Wrike API Drives Innovation and Efficiency for Gheen & Co, CPA
Gheen & Co, CPA is a fast-growing certified public accounting firm based in Denver, Colorado. Since 2010, they have designed accounting solutions for medical professionals and high-net-worth business owners and coached them to adopt money-saving tax strategies.
The Gheen & Co, CPA team provides year-round accounting and coaching solutions for businesses earning $500,000 to $10 million in gross revenue. From bookkeeping and profit coaching to tax planning and payments, the two accounting teams within Gheen & Co, CPA take on a high volume of tasks every day.
Chief Operating Officer, Mark Tuggle, PhD, knew the team needed to onboard a system that would expedite everyday deliverables and increase workplace productivity. That system also needed to work with external clients, be compatible with operating systems already in place, effectively separate and protect private financial information, and allocate work during tax season. In 2018, the team turned to Wrike.
“We’re not like a tax-return shop. We’ve got hundreds of things to do outside of tax season. That’s why it was really critical for us to find a tool that can help us on the task management front,” says Tuggle.
Wrike blueprints solve productivity challenges with external clients
The firm needed a tool to help them create, structure, and track these unique plans for their different services. They found their solution in Wrike Blueprints. They use a blueprint as an annual gameplan for the two accounting teams to outline what’s expected and organize to-dos for each unique project. That way, when Gheen & Co, CPA onboards a new client, they can use the blueprint’s structure to log the client’s deliverables and immediately assign tasks to the accountants. Since deliverables are assigned and completed as blueprinted tasks in Wrike, external clients are not in the system as collaborators and the team can focus on internal success.
“The ease with which the accounting team can simply add in those one-os allows for them to quickly add tasks themselves to that client’s designated folder," Tuggle says.
Innovative integration with Microsoft power automate creates optimal workflow
Using what they liked about Blueprints and taking advantage of the Wrike Spaces API, Financial Analyst and Business Consultant, Cory LaPlante integrated Microsoft Power Automate into Wrike and created an automated assignment process for the team. Their process relies heavily on completing a Microsoft form so the integration with Automate just made sense.
When a new client comes on board and a team member fills out a Microsoft form with the client’s deliverables, the completion of that form leverages the Wrike API to trigger an automation process in Microsoft Power Automate. In this process, client information is saved, a new client folder is made, and deliverables and deadlines are assigned to the correct accountants, streamlining how the team handles high volumes of work. All team members must do is check their dashboards and complete their to-dos.
“Based on service level, the accounting team, and the assignee, there's a folder with all of the proper tasks and assignments laid out. The automation sequence just goes and pulls that the way we want it to. Before we had to manually create the folder and tasks from a blueprint,” LaPlante says. “The advantage now is that our people literally do nothing in Wrike to get those tasks created.”
Innovative integration continues with Zendesk
“It lets us quickly take work that somebody has emailed us about and create a task that we can set a due date for and not have to track all of our work in our email inboxes," LaPlante reveals.
Once projects are complete and task to-dos are checked off, Gheen & Co, CPA can accurately track how long the team has spent on a project with in-system time trackers. They developed a way to view the combined time spent on Zendesk and Wrike. Although the firm doesn’t tie billing to hours spent, this metric not only helps them see where time is spent but how much time is saved. This visibility motivates the team to work efficiently and prioritize the largest increments of time on highest-value client work.
Privacy & separation through Wrike Spaces
Proactive and productive with Wrike Resource
“Wrike took us from no visibility and educated guesswork to a clear picture of each staff person's workload and capacity during the busy season," LaPlante reports.
Throughout the year, the team tracks the amount of time each task takes in half-hour or greater increments in Wrike Resource. To prepare for the busy quarter, the team looks back at these time logs to plan and forecast upcoming work. From there, the accountants can plan how to tackle their workload with ease, which includes incorporating a metric that tracks when accountants exceed their 40-hour per workweek limit. With help from Wrike Resource, heavy workloads are distributed among team members, and tasks are completed efficiently.
“All of our staff accountants also do some bookkeeping. But what we were able to do was add a bookkeeper and move the bookkeeping over to create space for the staff accountants to do what only they can do, which is the tax planning piece. That’s how I anticipate using Wrike Resource allocation more," says Tuggle.