RfM Accountants Build Their IT Strategy for the Future

RfM is one of the North West’s leading firms of chartered accountants, employing over 60 staff, with its head office in Preston and a total of six offices throughout the region, as well as a presence in London. The firm offers a wide range of business advisory and accounting services, from end of year audits to tax advice and long-term financial planning. Orca has been RfM’s IT partner for many years and has supported the firm along its growth path.

As the practice has expanded, RfM realised they needed to upgrade the technology platform to support more flexible working practices and enable staff to work from different locations. With six offices spread around the region, fee earners often need to move around to other offices within the firm, or work at client sites or from home. The firm’s IT servers were nearing end of life and it was becoming evident that onsite servers were not the right solution for a growing accountancy practice.

As RfM partner Gillian Isibor observed: As technology has developed over the years, we needed a more modern, streamlined IT solution. A cloud-based hosted system was the obvious route, not only to support our current needs but also to give us a consistent and stable upgrade path for the future.

As RfM’s strategic technology partner, Orca has advised and guided RfM through the next phase of its IT strategy. Orca recommended that the firm move to a hosted desktop platform that will support the firm now and in the longer-term.

RfM uses standard business applications such as MS Office, IRIS, Sage and Xero, which are now hosted in the cloud to facilitate scalability as the firm grows, as well as better cross-practice collaboration. 

With the hosted desktop, the firm now has a uniform platform installed for all six  offices, so that no matter where a member of staff maybe working, they can log in to their usual desktop screen to access the same suite of products – this includes home and clients premises. Staff can hot-desk from any office and don’t need to carry a laptop to the office as all applications and files are stored in the cloud. The platform is scalable, so new staff can be added to the system without upfront costs, as this is all taken care of within the hosted desktop environment. System scalability means that new office acquisitions or office moves become easier and more streamlined.

Security is vitally important for RfM, so another benefit of hosted desktop is that data is stored offsite in Orca’s secure ISO27001-compliant data centre. As part of RfM’s data security strategy, Orca provides on-going cyber security consultancy and works with the firm to maintain best practice security processes.