CASE STUDY: WILLIAM BUCK
“When we were going through the sales process, their responsiveness and anticipation of what our questioning and our needs would be, was very impressive”
Ben Trengove, Business Advisory Director, William Buck
Who is William Buck?
William Buck South Australia is Adelaide’s largest locally owned and operated chartered accounting firm, comprising 19 Directors and 160 staff, and backed by a leading network of over 70 Directors and 500 staff across Australia and New Zealand. It’s focus is on delivering a broad range of tailored integrated services across audit, business and corporate advisory, and specialist tax and wealth advisory, to both businesses and high net worth individuals.
William Buck required a software platform which fitted its integrated service mentality, and covered all the finance needs of its practice.
Prior issues such as poor flexibility with reporting, a lack of integration between data silos and the need to manipulate data outside of the practice management suite, led to the leadership looking for a new solution.
Beyond this, the firm was also seeking ways to create efficiency gains.
William Buck chose Reckon’s Advanced Professional Solutions (APS) software, due to the efficiencies created by increased integration, and the reporting capabilities it provides.
The integration between the Virtual Cabinet document management and client portal, and the Practice Management database, prevented duplication and provided significant data efficiency gains.
William Buck was also keen to bring on board the Practice IQ module, enabling powerful and customisable reporting capabilities. The Credit Management module also allows the firm to improve their service to clients by sending email reminders before accounts are due, saving time for the accounts receivable and finance teams.
“APS Modules like Credit Management…will improve service to our clients and be more efficient for our accounts receivable staff and our finance team. It’s a win win.”Ben Trengove
Working in a connected environment, with all 160 staff working on tablets, they wanted to make sure that their software was keeping pace with change, and felt that APS provided this capability. APS also provided the experienced back-end support required by a company of William Buck’s size.
“APS had a good understanding of their product and certainly what our needs were. They spent a lot of time getting to know us – getting to know what our issues were and what we were after”Ben Trengove
William Buck is in the implementation phase with APS, and are focused on implementing almost all of the APS modules. The firm is using this change as impetus to pursue further efficiency gains and standardisation across the practice, reviewing current procedures and best practice methodologies.
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