Project Background

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 real estate, food and beverage, manufacturing and distribution, healthcare, IT, and entertainment.

“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. The firm also kept large amounts of data in Excel, which required the constant review of formulas.” — Ricky Yau, CPA, CA, Manager, Fuller Landau

Objectives

• Minimize time spent on investment 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 onboarding process so that the firm could quickly benefit from implementation best practices. 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. 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 operational efficiencies their solution offers.” — Ricky Yau

Results

On one account with 4,000 transactions, Fuller Landau saw a 40% efficiency increase. With reduced manual data entry, the risk of human error decreased significantly, allowing managers to focus on higher-value client work.