Integrated Sales & Project Management for CPA firm

Tailored Success: Mercury's Custom Solution for Unique CPA

TL;DR: Mercury Technology Solution successfully delivered a custom, four-module solution to Unique CPA, a Hong Kong-based accounting firm, in just two weeks. This solution enhances project management, billing, CRM, and expense claims, streamlining their operations.


Crafting Custom Solutions for Accounting Firms

At Mercury Technology Solution, we understand that each business has unique needs and challenges. That's why we're particularly excited about our recent collaboration with Unique CPA, a leading accounting firm in Hong Kong. We provided them with a bespoke solution designed to optimize efficiency and improve their service delivery.

The Four-Module Approach

Our solution for Unique CPA includes four meticulously crafted modules that address the core aspects of their operations:

  1. Project & Timesheet Module: Streamlines project management and time tracking, ensuring accurate billing and resource allocation.
  2. Subscription Module: Automates invoicing for recurring services, reducing administrative workload and improving cash flow.
  3. CRM Module: Facilitates effective client interaction by enabling targeted mail and notification follow-ups, enhancing customer engagement.
  4. Expense Claim Module: Allows seamless re-invoicing of expenses to clients, ensuring transparency and accuracy in financial transactions.

Rapid Deployment for Immediate Impact

We are proud to have completed the deployment of this comprehensive solution within just two weeks. This rapid turnaround underscores our commitment to delivering timely and effective solutions that meet our clients' needs.

At Mercury Technology Solution, we are passionate about helping businesses like Unique CPA harness the power of technology to achieve their goals. We look forward to continuing our journey of innovation and excellence in providing customized technological solutions.

Integrated Sales & Project Management for CPA firm
James Huang November 24, 2020
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