Project Background

Clark & Horner is a boutique accounting firm located in the heart of downtown Toronto. Over the last 25 years, they have taken care of taxes, accounting, and more for high-net-worth individuals, their estates, and their businesses. Their clients include entrepreneurs, professional athletes, and executives across North America.

“Prior to adopting Artiffex, we had been using another investment tracking software that required significant staff resources and time to input data, which then had to be reviewed by managers for accuracy. During our busy season we were faced with staffing and resourcing challenges to meet increased demand.” — Martin Perko, Partner

Objectives

• Address internal staffing shortages during peak busy season
• Adopt a solution that can easily scale as needed
• Increase competitiveness by utilizing a cost-effective reconciliation solution
• Reduce errors and minimize review time for managers

How We Got There

Clark & Horner are a long-standing client of Artiffex who originally used the SaaS platform. Due to staffing shortages during the busy season, the firm required a solution that could quickly meet client demands without investment in permanent staff. Clark & Horner chose Artiffex’s Managed Services to tackle these needs.

“Artiffex’s Managed Services proved to be a quick and easy way for our firm to meet the demands of our busy season without increasing overhead costs. The team has always been attentive, transparent, and ready to assist us. They made the transition from SaaS to Managed Services seamless.” — Martin Perko

Results

Clark & Horner processed over 33,000 transactions across 221 accounts and 82 entities within eight months. Efficiency increased at both the staff and manager level, allowing the firm to allocate resources to priority projects and serve more clients without increasing headcount.