诺克斯Ricksen, 一家专门从事医疗和保险欺诈的民事诉讼和审判律师事务所, 是否正处于一个十字路口,因为低效的会计流程和工具阻碍了它的增长,导致漏报账单和税务处罚. 工作与Armanino 外包会计, 税 和 技术 专家, the firm digitized accounting tasks, 完善的税务申报流程和实施行业特定的分析新太阳集团娱乐app下载. This enabled them to focus on their core business, reduce unnecessary expenditures 和 exp和 to another state.
In 2018, 诺克斯瑞克森律师事务所-一家民事诉讼和审判律师事务所,专注于复杂的欺诈诉讼, 吹哨人, 人身伤害和不当死亡行为————其行政和会计职能已查明效率低下.
该公司成立于1972年,在加州的两个地方雇佣了大约30名员工. 其会计技术问题源于其业务管理新太阳集团娱乐app下载, which limited oversight into the accounting department.
“We were dealing with a 技术 that was difficult 和 a little archaic,” said firm administrator Lorie Gehrke. “客户账单和费用没有正确地录入系统,新太阳集团娱乐app无法在关键时刻提取新太阳集团娱乐app认为需要的财务报告. We either had to get a h和le on this or fall behind.”
The reason for alarm was that billing 和 expenses were being done manually, 是什么让管理两个地方的不同供应商变得复杂和混乱. 作为一个结果, 该公司聘请阿玛尼诺深入研究其会计技术和流程,目的是清理账簿, 收紧流程,定位它,以更成功地走向未来.
美国前20名的注册会计师和咨询公司之一的阿玛尼诺对诺克斯里克森公司的程序和系统进行了广泛的评估. After strategy discussions, 律师事务所决定将阿玛尼诺作为一个外包会计团队,专注于管理应付和应收账款的职能.
此外,阿玛尼诺补充诺克斯里克森的员工在公司的账单流程. 但最终, the billing needed to be digitized, specifically physical check writing 和 processing. To accomplish this, Armanino’s 专家 helped the firm set up Bill.com, 它减少了99%的实际支票书写,并将账单支付过程中花费在手工任务上的时间减少了80%, driven by the digitization of approvals 和 deliveries.
这是与阿玛尼诺合作最复杂方面的第一步——将技术从企业管理新太阳集团娱乐app下载转移到去中心化的技术设置. 阿玛尼诺帮助公司将大部分后端会计业务过渡到QuickBooks, the most key process being accounts payable.
To complete the migration off of the current system, Armanino为公司的时间记录和相关的计费流程实施了Timesolv. Armanino also implemented 和 integrated its proprietary data tool, 律师事务所分析, to help 诺克斯Ricksen measure, report 和 visualize KPIs by attorney, 案例类型, 位置或客户. Gehrke指出,与之前的新太阳集团娱乐app相比,这一变化是多么重要. “企业管理系统很混乱,而且有多年的数据. Reports were scarce 和 everything was printed.”
除此之外,他们的工作是提高公司会计收集的准确性, which reduced 税 penalties by helping the firm better track its revenue, Armanino assisted with the 税 planning of an equity partner. 该团队通过帮助公司直接向特许经营税委员会和美国国税局(IRS)付款,帮助核实了回报的准确性,加快了付款速度, removing a major burden from the partner.
阿玛尼诺还与该公司合作,为其合伙人起草了一份继任规划协议, 制定现有和未来合作伙伴都能同意的条款,并确定公司未来五年的目标.
事实证明,这一税务筹划和继承工作非常重要,另有三名合伙人于2019年成为股权合伙人. And after collaborating with the major equity partner, Armanino was asked to manage the 税 situation for the three others as well. Gehrke put it clearly, “There’s a trust in what Armanino advises us.”
诺克斯Ricksen’s digital transformation yielded intended bottom-line benefits such as real-time visibility into monthly or yearly financial performance compared to the budget or previous periods; ability to drill down billings by 案例类型, 客户端, location 和 attorney; 和 a reduction in manual tasks, 税 penalties 和 uncollected billings. But there were also unexpected improvements realized. 2019冠状病毒病大流行迫使人们在2020年过渡到远程或混合工作环境, 耶尔克补充道, “Modernizing operations enabled us to conduct our billing, time keeping 和 accounts payable processes remotely. 这是至关重要的.”
全球大流行对企业运营的长期影响尚不确定, 诺克斯·瑞克森清楚的是,数据准确性的提高如何促进报告,并将不可避免地帮助公司. 现在, they have greater confidence that their accounts receivable is current, 是什么使他们能够更精确地预测未来的每月账单,并制定更详细的预算.
诺克斯Ricksen团队利用这些更深入的信息对他们的预算进行月与年的比较. 他们还可以使用AALF工具来处理应急事务,以深入比较他们最赚钱的案例类型与那些通常利润较低但增加公司形象的案例类型的表现,并确保他们达到了适当的平衡. 格尔克指出:“这是有史以来最好的东西,因为它都在那里. It’s all directly tied from our Timesolv data. There are no translation errors. But if there is a problem, it’s easy to trace back where it might be.”
该工具还允许他们量化单个律师对收入的影响, 和 if they were to leave, what the ramifications would be. 感谢公司, there’s been hardly any turnover in the past two years, 和 they grew by three attorneys 和 three staff in 2021.
诺克斯Ricksen opened an office in Dallas, TX, in 2021, which speaks volumes to the firm’s outlook 和 profitability. 而他们仍处于建立跨国公司的初期阶段, the sentiment holds strong that they are in their best position in 30 years.
过去的几年, at an administrative 和 accounting level at least, have been focused on working smarter 和 more efficiently. The vision going forward is the same. 该公司的目标是保持强劲的盈利能力,并以对他们来说合理的速度增长.