Customer Success Case Studies

Discover how OrtusPro, a leading accounting outsourcing firm, helps businesses streamline their financial operations and achieve growth. Our detailed case studies showcase real-world success stories from various industries, highlighting how we deliver tailored accounting solutions that drive efficiency, compliance, and profitability. Learn about our proven expertise in handling complex financial challenges, improving financial visibility, and enhancing business performance. Explore these stories to see how OrtusPro can elevate your business with our expert accounting services.

Accounting and Advisory firm meets growth goals with offshore support

Accounting firms are feeling the pinch more than ever when it comes to retaining and attracting staff. Wages are increasing causing margins to shrink even further. Without the right measures in place many firms will struggle to grow – or worse, remain viable.

How did OrtusPro Help ?

  • OrtusPro helped in finding suitable offshore talent as per client needs
  • A scalable hiring engine was setup to augment growth requirement
  • Preparer-Reviewer framework deployed to ensure error free and consistent delivery
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Tax compliance and accounting firm reduces bookkeeping processing times by 50%

When it comes to completing compliance for clients, many accountants struggle with the quality of bookkeeping work that’s provided to them. While some bookkeepers are great, many make errors that need to be corrected before compliance work can even begin.

How did OrtusPro Help ?

  • OrtusPro helped in categorizing role requirements for client needs
  • Suitable team leader identified for managing the offshore workforce
  • Infosec & Quality Assurance plans initiated to ensure data security and work quality
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Scalable Expertise and Time Zone Advantage

Client : A small accounting firm in Melbourne, Australia, specializing in serving e-commerce businesses.

The firm’s workload fluctuated significantly throughout the year, with peak periods during the holiday season and promotional sales. They lacked the in-house expertise to handle the increased volume of transactions and complex e-commerce accounting requirements.

The firm outsourced their bookkeeping, accounts payable and receivable processing, and financial reporting to OrtusPro.

  • Scalable Accounting Support : OrtusPro's team was able to seamlessly scale their services up and down based on the firm's workload, ensuring consistent support throughout the year.
  • Time Zone Advantage: OrtusPro's extended operating hours provided the firm with 24/7 accounting support, allowing for faster turnaround times and improved client service.
  • E-commerce Expertise: OrtusPro's experienced team offered specialized knowledge of e-commerce accounting best practices, including inventory management, sales tax compliance, and online payment processing.

Key Metric: The firm was able to reduce their bookkeeping errors by 50% and improve their client satisfaction ratings by 20% after outsourcing to OrtusPro.

Scalability for Growing Accounting Firms

Client : A rapidly growing accounting firm in the UK

Challenge:

Difficulty managing increased workloads without compromising service quality.

Solution:

Ortus Pro offered flexible outsourcing solutions to scale operations.

 

Results:

  • Scalability: Managed a 200% increase in client onboarding with no additional full-time hires.
  • Client Retention: Improved client retention rate by 20% due to enhanced service capacity.
  • Revenue Growth: Contributed to a 30% year-over-year growth in revenue

At Ortuspro, we believe in the power of talent and passion. 

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Contact

  • +61 452256108 (AU), +44 7956 460572 (UK)
  • 1 Crandon Road, Epping, NSW 2121
  • 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ
  • info@ortuspro.com

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