Case Study

Accounting practice reclaims a day per week

Accounting practice reclaims a day per week

Pages 3 Pages

1 Accounting practice reclaims a day per week customer success Accounting practice reclaims a day per week Sage Data Hub helps Infinity Advisory & Planning eliminate manual processes. Based in the NSW country town of Boorowa, Infinity Advisory & Planning is dedicated to delivering a broad range of accounting, tax, financial planning, and business advisory services. Challenge A Sage HandiSoft user, Infinity Advisory & Planning was looking for a way to cut down on time-consuming processes and streamline reporting. Nyree Ashton, owner of Infinity Advisory & Planning, says the practice was mired in manual processes, particularly when lodging tax returns. “There were a lot of manual processes we had to perform when trying to generate reports with data from Sage HandiSoft and in mat

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