KSDT CPAs’ Growth with PracticeERP
KSDT CPAs is a forward-thinking accounting firm committed to delivering exceptional financial services. However, rapid growth revealed limitations in their legacy software, which restricted tracking capabilities and lacked customization. To address these challenges, KSDT CPAs partnered with PracticeERP to unlock scalability, flexibility, and operational efficiency.
| Company | Annual Revenue |
|---|---|
| KSDT CPAs | More than $14 million |
| Location | Employees |
| Florida, USA | 200+ |
| Industry | NetSuite Modules Deployed |
| Accounting & Financial Services | NetSuite ERP system |
Return on Investment
| Operational Efficiency | Improved workflows increased overall productivity by 35% |
| Remote Accessibility | Enabled remote approvals and mobile access, improving task completion speed by 50% |
| Data Accuracy | Reduced errors by automating data entry and reporting (Approx. 40% improvement in data precision) |
| Cost Efficiency | Optimized resource allocation through better forecasting (Estimated 20% reduction in operational costs) |
| Decision-Making | Improved decision-making with real-time, data-driven insights (Boosted decision-making speed by 50%) |
| Time Savings During Tax Season | Saved 4–5 hours weekly per user |
| Time Savings Off-Season | Saved 3–4 hours weekly per user |
Challenges and Solutions
KDST CPAs faced several pressing challenges:
- Limited Tracking Capabilities
Before: Revenue tracking was restricted to origination and manager levels, limiting visibility into performance metrics.
Solution: PracticeERP enabled advanced tracking capabilities across multiple levels, including primary manager and CAS partner. - Lack of Customization
Before: Legacy systems offered limited customization, relying on vendor updates for feature improvements.
Solution: PracticeERP delivered extensive customization options, empowering KSDT CPAs to tailor workflows to specific needs. - Restricted Mobility
Before: Desktop-based systems restricted remote access and flexibility.
Solution: With a cloud-based infrastructure, PracticeERP enabled seamless access from mobile devices, improving productivity. - Inefficient Support Services
Before: Slow response times for technical queries delayed critical tasks.
Solution: PracticeERP’s dedicated support team provided immediate assistance and actionable solutions.
Discover How PracticeERP Can Transform Your Business
Learn more about the tools and solutions that empowered KDST CPAs to scale efficiently.
| Key Improvement | Outcome |
|---|---|
| Revenue Tracking | Multi-level revenue tracking improved financial oversight |
| System Access | Remote approvals and mobile workflows enhanced flexibility |
| Customization | Fully tailored workflows improved operational efficiency |
| Support Services | Immediate support reduced delays and enhanced user satisfaction |
Implementation Journey
The journey to success with PracticeERP followed these key phases:
Discovery and Analysis
PracticeERP conducted a thorough assessment of KSDT CPAs’ operational challenges.Customization and Deployment
Tailored workflows and tracking systems were deployed to meet specific needs.Training and Support
Comprehensive training and real-time support ensured a smooth transition.
Results
The implementation of PracticeERP delivered measurable results:
| Key Metric | Before PracticeERP | After PracticeERP |
|---|---|---|
| Revenue Tracking | Limited to origination and manager levels | Multi-level tracking (e.g., primary manager, CAS partner) |
| System Access | Desktop-based, limited mobility | Cloud-based, accessible from any device |
| Customization | Rigid, off-the-shelf features | Highly customizable workflows |
| Support Response Time | Delayed, 2–3 days per query | Immediate, expert-level support |
Conclusion: Empowering Growth with PracticeERP
The partnership between KSDT CPAs and PracticeERP showcases how tailored ERP solutions can drive efficiency, flexibility, and scalability. With enhanced tracking, robust customization, and exceptional support, KSDT CPAs is now well-positioned to sustain growth and deliver superior value to clients.
