Case Study: DFSM Consulting

DFSM Consulting were already using Xero but were looking for a multi-service firm that offered more than one service. Previously having these services managed by multiple parties, DFSM’s director, Samran Habib, was not impressed with the professionalism, thoroughness or diligence of these companies. He came across Carbon Group when searching for Xero platinum partners.

Problems

• Lack of confidence with having multiple parties looking after their business service needs.
• Increasing costs from the previous bookkeeper.
• Multiple business service providers meant a higher level of admin work.
• Not using Xero to its full potential.

Solutions

• Joined Carbon’s Accounting & Tax and Bookkeeping & CFO Services, reducing costs by 20%.
• Having integrated services reduced administration time by 35%.
• Clear and consistent communication between DFSM and Carbon Group.
• Provided further Xero training.

Wanting to continue managing their business in an integrated manner, DFSM later joined Carbon’s Finance & Lending and Insurance Brokers.

Carbon Services

• All-in-one Service
• Accounting & Tax
• Bookkeeping & CFO Services
• Xero Setup & Training
• Finance & Lending
• Insurance Brokers

Looking for a multi-service firm?

Join Carbon and rest easy knowing all your business needs are in good hands.