The client
Fusion Accountants is an accounting and business advisory firm with more than 20 employees, supporting SMEs across bookkeeping, VAT, payroll, year-end accounts and advisory services.
As the firm grew, managing recurring client work consistently across different teams became increasingly difficult. Different services had their own deadlines, responsibilities and processes, while client information and documents often needed to move between employees.
Cinqd was introduced to create a more structured and connected way to manage client delivery while maintaining the accuracy and consistency required by a growing accounting practice.
Cinqd capabilities implemented:
- Proposals
- CRM
- Client onboarding
- Task management
- Recurring workflows
- Workload and deadline visibility
The challenge
Fusion Accountants managed a large volume of recurring client work, but processes were not always consistent across the firm. Different accountants could handle similar work in different ways. Client onboarding involved manual steps and repeated data entry, while documents and approvals relied heavily on email.
Managers also had limited visibility over workloads and upcoming deadlines, making it harder to identify where work was falling behind or where additional capacity was needed. As the client base expanded, these issues created more administrative work and made it increasingly difficult to scale without adding more staff.
The firm needed a way to standardise recurring processes while giving teams and managers greater visibility over client work.
How Cinqd helped Fusion Accountants standardise client delivery
Creating a consistent client onboarding process
Cinqd helped Fusion Accountants introduce a structured onboarding process for new clients. Once a proposal was accepted, the relevant onboarding workflow could begin, giving employees clear tasks, responsibilities and deadlines.
Client information captured during the process could also be reused rather than repeatedly entered across different stages of the relationship. This reduced manual administration while helping ensure that every new client followed a more consistent onboarding journey.
Standardising recurring compliance workflows
Recurring services such as VAT, payroll and year-end accounts require work to be completed consistently and on schedule. Cinqd allowed Fusion Accountants to structure these activities through repeatable workflows with defined tasks, owners and due dates.
Instead of recreating tasks manually for each reporting period, recurring work could be scheduled as part of the firm’s established processes. Teams had a clearer view of what needed to be completed, while managers could monitor progress without continually requesting updates.
Bringing client information into one place
Client documents, approvals, communications and related activity were brought together through centralised client records. This gave employees greater context when working with a client and reduced the need to search across emails and separate systems for information.
When work moved between team members, the relevant client history was easier to access, helping employees continue work without relying as heavily on individual knowledge.
Improving workload and deadline visibility
Cinqd also gave managers a clearer view of team capacity, upcoming deadlines and potential bottlenecks. Instead of relying on individual updates to understand whether work was on track, managers could see outstanding responsibilities and identify areas requiring attention earlier.
This helped the firm allocate work more effectively and maintain greater control as client volumes increased.
The results
Fusion Accountants reported improvements across administration, client delivery and management visibility after introducing Cinqd.
38% less admin time
The firm reduced administrative time by 38% through more structured onboarding, reduced duplicate data entry and greater automation of recurring processes.
Fewer missed deadlines
Clear task ownership, recurring schedules and due dates helped teams stay on top of time-sensitive client work.
More consistent client delivery
Standardised onboarding and compliance workflows gave employees a clearer process to follow across different clients and services.
Better management visibility
Partners and managers gained greater visibility over workloads, deadlines, outstanding tasks and potential bottlenecks.
Greater capacity to scale
Reducing manual coordination allowed the firm to support growth without increasing administrative workload at the same rate.
Before and after Cinqd
| Before Cinqd | After Cinqd |
| Accountants followed different processes | Standardised workflows across teams |
| Client onboarding involved manual steps | Structured onboarding workflows |
| Client data was entered repeatedly | Information captured and reused |
| Recurring work required manual coordination | Scheduled recurring workflows |
| Documents and approvals relied heavily on email | More centralised client records |
| Limited visibility over workloads and deadlines | Clearer management visibility |
The overall impact
Cinqd helped Fusion Accountants create a more consistent operating structure for recurring client work. By connecting onboarding, client records, tasks and recurring workflows, the firm reduced unnecessary administration while giving employees clearer processes to follow.
For partners and managers, greater visibility over workloads and deadlines also made it easier to identify issues earlier and manage growing client volumes more effectively.
Rather than changing the firm’s specialist accounting processes, Cinqd provided a connected business operating system around them, helping Fusion Accountants standardise how work moves through the business.
Could Cinqd help your accounting firm?
Cinqd brings client management, proposals, onboarding, tasks, workflows and operational visibility together in one connected business operating system.
Standardise recurring processes, reduce manual administration and give your teams greater clarity over what needs to happen next as your accounting firm grows.
Book a demo to see how Cinqd can help your accounting firm work more efficiently.
