Customer stories
Six firms on what changed when the work moved into AccountKit.
Each story names the firm, the person and the tools they switched on, and uses their own numbers. Find the one that sounds most like your practice.
From a sole practitioner to a team of around 25 ★★★★★ 80+ five-star reviews on the Xero App Store FY25 NZ Xero Practice App of the Year
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Filter by the size of the firm or the tool you’re weighing up.
Scope Accounting stopped jobs stalling and caught up on its lodgements.
A Bayside Brisbane team of 14 moved its workflow out of Excel and tracks its lodgements against previous years.
Chris Wheatley, Founder
- Division 7A
- Equipment finance
- Client maps
- Workflow
- Document management
- Lodgement statistics
Pilkadaris Advisory cut amortisation from hours in Excel to minutes.
A boutique virtual-CFO firm sets up an amortisation schedule in a couple of minutes, and AccountKit posts it every month.
Stan Pilkadaris, Founder
- Amortisation
- Equipment finance
- Division 7A
- Franking account
- Inter-entity loans
- Client maps
Wheelhouse Advisory turned firm-wide visibility into more hires and higher fees.
A team of around 25 swapped one spreadsheet per person for one overview, then hired three to four more staff.
Alycia Stanton, Client Services Manager
- Workflow
- Inter-entity loans
- Division 7A
Black Cat Accounting stays a one-person firm by letting the software do the work.
A sole practitioner turned hours of inter-entity matching into one button, and her recurring jobs now create themselves.
Jacqui Trumper, Sole practitioner
- Workflow
- Inter-entity loans
- Equipment finance
- Document management
For the Books keeps client accounts accurate and saves hours a month.
A bookkeeping practice saves two to three hours a month on one complex client and keeps accrual bookkeeping economic.
Michelle Irwin, Owner and registered BAS agent
- Inter-entity loans
- Equipment finance
- Amortisation
- Workflow
- Document management
Keystone Advisory & Tax cut the rework out of Division 7A and simplified its stack.
A Surry Hills team of 12 moved its app stack across after a two-year trial, starting with the Division 7A calculator.
Kat Abrahams, Owner
- Division 7A
- Inter-entity loans
- Workflow
- Document management
- Client maps
Your practice is next
See how your firm’s week looks with the work in one place.
Start a 14-day trial with your own client list, or book a demo and we’ll walk you through the tools these firms use.
