Case Study: HPW CPAs – Transforming Operations
HPW CPAs is a forward-thinking accounting firm poised for growth. With an increasing demand for remote workforce capabilities and scalable systems, they turned to goVirtualOffice (gvo) to implement a tailored ERP solution that could meet their current and future needs. The result? A seamless transition to a robust, flexible system that has revolutionized their operations and positioned them for long-term success.
| Company | Annual Revenue |
|---|---|
| HPW CPAs | More than $5 million |
| Location | Employees |
| Bozeman, MT | 11 - 50 |
| Industry | NetSuite Modules Deployed |
| Accounting | NetSuite ERP system |
Return on Investment
| Remote Workforce Capability | Fully integrated remote work capabilities |
| System Scalability | Flexible, future-ready ERP infrastructure |
| Support Quality | Personalized, real-time assistance |
| Employee Productivity | Streamlined, automated processes and +25% Improvement |
| Client Satisfaction Scores | +20% Improvement |
| Service Delivery Times | 30% faster |
Challenges and Goals
1. Adapting to Remote Workforce Needs
- Challenge: The firm’s legacy systems could not support remote work effectively, creating operational bottlenecks.
- Goal: Implement an ERP system to enable seamless collaboration and ensure future-proof scalability.
2. Scalability for Growth
- Challenge: Rapid expansion into new business lines required software that could adapt to the firm’s evolving needs.
- Goal: Transition to a scalable ERP platform that grows with the business.
3. Personalized Support
- Challenge: Previous solutions lacked dedicated support, leading to delays in issue resolution.
- Goal: Partner with a provider that offers hands-on, reliable assistance throughout implementation and beyond.
Discover How PracticeERP Can Transform Your Business
Learn more about the tools and solutions that empowered HPW CPAs to scale efficiently.
| Challenges | PracticeERP Solutions |
|---|---|
| Legacy systems unable to support remote work | Implement remote workforce capabilities |
| Inefficiencies in handling operational growth | Deploy a scalable, future-proof ERP system |
| Limited support from previous providers | Partner with a provider offering hands-on help |
Implementation Journey
1. Needs Analysis
goVirtualOffice conducted a comprehensive review of HPW CPAs’ existing processes and identified pain points to design a customized solution.
2. Deployment
The ERP system was configured and deployed with minimal disruption to ongoing operations.
3. Training and Support
Hands-on training sessions equipped the HPW CPAs team with the knowledge needed to maximize the system’s potential.
Results
| Key Metric | Before PracticeERP | After PracticeERP |
|---|---|---|
| Time spent on issue resolution | Delayed by slow support processes | Immediate response from GVO team |
| Employee productivity | Disconnected workflows | Integrated operations |
| Remote workforce enablement | Limited functionality | Fully operational for remote staff |
| Client Satisfaction | Inconsistent feedback | Measurable improvement |
| Service delivery times | Delayed by inefficiencies | Improved through automation |
Conclusion: A Partnership for Growth
The partnership between MBE CPAs and PracticeERP highlights the power of tailored ERP solutions in enabling growth, improving efficiency, and delivering superior client experiences. With PracticeERP, MBE CPAs is well-equipped to navigate the challenges of a competitive market while scaling its operations effectively.