Client Profile:
A suburban tax-focused accounting firm working with sole traders, contractors, and micro-businesses. With tax season rushes, their small internal team often struggled to finalise accounts and lodge returns on time.
Challenge:
Peak-season pressure led to mounting backlogs. Internal staff were overwhelmed with ledger cleanup, reconciliations, and tax prep. Delays crept into lodgement schedules, reducing advisory opportunities and stretching resources thin. Temporary hiring was slow and costly.
BlueCrest Solution:
We delivered an agile outsourcing solution for tax finalisation. Our team supported ledger cleanup, trial balance prep, and draft tax return preparation — seamlessly integrated with the firm’s review templates and workpapers.
Result & Impact:
- Improved tax job turnaround by 35% during peak periods
- Reduced internal workload for staff and partners
- Enabled more advisory conversations with clients
- Prevented return delays and increased throughput
- Avoided temp staff costs and simplified workflows
