{"id":7183,"date":"2021-03-15T09:24:00","date_gmt":"2021-03-15T09:24:00","guid":{"rendered":"https:\/\/qxaccounting.com\/uk\/?post_type=casestudies&#038;p=7183"},"modified":"2025-09-12T10:59:11","modified_gmt":"2025-09-12T10:59:11","slug":"how-we-improved-productivity-of-a-small-uk-accountancy-practice","status":"publish","type":"casestudies","link":"https:\/\/qxaccounting.com\/uk\/case-study\/how-we-improved-productivity-of-a-small-uk-accountancy-practice\/","title":{"rendered":"How we improved productivity of a small UK accountancy practice"},"content":{"rendered":"\r\n<section class=\"csdetnagative\">\r\n  <div class=\"container\">\r\n    <div class=\"csdetbox1\">\r\n      <div class=\"row pb-3 pb-md-5\">\r\n      <div class=\"col-md-6 col-xxl-7 se-style1\">\r\n      <h2>Client overview<\/h2>\n<p>The client is an ICAEW member and PCG accredited Chartered Accountancy firm. They specialise in IT contractor and freelance accounting, and deal with all aspects of accounting for clients including business and personal tax planning, bookkeeping, annual accounts, payroll, VAT, Self Assessment returns and company secretarial. They have a client base of over 400.<\/p>\n      <\/div>\r\n      <div class=\"col-md-6 col-lg-5 offset-lg-1 col-xxl-4 offset-xxl-1 text-start text-md-end d-md-block d-none\">\r\n        <img decoding=\"async\" src=\"https:\/\/qxaccounting.com\/uk\/wp-content\/uploads\/sites\/2\/2025\/03\/How-we-improved-productivity-of-a-small-UK-accountancy-practice.png\" class=\"img-fluid\" alt=\"\"\/><\/div>\r\n      <\/div>\r\n      <div class=\"row\">\r\n        <div class=\"col-md-6 col-xxl-7 se-style1\">\r\n        <h2>The challenge<\/h2>\n<p><strong>The practice faced significant challenges with high staff turnover and escalating training costs. Located remotely, they consistently battled the problem of training staff, only to see them leave for higher-paying jobs once they qualified.<\/strong><\/p>\n<p>Additionally, their practice management was inefficient, and task automation was lacking. When they decided to outsource to QX Accounting Services, they were struggling with 90 outstanding client accounts. Their primary motivations for outsourcing were to reduce costs, enhance efficiency, and improve overall practice mana<\/p>\n      <\/div>\r\n      <div class=\"col-md-6 col-lg-5 offset-lg-1 col-xxl-4 offset-xxl-1 text-start text-md-end\">\r\n      <div class=\"csdetbox2\">\r\n        <h3>AT A GLANCE<\/h3>\n<h4>50% savings on operational costs<\/h4>\n<h5>Using QXAS, our client was able to:<\/h5>\n<ul>\n<li>Introduce efficient planning and workflow management.<\/li>\n<li>Improve turnaround time<\/li>\n<li>Get better control and clarity on financial processes<\/li>\n<\/ul>\n      <\/div>\r\n      <\/div>\r\n      <\/div>\r\n    <\/div>\r\n  <\/div>\r\n<\/section>\r\n\r\n\n\n<section class=\"csdetbox3\" style=\"background:#2B0A5B\">\r\n  <div class=\"container se-style1\">\r\n    <h2>How we helped<\/h2>\n<p>After completing the initial trial successfully, QX produced a detailed plan for the next 12 months involving special tasks and stages with mutually agreed milestones and review points. We completed the plan via email, video conferencing and Skype calls based on joint insights by the client and the QX team. Over the first 4-5 months, we:<\/p>\n<ul>\n<li>Introduced efficient planning and workflow management to improve processes.<\/li>\n<li>Implemented automation to enable them to reduce headcount.<\/li>\n<li>Provided new templates for working papers and management accounts to add client value.<\/li>\n<li>Created new tools for accurate reporting and payment process management.<\/li>\n<li>Designed and implemented reporting mechanism to improve turnaround time.<\/li>\n<li>Assigned tasks to individuals for better control and clarity on financial processes.<\/li>\n<\/ul>\n  <\/div>\r\n<\/section>\n\n<section class=\"csdetbox4\" style=\"background:#fff\">\r\n<div class=\"container se-style1\">\r\n  <h2>Services delivered<\/h2>\n<ul>\n<li>Completed outstanding client accounts within the pre-defined time frame.<\/li>\n<li>The QX team managed the client\u2019s entire contractor base, including CMS updates, management accounts, filing and HMRC communication.