Baker Tilly is a top ten advisory tax and assurance firm with 90 years of history. As a global operation with a reputation for integrity and growth, the Baker Tilly name is well known in the development industry.
Challenges
The Baker Tilly team needed to modernize their tech stack with an eye toward reducing the time spent on manual, error-prone tasks. The team spent several hours compiling and saving PDFs to package each draw request they needed to process. Accounting software alone couldn’t handle the end-to-end workflow of the construction industry.
Additionally, the accounting team was faced with the challenge of data silos. Excel versioning made manual reconciliation time-consuming, and the risk associated with manual data entry required extra layers of review. With the possibility of missing or duplicate payments, accountants spent significant time fact-checking to ensure accuracy.
Goals
- Reduce paperwork to generate comprehensive reporting for clients
- Eliminate risks associated with manual data entry
- Differentiate Baker Tilley as a modern partner for development firms
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, Finance
Results
Through the implementation of Rabbet, Baker Tilly successfully consolidated their project data by eliminating scattered Excel spreadsheets and PDFs into a unified system. Rabbet enabled the firm to provide clients with up-to-date project information, resulting in improved reporting capabilities and strengthened client trust. Most notably, Baker Tilly was able to expand their client base without the need for additional staff, allowing them to grow their business while maintaining their high standards of quality.
As a result, Baker Tilly achieved streamlined workflows, improved efficiency, reduced errors, and enhanced client satisfaction, all while maintaining their existing 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, Finance
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