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Client Stories

Medical Financial Group

"I've noticed a kick in the level of output and level of revenue"

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Medical Financial Group is an accounting and financial planning firm, based in Brisbane that provide financial planning, tax and accounting services to medical professionals. The firm has three partners, 25 team members and was first established in 2007.  

Matt Connor and the team at Medical Financial Group first approached Freshmethod in late 2019, having been introduced to Freshmethod by another accounting firm that had been a longstanding Freshmethod client.

Matt outlined what they wanted to achieve when they first spoke with our team at Freshmethod.

"Really, we just needed a bit of help. We didn't know what we didn't know and wanted to have some expertise to assist us in the technical areas to make things more efficient. 

Our previous IT guy who we had helping us really wasn't assisting, he wasn't really up-to-speed with what was involved with running a proper functioning, productive Cloud-based accounting firm.  

And we were just not getting anywhere. So we decided we needed to make a change."

After a comprehensive audit of Medical Financial Group’s setup Freshmethod identified that there were no radical changes required, only optimisations.  

Matt and the team were mostly working from the cloud but were having issues with linking up their document management system (FYI Docs) and practice management system (XPM) and emails (Office 365) so this optimisation formed a key component of the onboarding project.  

"For the onboarding, they did a review, identified what we were using, what things needed to change and then set about implementing those changes. 

We're using FYI Docs now, having transitioned from a MYOB AE platform, and we needed a bit of guidance on how documents need to go into the document management system, and also how to search for things. 

Other issues we wanted to fix were how that document management system was linked with our practice management system, our email and other things like that.  

It's a long, hard road when you trial and error everything yourself as opposed to having someone who knows the software to come in and just say, do it this way and it'll be a lot faster. That was really the difference." 

Once the cloud applications were fully optimized for efficiency the last piece of the puzzle to moving the firm 100% cloud was to migrate their legacy data from their server onto cloud storage.  

"One other area that the team assisted with was previously when our document manager transitioned, we had a problem whereby not all the data moved across to the new cloud system. So we had all our data tied up in a MYOB AE server-based document manager system, which we wanted moved as we were trying to get rid of the server. 

So, Rowan (Freshmethod’s Onboarding Technician) was able to problem-solve the issue and managed to transition all our MYOB AE data onto a SharePoint drive. So nothing's been lost, it's all on the Cloud. It's secure through the practice manager system and we can switch off our server. 

Before Freshmethod came along, that was one of the big issues we were trying to resolve. And we thought we were going to have to keep the server switched on for the next four to five years until all the documents in there were obsolete. 

So that was a fantastic coup for us in getting everything moved onto SharePoint, even things we didn't think could be moved onto SharePoint, and allowed us to transition to the cloud and fully shut down our server."

Since working with Freshmethod Matt has noticed productivity gains for him and his team, as any of their issues are troubleshooted and resolved, which allows for them to focus on client work, rather than investigating issues themselves. 

"A benefit of working with Freshmethod is having a functioning professional help desk that has a ticketing system. If we have a problem it is logged instantly, assessed with a level of priority, and then someone's there to help us straight away. This means we’re not having issues linger and left either half fixed or not even looked at, and we can move on quickly, as soon as the problem arises. 

The support team are very professional. They absolutely know what they're doing and quite clearly they can come in and fix things far faster than any of us can, trying to muddle through ourselves.  

So it's a no-brainer, if we have an issue that we're out of our depth with, we just place a support ticket and we know it's going to get resolved. 

I've noticed a kick in the level of output and level of revenue just when we're not spending several hours each week grappling with an IT issue that shouldn't be our problem."

If you want to know how Freshmethod can help you optimise your technology like we did with Matt and Medical Financial Group, click the button below to book a call with one of our consultants. 

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