<\/li>\n<li>Filed VAT returns and Self Assessment documents with HMRC on behalf of clients.<\/li>\n<li>Provided extensive IT support by setting up direct dial telephones (UK number and calls cost), and enabled terminal server access for data back-up.<\/li>\n<\/ul>\n<p>The result? The client was able to cut their operational costs by 50% and make their processes and workflows more efficient. This, in turn, improved turnaround time and enhanced productivity, contributing to the firm\u2019s growth.<\/p>\n<\/div>\r\n<\/section>\n\n<section class=\"csdetbox7\">\r\n    <div class=\"container\">\r\n        <div class=\"row justify-content-center text-center\">\r\n            <div class=\"col-lg-9 col-xxl-8 position-relative z-1\">\r\n                <h3>SCHEDULE A NO-OBLIGATION CONSULTATION<\/h3>\r\n                <a target=\"\" href=\"https:\/\/meetings.hubspot.com\/pramith?uuid=94736084-ae0a-4029-8b17-f33e93039142\">Request Pricing<\/a>             <\/div>\r\n        <\/div>\r\n    <\/div>\r\n<\/section>\r\n  \n\n\r\n<section class=\"csdetbox8\">\r\n<div class=\"container\">\r\n<div class=\"se-style1 text-center\">\r\n<h2>More case studies<\/h2>\r\n<\/div>\r\n<div class=\"owl-slider\">\r\n<div id=\"more-case-studies\" class=\"owl-carousel\">\r\n                    <div class=\"item\">\r\n                    <div class=\"thumbbox\">\r\n                        <a 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src=\"https:\/\/qxaccounting.com\/uk\/wp-content\/uploads\/sites\/2\/2025\/03\/Payroll-outsourcing-helps-accountancy-client-improve-payroll-profitability.png\" alt=\"\"><\/div>\r\n                            <h5>Payroll outsourcing helps accountancy client improve payroll profitability<\/h5>\r\n                        <\/a>\r\n                    <\/div>\r\n                <\/div>\r\n                            <div class=\"item\">\r\n                    <div class=\"thumbbox\">\r\n                        <a href=\"https:\/\/qxaccounting.com\/uk\/case-study\/18-years-of-outsourcing-payroll-the-secret-to-bright-partnerships-300-revenue-growth-over-the-years\/\">\r\n                            <div class=\"thumbbox-img\"><img decoding=\"async\" src=\"https:\/\/qxaccounting.com\/uk\/wp-content\/uploads\/sites\/2\/2025\/03\/18-Years-of-Outsourcing-Payroll-The-Secret-to-Bright-Partnerships-300-Revenue-Growth-Over-the-Years.png\" alt=\"\"><\/div>\r\n                            <h5>18 Years of Outsourcing Payroll: The Secret to Bright Partnership\u2019s 300% Revenue Growth Over the Years!<\/h5>\r\n                        <\/a>\r\n                    <\/div>\r\n                <\/div>\r\n                            <div class=\"item\">\r\n                    <div class=\"thumbbox\">\r\n                        <a href=\"https:\/\/qxaccounting.com\/uk\/case-study\/improved-tax-season-profitability-by-33-resulting-in-a-net-profit-of-70000\/\">\r\n                            <div class=\"thumbbox-img\"><img decoding=\"async\" src=\"https:\/\/qxaccounting.com\/uk\/wp-content\/uploads\/sites\/2\/2025\/03\/Improved-tax-season-profitability-by-33-resulting-in-a-net-profit-of-70000.png\" alt=\"\"><\/div>\r\n                            <h5>Improved tax season profitability by 33%, resulting in a net profit of \u00a370,000<\/h5>\r\n                        <\/a>\r\n                    <\/div>\r\n                <\/div>\r\n                            <div class=\"item\">\r\n            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\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/section>\r\n","protected":false},"featured_media":7184,"template":"","meta":{"_acf_changed":true},"class_list":["post-7183","casestudies","type-casestudies","status-publish","has-post-thumbnail","hentry"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/qxaccounting.com\/uk\/wp-json\/wp\/v2\/casestudies\/7183","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/qxaccounting.com\/uk\/wp-json\/wp\/v2\/casestudies"}],"about":[{"href":"https:\/\/qxaccounting.com\/uk\/wp-json\/wp\/v2\/types\/casestudies"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/qxaccounting.com\/uk\/wp-json\/wp\/v2\/media\/7184"}],"wp:attachment":[{"href":"https:\/\/qxaccounting.com\/uk\/wp-json\/wp\/v2\/media?parent=7183"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}