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Transforming Bookkeeping and VAT Returns with Corient: A Success Story

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🔷Highlights

  • Reduced VAT query count by 50%
  • Improved turnaround time by 10 days
  • 90% reduction in review time
  • Created standardised SOPs across platforms

Introduction

A well-established client management firm was growing steadily but facing serious internal challenges. Their team of four client managers, each using different bookkeeping software—SAPA, QuickBooks, and Xero—struggled with inefficiencies, unresolved queries, and delayed VAT returns. These issues increased stress levels and left little room for focusing on strategic client work.

The Initial Problem: What Went Wrong?

With no standardised procedures, the team found themselves in a cycle of:

  • Constantly addressing open queries
  • Filing VAT returns at the last minute
  • Juggling multiple software platforms without a unified process

The absence of SOPs made scaling operations difficult and left managers overwhelmed.

Corient’s First Solution: The Fix

Turning to Corient for help, the firm sought to outsource its bookkeeping and VAT returns. Corient’s initial strategy involved:

  • Standardising processes across all platforms
  • Harmonising workflows to bring clarity and structure

The plan seemed solid until Corient encountered a new challenge.

The New Problem: A Surprise Roadblock

The main roadblocks were clear:

  • Learning SAPA from scratch
  • Lack of documented SOPs
  • Limited time for client managers to support the transition

These hurdles required a more hands-on, detailed approach.

Corient’s Second Solution: Fixing the New Problem

Corient implemented a step-by-step action plan:

Step 1: Intensive SAPA Training

The team committed to upskilling themselves to handle all required platforms.

Step 2: SOP Development

Through collaborative workshops, Corient documented all necessary bookkeeping and VAT procedures.

Step 3: Efficient Query Management

A structured tracking system was established, recording all queries and feedback, reviewed daily and weekly.

Step 4: Enhanced Communication

Defined communication channels ensured timely updates and efficient problem-solving.

The Final Outcome: Success Story

The collaborative effort paid off:

  • VAT returns filed 10 days ahead of deadlines
  • Query counts halve, dropping from 20 to 10 per job
  • Client managers’ review time reduced by 90%
  • More time for strategic client engagement

“Working with Corient has been a game-changer. Their expertise and structured approach let us focus on growth without getting bogged down in operational details.”

Key Takeaways: Why This Matters for Businesses

  • Standardisation and structured communication dramatically improve efficiency.
  • Outsourcing bookkeeping and VAT returns can free up valuable internal resources.

Let experts handle the operational load, so you can focus on growing your business.

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