Finance and Administration

A small suburban accounting practice was very busy with time and having positive client feedback, but struggling to get the recovery for the efforts involved. There were providing a significant range of services, but still incurring significant write offs that were impacting the profitability of the business. DSI advisory was able to extract data from their existing system and provide some customer segmentation data that they had not seen previously.

This provided significant clarity around where their issues were and this lead to a direct client engagement model that changed the working relationships with their clients. This is just one part of the required part of the business that every firm should be getting right to be successful.