At Olive Tree Consultants, we specialize in delivering high-quality accounting and tax preparation services.
Improving Accuracy for a Tax & Accounting Firm The Client Faced a Key Challenge Basic staff couldn’t deliver more than 60% accuracy; partner wanted 80%+ readiness. This issue had been affecting their operations, making it difficult to achieve their performance benchmarks or client satisfaction goals. Solution for the challenge To [...]
Bookkeeper Working with Asana Dashboard The Client Faced a Key Challenge Tasks missed due to poor tracking in Asana. This issue had been affecting their operations, making it difficult to achieve their performance benchmarks or client satisfaction goals. Solution for the challenge To address this, Olivetree stepped in with a [...]
Chart of Accounts Cleanup The Client Faced a Key Challenge A new client’s file had duplicate ledgers and incorrect GST codes. This issue had been affecting their operations, making it difficult to achieve their performance benchmarks or client satisfaction goals. Solution for the challenge To address this, Olivetree stepped in [...]
Onboarding a Catch-Up BAS File The Client Faced a Key Challenge A bookkeeper needed help clearing 12 months of unreconciled BAS and bank transactions. This issue had been affecting their operations, making it difficult to achieve their performance benchmarks or client satisfaction goals. Solution for the challenge To address this, [...]
Supporting a Multi-Client Bookkeeping Firm The Client Faced a Key Challenge Difficulty in switching between multiple client files and prioritizing urgent work. This issue had been affecting their operations, making it difficult to achieve their performance benchmarks or client satisfaction goals. Solution for the challenge To address this, Olivetree stepped [...]
