5/5
"The fact that we didn’t have to employ another qualified accountant was probably a $100K saving a year."
5/5
"Nothing but positive to me… The quality of work is fantastic… It’s been a great concept to me and to hopefully grow my business."
5/5
"The BOSS model and the way it works is fantastic. I would highly recommend people looking into it; it does provide a great solution."
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I would like to express my thanks for your teams work on the above clients tax return for 2014. It was managed in a prompt manner and all query email resolved in a very quick and timely manner. I have mentioned to my business partners your ability to prepare Tax using Xero, Practice Manager and Work papers… we will definitely contact you for more work in the future. Thank you again
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Thank you Harish and the whole team. All looks good, so I appreciate the great work you have done, the smooth flow of work and great communication process.
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"Your Superannuation team is doing excellent work. Good turnaround and quick to response"
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"I would highly recommend it. I don’t know why everyone’s not doing it"
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"all is going well, and I will have a couple more jobs to send – just getting the time to send them"
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"Thank you very much for a good service."
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"All good thank you. I will have several more jobs to outsource for 2013/14."
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"Your Superannuation team is doing excellent work. Good turnaround and quick to response."
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"Thanks for wonderful service"
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Dear BOSS,
Over the last couple of months Vishnu and Prath have done an outstanding job working on a complex and challenging group of entities. Their diligence and efficiency with which they systematically completed this task was very helpful to providing a great outcome for the client and my business. I just wanted to take the time to acknowledge and commend Vishnu and Prath, who are both very talented accountants, for the excellent work that they have done not just on this particular client but on all the jobs they are allocated. It is wonderful to have the quality and reliable assistance that Vishnu and Prath provide.
Over the last couple of months Vishnu and Prath have done an outstanding job working on a complex and challenging group of entities. Their diligence and efficiency with which they systematically completed this task was very helpful to providing a great outcome for the client and my business. I just wanted to take the time to acknowledge and commend Vishnu and Prath, who are both very talented accountants, for the excellent work that they have done not just on this particular client but on all the jobs they are allocated. It is wonderful to have the quality and reliable assistance that Vishnu and Prath provide.
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Thanks for all your continuing support. BOSS is helping me immensely at the moment as we have been inundated with returns this year, one staff member down and I have another staff member home sick for the last week. Normally I would be very stressed about that, but by being able to contract these jobs to you, my stress levels are actually quite good at the moment.
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"George the partner here was impressed. We will need to streamline a system from our end for efficiency. We will touch base with you when we start to get more SMSF’S in."
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I am very impressed with the quality of work. I can also see you take a lot of pride in your work. Look forward to working with you gents more.
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"All going very well with the service."
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"Thanks so much for your help. BOSS is a life-saver when I have staffing issues."
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"I have just paid your account. Thanks for all the great work."
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Describe the firm
Typical suburban practice based in Melbourne with about $500,000 turnover. In addition to the Principal, there are 2 accounting and 1 administrative staff. The firm provides accounting and tax planning services. It also has a financial planning dealer arrangement with Lifespan.
When did the firm first consider BOSS and why?
The firm first considered BOSS about 3 years ago, as they were struggling to find competent Client Managers to assist with the preparation and lodgement of tax returns. The Principal was busy doing the work and not able to spend much time working on the practice or helping clients with their specific needs. Whilst there was opportunity for additional services such as financial planning, lack of time made it difficult to pursue such opportunities.
How did the firm go about setting up BOSS?
In appointing a BOSS accountant, the firm had to critically review all workflow procedures, particularly how work was received. Remote access to a specific BOSS directory on the server was established. BOSS provided documentation and guidelines on the best process for communicating with the ‘remote office.’ In addition to email, Skype was set up to allow voice communication at low cost when required. Trial jobs were undertaken to test procedures. When this was seen to be effective, a dedicated accountant was appointed to the firm.
What’s the accountant like?
The accountant is qualified to ICAA standard and is experienced at preparation of accounts and tax returns. He prepares accounts for businesses, companies, partnerships and trusts. Generally, he appears to be quite capable and, as he has adapted to the firm’s approach, he has become more competent in completing work within required budgets. Questions are reasonable and usually directed to the client through the principal of the firm. Many jobs actually now have no review points.
What have been the benefits of the project?
The Principal is now spending minimal time on client work delegated to BOSS. Much as with an internal accountant, the BOSS accountant has become proficient at working in a way that suits the firm. Now that the Principal’s time has been freed up, he is able to focus more on servicing clients better through a focus on additional services such as financial planning and business advice.
Have there been any problems along the way?
Apart from some hiccups initially as the BOSS accountant developed an understanding of the firm’s needs, the process has been relatively smooth. The only jobs that are not currently sent to BOSS are small jobs that require fast processing and quick turnaround.
What is the firm doing now?
Moving forward, the firm will continue to do what it is now doing – to free up the principal’s time and allow him to focus more on practice development and special client matters. The BOSS accountant is always there in the background and no doubt will continue to develop as any employee of the firm would.
Typical suburban practice based in Melbourne with about $500,000 turnover. In addition to the Principal, there are 2 accounting and 1 administrative staff. The firm provides accounting and tax planning services. It also has a financial planning dealer arrangement with Lifespan.
When did the firm first consider BOSS and why?
The firm first considered BOSS about 3 years ago, as they were struggling to find competent Client Managers to assist with the preparation and lodgement of tax returns. The Principal was busy doing the work and not able to spend much time working on the practice or helping clients with their specific needs. Whilst there was opportunity for additional services such as financial planning, lack of time made it difficult to pursue such opportunities.
How did the firm go about setting up BOSS?
In appointing a BOSS accountant, the firm had to critically review all workflow procedures, particularly how work was received. Remote access to a specific BOSS directory on the server was established. BOSS provided documentation and guidelines on the best process for communicating with the ‘remote office.’ In addition to email, Skype was set up to allow voice communication at low cost when required. Trial jobs were undertaken to test procedures. When this was seen to be effective, a dedicated accountant was appointed to the firm.
What’s the accountant like?
The accountant is qualified to ICAA standard and is experienced at preparation of accounts and tax returns. He prepares accounts for businesses, companies, partnerships and trusts. Generally, he appears to be quite capable and, as he has adapted to the firm’s approach, he has become more competent in completing work within required budgets. Questions are reasonable and usually directed to the client through the principal of the firm. Many jobs actually now have no review points.
What have been the benefits of the project?
The Principal is now spending minimal time on client work delegated to BOSS. Much as with an internal accountant, the BOSS accountant has become proficient at working in a way that suits the firm. Now that the Principal’s time has been freed up, he is able to focus more on servicing clients better through a focus on additional services such as financial planning and business advice.
Have there been any problems along the way?
Apart from some hiccups initially as the BOSS accountant developed an understanding of the firm’s needs, the process has been relatively smooth. The only jobs that are not currently sent to BOSS are small jobs that require fast processing and quick turnaround.
What is the firm doing now?
Moving forward, the firm will continue to do what it is now doing – to free up the principal’s time and allow him to focus more on practice development and special client matters. The BOSS accountant is always there in the background and no doubt will continue to develop as any employee of the firm would.
