Accounting Firm Finds Work-Life Balance with Cloud Accounting System

We spoke to Jason Wegis, one of the founding partners of Luttrell Wegis LLP, a highly specialized public accounting firm headquartered in Southern California. We learned how the integration of the Empire SUITE Time and Expense solution is saving his firm time and reducing headaches. More specifically, Empire SUITE is assisting Luttrell Wegis LLP with fostering one of their core values, a healthy work-life balance, in an industry that is typically focused primarily on billable hours. Mr. Wegis shared with us how he utilizes the Empire SUITE reporting functions to monitor the metrics vital to managing a highly-specialized firm where the accounting world intersects with the legal system.

Luttrell Wegis LLP operates in a fast-paced, responsiveness driven industry where a team size for a given case can range from 5 to 10 professionals. Deadlines are constant, requiring strategic planning throughout the year as opposed to just during tax season which many would assume is typical for an accounting practice.

Transparency

With a standard of being transparent, Luttrell Wegis LLP depends on Empire SUITE for real-time, accurate time tracking from any device, anywhere.

“Empire SUITE’s reporting allows me to monitor the metrics of my firm efficiently and effectively. Empire SUITE allows me to create billing codes by tasks, as well as provides employees with the ability to further describe what they’re doing in the notes section of the software. I can run reports, billings, to see when staff is at risk of being stretched too thin, assess whether to hire more employees and allocate resources to any given case right on the spot. Mostly, it saves me time and headaches and helps to ensure my staff has a quality of life inside and outside the workplace,” added Mr. Wegis.

Technology Decision

As Mr. Wegis was evaluating software packages to optimize client teams and track hours, he wanted to ensure it would be a solution that would grow with the incremental expansion in clients and employees. While initially Mr. Wegis considered the billing management software of his prior firm because of its familiarity, he ultimately selected Empire SUITE for its ease and flexibility to handle their time, billing and workforce collaboration needs. Mr. Wegis was pleased with how seamlessly Empire SUITE scaled from 3 to 30 employees.

Remote Teams

When asked about the impact of remote teams Mr. Wegis replied, “The world has been a mobile workplace for some time. While we didn’t anticipate a situation that would require us to work exclusively from home, we’ve been able to make the transition effortlessly and seamlessly. Our firm philosophy has always been to preserve our employees’ personal time with their families, and right now that’s a bit of a challenge, but we are fortunate to be able to work during these times when so many others are not.”

Luttrell Wegis LLP is a highly specialized public accounting firm headquartered in Irvine, California. The firm primarily focuses on forensic accounting and business valuation and serves clients throughout California and surrounding states. Founded by Mark Luttrell and Jason Wegis, their overriding goal is to provide clients with superior service. They’ve developed software tools and practice techniques that deliver a competitive advantage. They are proud of their outstanding team of professionals who share the company vision: To provide clients with superior forensic accounting and business valuation services. Luttrell Wegis LLP provides an outstanding work environment for their people and invest in their career success.

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