A family-owned manufacturing business relied on outdated Reckon software and manual processes for its daily operations. Financial data could only be accessed on-site, severely hindering management oversight. Payroll relied on physical clock-in cards, reminiscent of The Flintstones Era, which caused delays, errors, and excessive administrative work.

The challenge extended beyond outdated software; the absence of structured systems resulted in disjointed workflows, paper-based approvals, and poor documentation. As a result, decisions were made reactively, while the leadership team lacked real-time visibility into payroll, production, or cash flow, compromising efficiency at every level.

To address these challenges, we rebuilt the operational backbone from the ground up.

We migrated the accounting system from Reckon to Xero, enabling the business to access real-time financial data from any location and generate up-to-date cloud-based financial reports.

• Integrated Tanda for accurate time tracking and payroll automation

• Eliminated paper approvals by implementing digital workflows

• We documented essential business processes and introduced structured reporting frameworks, giving management consistent, reliable information to support decision-making.

The transformation delivered immediate and measurable results:

• Payroll accuracy increased significantly.

• Administrative time reduced by 40%

• Leadership gained real-time visibility into performance and financial data.

With integrated systems and measurable data, the business is now leveraging financial insights to guide operational decisions. The owner can manage remotely, shifting focus from daily admin to growth and strategy.