“Artiffex has provided a great platform for investment bookkeeping. It was definitely worth making the change to an automated solution. 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, Fuller Landau
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.”
- Minimize time spent on bookkeeping
- Eliminate errors due to manual data entry
- Increase operational efficiency and reduce costs
- Enable a higher level of service to clients regardless of portfolio size
How we got there
Artiffex worked closely with Fuller Landau using a well defined and documented onboarding process, so that the firm could quickly benefit from implementation best practices. As important, the team members selected to work with the Artiffex platform underwent a comprehensive training program.
“Whenever you attempt to change traditional processes, there’s always the chance that people will resist, falling back on a way that they feel more comfortable with,” adds Yau. “The Artiffex Customer Success Team played a critical role in helping us bridge this gap. They are patient, respond to our queries in a timely manner, and are entirely focused on making sure we maximize the potential operational efficiencies their solution offers. They regularly asked for, and acted on our feedback. It is a real pleasure working with them.”
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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