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Case Study

Valenta’s Expert Support Enables a Chartered Accountancy Firm to Scale and Attract New Clients

Case Study

Spotlight

Industry

Financial Firm

Location

New Zealand

SERVICES:

Staff Augmentation

About the Client

  • Evolve is a leading Chartered Accountants and Business Advisors firm based in New Zealand. The firm specializes in delivering personalized financial solutions for individuals and businesses. Their services include annual financial statement compliance, tax administration, companies’ office administration, business systems, and financial planning. Evolve's mission is to help clients achieve growth by providing expert guidance in navigating complex tax regulations and business challenges with confidence.

The Solution

Valenta stepped in to provide a team of highly skilled accountants with deep knowledge of New Zealand tax laws. This specialized team was essential for Evolve’s expansion, offering the expertise required to handle complex tax compliance and accounting tasks. Valenta’s support ensured the client had the resources necessary to drive the business forward with confidence and efficiency.

The Approach

Valenta’s process began with a thorough assessment of Evolve’s existing workflows and needs. A tailored team of skilled accountants is assigned to the firm, and a detailed workflow process has been created. This includes clear steps for each task, from receiving client information to finalizing reports. A quality reviewer ensures accuracy and consistency before any work is delivered to Evolve.

The team now works according to a defined timeline, providing weekly feedback and continuously refining workflow efficiency. With this structured approach and an integrated system, Valenta is able to ensure that deliverables consistently meet Evolve’s high standards.

Key Business Outcomes & Results

Business Growth

Valenta’s expert support plays a pivotal role in driving Evolve’s business growth. With a skilled team in place and streamlined workflows, Evolve is able to continuously take on new clients and expand its operations. This added capacity and efficiency allows the firm to scale its services, resulting in ongoing increases in revenue and market presence.

Efficiency

Valenta ensures that Evolve operates more efficiently. The team uses advanced tools for job allocation, real-time tracking of tasks, and regular productivity assessments. These enhancements help Evolve manage its operations more effectively, improving overall efficiency.

Consistency

Valenta’s processes ensure consistent performance across all tasks, particularly in managing complex accounting and compliance work. This uniformity allows Evolve to maintain high standards of service quality, ensuring consistent delivery to all of its clients, regardless of task complexity.

Timeliness

Valenta emphasizes effective time management and task delegation based on priority. While timelines vary depending on the specific requirements, Valenta ensures that tasks are completed within agreed timeframes. This punctuality enables Evolve to meet its client obligations efficiently and reliably.

Client Satisfaction

The ongoing implementation of an efficient workforce system, coupled with integrated workflow management, leads to high levels of client satisfaction. Valenta’s structured approach, weekly feedback loops, and continuous refinements ensure that deliverables consistently meet Evolve’s expectations, allowing them to achieve their business objectives and meet client deadlines reliably.

 

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