Royce Peeling Green
Digital Transformation and Performance Management at a Traditional Accounting Practice
Accountancy & Finance
Accountancy & Finance
From Paper Chase to Cloud-Chic: A Transformative Journey for Cornwall’s Chartered Accountants
In today's fast-paced environment, even small firms need to reimagine their processes to thrive. This case study tells the story of a growing firm of Chartered Tax Advisers and Accountants from Truro, Cornwall, as they transformed their operations from cumbersome paper-based procedures to a streamlined, cloud-based system through a dedicated 10-month technology adoption accelerator programme.
Key Topic:
Strategic thinking about how technology can help deliver firm strategy
- The Goal
- With TiPS support, we expect to streamline operations, reducing software costs by £3,000–£5,000 and reclaiming £10,000–£12,000 in staff time annually.
the challenge
Partner perspective
Listen to Peter talk about his reason for assessing their technology maturity level, and how taking part in the TiPS Proof of Concept Adoption Accelerator programme helped him to see the 'bigger picture'.
Play video
Reflect
Peter said what began as a relatively modest ambition to further develop an in-house CRM system quickly evolved into something much more significant. Through engagement with external advisors and structured support, the firm was encouraged to “zoom out” and reconsider its long-term direction.
This is not simply a story of technology adoption, it is a case of mindset shift, strategic reframing, and capability building in a small professional service firm.
Take some time now to complete three reflective and one multiple-choice questions.
lessons learned
Now consider within your own organisation:
Partner Testimonials
The TiPS program was a turning point for our firm. It provided not just funding, but expert guidance that challenged how we think about technology and its role in our strategy. With TiPS, we transitioned from fragmented, disperate systems to an integrated, cloud-first approach. The support gave us clarity, confidence, and the tools to modernise—saving time, reducing stress, and enabling better client service. This was more than tech adoption; it was firm-wide transformation. The TIPS project has been an absolute joy. It's really helped our organisation move from one place to another
Peter MastersPSM/Tolvern
As a small firm we spend a lot of time working in the business and it can be difficult to take on complex and multifaceted projects outside of the normal workflow. By progressing a project with the support of TIPS we were able to carve out time to seek independent advise and run through a number of options to make sure we are moving towards a known destination without running down too many dead ends. The financial support has been invaluable allowing for a soft implementation phase to iron out system and human barriers to change.
David ReidPSM/Tolvern
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