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経理業務の効率化でコア業務への集中へ

税務顧問(経理効率化)
~経理業務の効率化でコア業務への集中へ~

年商:
10億円超(上場企業)
年代:
40代~50代
業種:
IT業

|アジア国際会計事務所に依頼してみての感想

Q.どんなことで困っていましたか?

経理の入退社が多く、採用・引継ぎ・教育のための時間的・金銭的コストが非常にかかっていました。
こうした経理のマンパワー不足が常に発生していたので、経理部⾧まで帳票入力をしている状況でした。

弊社ではタックスプランニングの戦略チームを作りたいと考えていましたので、経理のマンパワー不足は会社にとって大きな足かせになっていました。

Q.依頼いただいたきっかけを教えてください

大槻先生から営業電話をいただいたのがきっかけでした。
「経理を募集されているということは、経理にお悩みを抱えていませんか?私が担当すれば、その経理人員を削減することが出来ます。」とのお電話でした。

話してみると、経理に関する悩みを真剣に聞いてくれて、改善案がどこかにないか、真剣に頭をひねってくれました。
この人なら何かやってくれそうだと思い、また、金額も取引規模から考えてリーズナブルだったので、面談後にご依頼させていただくことになりました。 

Q.実際に依頼してみてどうでしたか?

結論から言えば、手順書が図解化・文書化されたことによって、誰でも作業が出来るようになりました。
これによって、引継ぎ・教育にかかる時間的なコストが減少し、無事にコア業務への集中、つまりタックスプランニングの戦略チームの構築まで至ることが出来ました。

大槻先生にはマニュアル作成時に、会計・税務制度を前提に置きつつも、実務運用上の負担まで考慮していただいたのも非常に嬉しかったです。

また何か経理関係のプロジェクトが発足した際には、是非お声がけさせていただきたいと思っております。

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