Hall and Melia

The Challenge

Before using monday.com, Hall & Melia faced several challenges in managing their accounting practice. The team used multiple software and spreadsheets to track client progress, budget, cash flow, and employee KPIs. They had difficulties tracking client timelines, delegating tasks effectively, and ensuring team members were up-to-date on the client's progress. Additionally, other practice management tools they’ve tried lacked the flexibility and customisation needed to provide detailed insights in a simple and visually appealing manner. Their staff also found those tools not very user-friendly. These challenges led to an overall lack of efficiency in their practice management. On top of all that, the old tool they used didn't give them any control over data integrity, which meant they were constantly dealing with inaccurate information. That meant lots of extra work to double-check and correct mistakes. It also made it hard to generate accurate reports and make intelligent decisions based on the data.

Our Solution

The firm contacted Kick Consulting, monday.com specialists in accounting practices, helping them achieve their goals. Kick Consulting worked with Hall & Melia Accountants to identify how monday.com could be used to automate their accounting processes, bring transparency and efficiency into business and consolidate technology.

The Results

With monday.com automations, Hall & Melia was able to streamline their accounting and budgeting workflows, from BASs to fringe benefits calculations and tax returns. The platform provided an overview of the business's financial health, which enabled the management to have a finger on the pulse and save tremendous time collating monthly budgeting reports for the team. More importantly, through the use of monday.com, Hall & Melia was able to significantly improve team collaboration and communication, fostering a more cohesive and efficient work environment. This ultimately led to greater visibility in their operations and the ability to deliver high-quality services to their clients more efficiently and effectively.

Conclusion

In conclusion, Kick Consulting's expertise in monday.com helped Hall & Melia Accountants automate their accounting processes and streamline their workflow. The monday.com board, with its user-friendly interface and flexible features, allowed the team to manage their tasks more efficiently and provided an overview of their financial health. This adaptability and ease of use made it a valuable tool for the business, providing a better overview of the business and contributing to its success.