Project Background

Since opening their doors in 1987, S+C Partners has served as a full-service CPA and advisory firm, providing professional accounting, advisory, and tax services across the Greater Toronto Area. With over 70 employees — including 7 Partners and 5 Associate Partners — S+C Partners specializes in serving entrepreneurs, private corporations, and high-net-worth individuals.

“The primary challenge was that manual bookkeeping for portfolios was often time-consuming — especially for portfolios that were actively managed with a high volume of transactions. The time needed to reconcile these portfolios could be extensive and result in high costs to the client.” — Michael Raynor, CPA, CA, Client Service Partner, S+C Partners

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 S+C Partners throughout the onboarding process to ensure that their managers were equipped to unlock the value of modernizing their processes, and to pass that knowledge along to their team members through Artiffex’s comprehensive user documentation.

“The customer support is amazing. Their support team responds almost immediately — probably the best support I’ve ever come across. Not only do they fix any issues, they also show you what they did and how they did it, which gives you the ability to address the issue yourself down the road.” — Jill Croft, CPA, CGA

Results

S+C Partners increased efficiency by 75% on the reconciliation of their larger portfolios. With significantly less manual data input required, the firm reduced human error, improved accuracy, and freed managers to focus on higher-value client advisory work.