounting solutions such as MYOB and Thriday, tailored for the Australian market, to automate data entry, reconciliation, and reporting. Our use of industry-standard platforms ensured compatibility, scalability, and compliance.
3. Streamlined Work Papers:
All work papers were meticulously prepared and documented by TidyCounts, allowing for seamless audits, efficient handovers, and reliable financial review. This systematic approach reduced errors and improved transparency.
4. Ongoing Optimization:
Regular review of reconciliations, proactive issue resolution, and continuous improvement ensured the firm maintained efficiency and compliance.
Results
- Month-end closing time reduced by 40%
- 100% accuracy in reconciliations, eliminating rework
- Reliable, audit-ready work papers created by TidyCounts
- Increased capacity for staff to focus on high-value advisory services
- Enhanced client satisfaction and improved firm profitability
TidyCounts’ expert use of advanced accounting software and robust work paper management transformed the CPA firm’s operations, enabling consistent results and sustainable growth.
Case Study II
TidyCounts Resolves Reconciliation Neglect for a CPA Firm
Client Background
A boutique CPA firm managing over 40 client accounts noticed mounting issues in their financial reporting. Several accounts had unexplainable discrepancies and the team often spent excessive hours at month-end trying to locate and correct errors.
The Problem
Neglect of Regular Account Reconciliation
Issue Identified:
The firm did not consistently reconcile their client bank accounts and credit card statements with the internal accounting records. Over time, this resulted in:
- Unnoticed data entry mistakes,
- Duplicate transactions,
- Missed bank charges,
- Growing discrepancies between actual bank balances and books.
These errors not only threatened compliance and audit readiness but also delayed monthly closes and left clients frustrated.
TidyCounts’ Solution
1. Initial Diagnosis:
TidyCounts conducted a thorough review to map all unreconciled accounts and identify error patterns.
2. Implementation:
- Set up scheduled reconciliations using modern accounting software.
- Automated bank feed integrations to catch & flag discrepancies in real time.
- Designed clear checklists for the firm’s team to ensure every statement and transaction was matched and verified each month.
3. Continuous Support:
TidyCounts monitored future reconciliations and conducted quarterly audits to ensure no lapses occurred.
Results
Eliminated Reconciliation Backlogs: Outstanding issues reduced by 95% within two months.
- Time Savings: Month-end close process shortened by five days.
- Error Reduction: Duplicate and missed transactions dropped to nearly zero.
- Improved Client Trust: The firm confidently delivered timely, accurate reports, enhancing their reputation.
By addressing the very specific and often underestimated problem of neglected account reconciliation, TidyCounts empowered the CPA firm to restore accuracy, efficiency, and trust in their processes.
Let's help you!
Interested in expert financial guidance?
Phone: +91 990 976 6766
Email: work@tidycounts.com
Streamline your accounting with TidyCounts.
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