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Data Driven Advisory on the Daily

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Kendons, an accounting and business advisory firm based in Christchurch, New Zealand, wanted to offer clients more proactive advice. Yet, time-consuming data checks and day to day compliance stood in their way.

Here’s how they used the Xavier HealthScoreⓡ, custom Xavier Flows and Practice Dashboard to clean up client data, standardise processes and start data-driven advisory conversation. Download the case study to find out how Kendons:

  • Grew advisory work to 50% of total work (from 40% in 2019)
  • Dedicated three staff members to advisory services
  • Enhanced efficiency with less time duplicating and rechecking work