For many accountants, using CaseWare for the preparation of Annual Financial Statements is not just a tool, but a lifelong professional companion. That much is true for Magda Dry, Financial Accountant at Independent Fiduciary Services. She says CaseWare Working Papers’ Enterprise edition has formed an integral part of her career.

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A fully independent South African advisory firm, Independent Fiduciary Services provides fiduciary, tax and company administrative services to private clients and SME businesses. “Our mission is to provide our clients with up-to-date, prudent and efficient estate advisory, tax and secretarial services. Our objective is to partner with our clients preferred independent financial advisors, thus providing objective and cost effective solutions for the efficient management of private estates and business ventures,” says Dry.

A large component of its ability to deliver on that mission is its use of the best available tools to support performance and efficiency. “As a result, since my audit days – and when the company started up – we immediately got CaseWare to help draft Annual Financial Statements,” says Dry – that’s because it is recognised as an essential guide for accurate, professional and complete statements.

A measurable performance boost

“In some instances, Annual Financial Statements can be prepared with CaseWare in 20 minutes or less for existing clients,” she confirms.

However, that doesn’t come at the cost of presentation or completeness: since CaseWare ensures compliance as every statutory requirement is fulfilled. “CaseWare does all that is needed at the click of a button,” Dry notes.

Not only do customers appreciate the presentation of the documents, but so do auditors; information is presented clearly and concisely, allowing for independent reviewers to very quickly pass their professional opinion.

A return on investment

As a long-term user of CaseWare Working Papers, Dry is clear on the value it adds for Independent Fiduciary Services. “Not only have we definitely seen an ongoing return on investment and a significant improvement in the professionalism of our documentation, but the software is such an integral component of how the company works that we will never use anything else to guide the preparation of Annual Financial Statements,” she says.

Challenge

Efficiency and performance are considered essential for Independent Fiduciary Services. To meet this goal, it makes use of the best available tools to support the work of its professionals.

Solution

Since the company’s inception, CaseWare Working Papers Enterprise has proven itself a reliable, high-performing software solution to guide the preparation of Annual Financial Statements.

Results

With the CaseWare solution Independent Fiduciary Services saves time and money, improves accuracy and delivers professionally prepared financial reports.

“In some instances, Annual Financial Statements can be prepared with CaseWare in 20 minutes or less for existing clients,”

Magda Dry

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