HOW INTOGREAT HELPED "PINNACLE ROAD" ACHIEVE GREAT RESULTS WITH OFFSHORING?

Published October 21, 2020

About Pinnacle Road

Pinnacle Road (formerly Emerge Accounting and Advisory) is a public practice accounting firm based in Melbourne, Australia. The firm uses a hands-on approach to serve their clients and build genuine relationships. Pinnacle Road specialises in:

• Tax and Accounting
• Bookkeeping
• Business Advisory
• Business Set-up & Structuring
• Cloud Accounting

How we helped Pinnacle Road’s start-up phase

In 2018, Pinnacle Road appointed Intogreat to help them grow their business from a start-up in an efficient and effective way while establishing robust processes and procedures.

Pinnacle Rd started one employee with Intogreat and they now have three with two more on the way. The staff that Pinnacle have hired with Intogreat are undertaking the following roles:  Senior Bookkeeper, Accountant, Tax Accountant and Senior Tax Accountant. By having this team with Intogreat the Pinnacle Road Melbourne team has more time to focus on growing the business and building stronger client relationships.

Feedback from Pinnacle Road

“Intogreat is the second BPO business that we have used and in comparison, the team at Intogreat have made the offshoring process as smooth and painless as possible. The initial process development and ongoing support they provide has enabled our offshore team to hit the ground running.”

Jacob Hitchiner | Managing Director | Pinnacle Road

About Intogreat

At Intogreat, we work in partnership with our clients to integrate offshoring resources within their business.

We have established a superior facility in Manila, Philippines, with an experienced and dedicated team that understand the challenges and requirements of business evolution – keeping your business profitable with optimal efficiency and allowing you to continue to provide excellent services and turnaround times to your clients.

Our frameworks includes:

This framework ensures success for offshoring your business practices and has been further developed into 3 key operational phases.

Our approach

Our proven framework that delivers exceptional results has three core parts;

• Business preparation services
• People services
• Continuous improvement services

BUSINESS PREPARATION SERVICES

• We undertake a detailed ROI Analysis and Assessment that will delivered Pinnacle Rd an offshoring and business improvement roadmap.
• Implemented New Ways Of Working for Emerge so they could optimize their offshore team
• Led the recruitment and detailed testing to ensure highly skilled resources for the team
• Ensured robust training plans & detailed KPIs are in place to ensure success

PEOPLE SERVICES

• Staff report to a dedicated Team Manager who is an Accounting expert and proven coach / trainer and mentor.
• Led Xero certification and training of Emerge staff.
• Provided a single point of contact for easy reporting & issues management.
• Ongoing staff development ensured each staff member has training and development programs in place.

 BUSINESS IMPROVEMENT SERVICES

• Documented Emerge’s processes (process maps and procedures)
• Recommended workflow tool to make job allocation more seamless
• Recommended data security software that helps Emerge to put added layer of security to all their clients’ data

STAFFING

Pinnacle Road staff offshored with Intogreat

1 Accountant

2 Tax Accountants

1 Senior Bookkeeper

1 Senior Tax Accountant

BUSINESS IMPROVEMENT

Pinnacle Road documentations written on all their processes and procedures and stored in their own bespoke cloud based knowledge management platform.

COST SAVINGS

When offshoring with Intogreat, businesses can save at least 70% of costs while lifting capability and ensuring operational efficiencies.