How Intogreat helped Emerge grow their business

Published June 20, 2019

 

Emerge Accounting & Advisory Logo

Emerge Accounting and Advisory is a public practice accounting firm based in Melbourne. The firm uses a hands-on approach to serve their clients and build genuine relationships.

  • Tax and Accounting
  • Bookkeeping
  • Business Advisory
  • Business Set-up & Structuring
  • Cloud Accounting

 

In 2018, Emerge was recommended to Intogreat to help the business grow and establish their process.
Intogreat has provided opportunities for Emerge to expand their operations and services by taking on more roles and by providing offshore services and process improvements.

About Intogreat

At Intogreat, we work in partnership with our clients to integrate offshoring resources within their business.

We have established a superior facility in Manila, Philippines, with an experienced and dedicated team that understand the challenges and requirements of business evolution – keeping your business profitable with optimal efficiency and allowing you to continue to provide excellent services and turnaround times to your clients.

Intogreat Framework

This framework ensures success for offshoring your business practices and has been further developed into 3 key operational phases.

  • business preparation services
  • people services
  • continuous improvement services

 

Our approach

We work closely with your offshore staff to educate them on how to optimise productivity and performance to ensure long-term tenure. We take a 3-phase approach to successfully transition your business into offshoring.

3-phase approach

 

Business solutions Intogreat has provided

  • Completed desktop review identifying opportunities for Emerge
  • Offshored 1 Accountant role (Emerge planning to hire 1 Senior Accountant for the their next role)
  • Implemented New Ways Of Working for Emerge + new operating rhythm
  • Led the recruitment and detailed testing to ensure highly skilled resources for the team
  • Led training and Xero certification
  • Documented Emerge’s processes
  • Ensured robust training plans & detailed KPIs are in place

  • Staff reports to a dedicated Team Manager (an accounting expert w/ 11 years leadership experience in Australia & Manila)
  • Led Xero certification and training of Emerge staff
  • Intogreat’s experienced tax, bookkeeping, and financial controller supervisors help speed up onboarding and training of Emerge’s staff
  • Provided a single point of contact for easy reporting & issues management
  • Ongoing employee engagement + training & development program in place for the team

  • Documented Emerge’s processes
  • Recommended workflow tool to make job allocation more seamless
  • Recommended data security software that helps emerge to put added layer of security to all their clients’ data
  • Created process maps that helped offshore staff with the training and provide a standard process

 

Emerge staff offshored with Intogreat

     1 Accountant

     1 staff soon to be onboard

     

Emerge documentations written in SupportPoint

  •     documents
  •     process maps

*knowledgeable offshore staff helping out Emerge map out their processes

 


Content by Jhena Natividad