REAL ESTATE DEVELOPMENT SERVICES
Baker Tilly
Improved team efficiency and enhanced client satisfaction, all without increasing headcount—thanks to streamlined accounting operations with Rabbet
Challenge
Baker Tilly sought to eliminate time-consuming manual processes in their accounting operations to improve efficiency, reduce errors, and free up time for their team to focus on delivering better service to clients.
Why Rabbet
Baker Tilly chose to implement Rabbet to automate tedious manual tasks while reducing accounting risks, and enable their team to focus on high-value client service and reporting without the need for increasing headcount.
Results
With Rabbet, Baker Tilly significantly improved operational efficiency, enabling them to increase project count, improve reporting, and strengthen client relationships—without the need for additional resources.
“Rabbet has completely eliminated the need for the onerous draw creation and manual reconciliation process. We have way more time to spend on client relationships.”
Jennifer Lamb
Senior Manager, Client Accounting Services, Real Estate
About Baker Tilly
Baker Tilly is a top 10 global advisory, tax, and assurance firm with nearly a century of experience. Known for their integrity and commitment to growth, they provide comprehensive financial solutions to businesses, with a strong focus on the real estate development industry.
Business Challenges Baker Tilly Wanted To Solve
For Baker Tilly, the path to modernization meant tackling time-consuming manual tasks that bogged down their team. Compiling and saving PDFs for each draw request was a painstaking process, consuming hours that could have been spent on strategic client work. Their existing accounting software just couldn’t keep up—it lacked the flexibility to streamline the entire construction workflow. The result? Bottlenecks, data silos, and countless hours lost to double-checking.
To solve these issues, Jennifer Lamb, Senior Manager, Client Accounting Services, Real Estate, sought to automate manual processes, eliminate bottlenecks, and streamline the construction workflow for greater efficiency.
Why Baker Tilly Selected Rabbet
Baker Tilly's Goals
- Reduce time to create and package draw requests
- Streamline workflows to boost productivity without increasing headcount
- Minimize risks associated with manual data entry and eliminate need for time-consuming double-checks and document reconciliations
- Unify project data to eliminate silos, enabling easier access and sharing of up-to-date information
- Modernize processes without disrupting workflows within their current accounting software, Yardi
- Enable staff to provide exceptional client service to differentiate Baker Tilly
Baker Tilly's Results With Rabbet
- Saved tens of hours per project with automated draw creation and packaging
- Eliminated Excel spreadsheets and scattered PDFs and unified project data
- Minimized likelihood of missing or duplicate payments, enhancing accuracy
- Provided up-to-date project information to clients, improved reporting and strengthened client trust
- Enabled Baker Tilly to take on more clients without adding extra staff, helping them grow their business while maintaining quality service
With Rabbet, Baker Tilly streamlined their workflows, improved efficiency, reduced errors, and enhanced client satisfaction, enabling them to take on more clients without increasing their team size.
“Rabbet made the entire process—from implementation to day-to-day use—simple and intuitive. Integrating with our existing tools was effortless, allowing us to focus on results rather than managing a complex setup.”
Jennifer Lamb
Senior Manager, Client Accounting Services, Real Estate
