Improving Accuracy for a Tax & Accounting Firm

The Client Faced a Key Challenge

Basic staff couldn’t deliver more than 60% accuracy; partner wanted 80%+ readiness. This issue had been affecting their operations, making it difficult to achieve their performance benchmarks or client satisfaction goals.

Solution for the challenge

To address this, Olivetree stepped in with a tailored solution. We deployed experienced staff with peer review and internal QC. Our team approached the problem with a structured process, applying both domain expertise and practical workflow improvements. This included regular check-ins, documentation improvements, and smart delegation, ensuring all components of the solution were properly executed.

Outcome

As a result, High-quality files were delivered for final review, saving time and reducing errors. The outcome not only met the client’s expectations but also positioned them for sustainable growth. This case underscores Olivetree’s commitment to identifying the root cause of inefficiencies and resolving them with speed, precision, and a client-first mindset. Our team’s proactive communication and results-oriented focus played a significant role throughout the engagement. Our team’s proactive communication and results-oriented focus played a significant role throughout the engagement. Our team’s proactive communication and results-oriented focus played a significant role throughout the engagement. Our team’s proactive communication and results-oriented focus played a significant role throughout the engagement.