As a professional accounting service provider, Shanghai Rende CPA Firm has always placed great importance on informatization. Through the「AceTeamwork Comprehensive Management Solution for CPA Firms」, the firm has achieved full-lifecycle digitalization and employee performance management for its「audit, tax, legal, management consulting」projects. This improves collaboration and communication efficiency among team members, reduces routine project statistics and accounting work, enhances the firm's overall project management and collaboration level, and lowers project costs.
1. Company Background
Shanghai Rende CPA Firm (hereinafter referred to as "Rende Firm") is the sole partner in mainland China of Rödl & Partner, a renowned international consulting group from Germany, and has ranked among China's Top 100 CPA firms for many consecutive years. It provides clients with a full range of professional services, including audit, tax consulting, legal consulting, corporate investment management consulting, and various financial outsourcing services.
Since its founding, the firm has gathered a large number of senior professional staff, expanded its client base, and delivered professional services to clients across various industries, earning consistent praise. Client numbers have grown steadily each year, and the firm's team size and business revenue have continued to expand and grow.
2. Solution
AceTeamwork, as a professional and mature project management system and solution provider, has developed the「Comprehensive Project Management System for CPA Firms」specifically for the「accounting, audit, tax, management and financial consulting industries」. Focused on project-centric management and integrated with employee, client, project, contract, OA office and finance functions, it enables full-process and full-lifecycle control of firm projects.
The「AceTeamwork project process control, refined cost accounting and project team performance evaluation」management solution includes the following functional modules:
Aligned with the operating characteristics of the tax firm industry, it establishes uniquely identified client information. Through creation and sharing, it enables accurate and objective analysis of clients, greatly reducing audit risk.
2)AcePlanner Project Management
Project scheduling: Quickly assign projects and date ranges to employees under each department via the project schedule, automatically generate project budgets, and combine with leave data to objectively and truthfully reflect the workload saturation of department members. It supports querying available resources and understanding how required resources are planned on other projects within a specific date range. It also supports pushing project scheduling information from the AceTeamwork system to third-party system calendars and reminders.
Through the AceTeamwork system, timesheet submission, expense reimbursement, project report management, etc. are completed online, enabling real-time budget comparison, cost control, and knowledge document sharing.
3)AceTimesheet Timesheet Management
Records and tracks employees' daily work content and hours spent on project and non-project activities. Through validated timesheets and content, it efficiently and cost-effectively collects the actual hours each member spends on different projects (regular hours, overtime hours, leave hours, etc.), enabling calculation of each project's labor cost.
4) AceExpense Expense Management
Calculates project revenue and costs by dimensions such as head office/branch/department/project, manages financial operations including invoicing and receipts/payments, and obtains real-time project/branch and department gross profit or net profit data, with support for integration with mainstream financial accounting systems.
5)AceOKR Performance Management
Combining multi-dimensional data such as project revenue, payments received, and input, it automatically calculates individual project performance and department performance according to rules, enabling project bonus allocation management.
6) AceFull Payroll Management
Supports payroll calculation with multiple templates. Using "AceTimeoff Leave Management & InALL Attendance Management" to automatically calculate employee attendance, combined with each employee's data in the "Performance Management" module, the system automatically calculates each employee's performance-based salary, freeing HR and payroll specialists from heavy workloads.
7) AceDocs Knowledge Base Management
Allows uploading and archiving deliverable documents based on projects and specific directory structures, and provides customizable security mechanisms to enable querying, previewing and sharing of project deliverables such as report files.
This solution not only resolves the management challenges faced by audit, tax planning and management consulting firms in areas such as "project process control, refined cost accounting and project team performance evaluation", but what "Rende Firm" values even more is that AceTeamwork has a professional implementation and service team, capable of helping enterprises successfully deploy this system and realize the positive effects of project management digitalization and informatization as early as possible.
Currently, AceTeamwork's「Comprehensive Management Solution for CPA Firms」is being followed and adopted by numerous clients in the accounting firm industry, and the「AceTeamwork Comprehensive Management Information System for CPA Firms」has been successfully deployed and applied in multiple accounting and tax firms, including: Pan-China Certified Public Accountants (Guangdong), Pan-China Certified Public Accountants (Hunan), Tianjin Ruihé Tax Firm, Shanghai Zhonghua CPA Firm, Shanghai Myizu CPA Firm, Shanghai Rende CPA Firm, Kaizheng Financial Consulting (Beijing) Co., Ltd., Mulan Yinghua Tax Firm, and other accounting and tax service companies...
AceTeamwork has always been committed to the R&D and promotion of enterprise management systems, and is also willing to make positive and effective contributions to advancing and accelerating the informatization of project management and digitalization of office systems for "professional service firms".
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