Avii Workspace Improves Data Integrity for Varney & Associates, CPAs, Elevating Data Consistency and Unveiling Robust Insights

With more than 60 years of accounting experience, Varney & Associates is committed to providing their clients with quality service, mutual trust, and integrity with confidentiality. Varney sought to uplevel their accounting technology and searched for ways to unify and maximize their data usage. In addition, they wanted to streamline their disconnected processes and create more effective workflows. Varney wanted to create a more unified experience for clients and practitioners in a unified portal and workspace.

Varney employees now trust their data and the tools used to query it. Their Avii Workspace toolbox offers live automations, including Avii Project Queue, a project management tool that provides team members with one place to advance their projects and stay up-to-date on what has been completed and what is next. Avii Project Queue also replaces static reports and searches across multiple software systems with a single, live visual dashboard that unifies status and data in customized visualizations for both clients and employees. Avii Project Queue querying and data sorting were key tools that Varney needed to enhance their data integrity. They also leverage dynamic automations that support their Lean Six Sigma Processes. Avii Workspace provides a more reliable project management tool, managing the workload for all teams and service lines.

“Setting up Avii Workspace competencies to get notifications when a project was in the queue was life-changing! No more excuses that staff forgot to check the queue. Our team experienced great success with turning on notifications and met our turnaround goals for all projects since it was activated!  – Tammy Bryant, Owner, CPA

Avii Workspace unified the Varney firm user experience by improving and increasing personal accountability. In addition, it significantly uplifted their client experiences with a unified portal + workspace. Varney is now able to create new projects with trusted data via Automated Rollovers, along with deliverables tracking to help establish specific due dates and meaningful prioritization.

Avii worked closely with Varney to identify data sources and opportunities to clean and correct their data. As a means to help streamline their operations, they reviewed Varney processes and incorporated them into Avii Automation configurations. Our focus was on prioritizing change management needs and establishing a plan to implement changes over time.

In terms of future expansion with Avii, Varney is looking closely at tools in the Financials module, including resource planning, timekeeping, custom reporting, and invoice management.

             

“Avii’s software has positively impacted the quality of our data and how we are able to leverage it for insights into our daily work. It also helped us streamline disconnected processes and become more effective and efficient as a firm.”

AMANDA VANKLEECK
Principal CPA, CNAP