“Artiffex has provided a great platform for investment bookkeeping, it was definitely worth making the change to an automated solution,” said Yau “It helps to save time and reduce data entry error, allowing us to spend more time on special and unusual transactions and provide a more qualitative work to our clients.” – Ricky Yau; Manager, Accounting
For over 60 years, Fuller Landau has provided a broad spectrum of accounting and tax services for private businesses, high net worth families, and the advisors who serve them. Today, the firm brings its team of over 130 experts to work with clients in the real estate, food and beverage, manufacturing and distribution, healthcare, IT, entertainment and communications industries.
“As the firm examined its operational efficiencies, we realized that we were spending a significant amount of time in investment bookkeeping, some of which was not recoverable,” said Ricky Yau, CPA, CA, Manager at Fuller Landau. “The firm also kept large amounts of data in Excel, which required the constant review of formulas to determine if they were still working.”
- Reduce WIP and improve operational efficiency
- Get rid of errors related to manual data entry and
- Provide a higher level of service to clients regardless of the size of their portfolios
The Measure of success
Time saved – on one account with 4000 transactions, Fuller Landau saved almost 40% on its time to process
With reduced manual data entry process, the risk of human error has also decreased
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