Client Overview
Firm: Fusion Accountants
Industry: Accounting & Business Advisory
Company Size: 20+ staff
Services: Bookkeeping, VAT, Payroll, Year-End Accounts, Advisory
Fusion Accountants supports a wide range of SMEs with recurring compliance and advisory services. As the firm grew, managing workflows consistently across teams became increasingly difficult. They needed a single system to standardise delivery while maintaining accuracy and compliance.
The Challenge Before Cinqd
This created:
- Different accountants handling work in different ways
- Manual onboarding and repeated data entry
- Limited visibility into workload and deadlines
- Heavy reliance on email for documents and approvals
This resulted in:
- Increased admin time
- Higher risk of missed deadlines
- Difficulty scaling without adding more staff
The Solution: Implementing Cinqd ERP
Standardised Client Onboarding
- Proposals triggered structured onboarding workflows
- Client data captured once and reused across services
Recurring Compliance Workflows
- Automated task schedules for VAT, payroll, and year-end accounts
- Clear ownership and due dates for every task
Centralised Client Records
- All documents, approvals, and communications stored in one CRM record
Workload & Deadline Visibility
- Managers gained real-time insight into team capacity and bottlenecks
Results
- Admin time reduced by 38%
- Fewer missed deadlines
- Consistent delivery across all clients
- Improved visibility for partners and managers
Why Fusion Accountants Chose Cinqd?
Fusion Accountants chose Cinqd to standardise delivery across teams while reducing admin. The platform gave them structure, automation, and full visibility without disrupting existing accounting processes.
