Case Study
Bateman MacKay
1 For more information visit: www.calligo.cloud/batemanmackay The Client Bateman MacKay LLP is a renowned 35+ year old full-service mid-market Chartered Public Accounting firm based in Burlington, Ontario. It supports local and international clients, from start-ups to mature businesses, with tax, accounting and business advisory services. The Challenge In 2009, Vinay Khosla acquired Bateman MacKay. He had noticed an opportunity to rapidly grow a small business of eight well-regarded and highly-skilled CPAs and business advisors, simply by making changes to the way it operated and providing the necessary tools to increase productivity. One of the first changes was to the business model, and a greater focus on reviews and on-site audits. This inherently entailed more remote work