Coleman Financial Group, a third-generation firm led by principal Darcy Coleman, uses Cimplico Workpapers to build its checklists and procedures directly into every job, giving Darcy the confidence that his firm’s standards are met consistently no matter who does the work. That reliability gives him peace of mind and the foundation to grow the practice without letting service standards slip.
Category Archives: Case Studies
Carey Group, a multi-location accounting and advisory firm with five offices and 100+ professional staff, implemented Cimplico Workpapers to unify compliance processes across its teams. The platform gave partners real-time visibility, streamlined reviews, and enabled juniors to develop faster with structured workflows. With full oversight across locations, Carey Group now works more collaboratively, reallocates seamlessly, and delivers consistent, scalable compliance at speed.
Exant Advisory brought visibility, efficiency & accountability to every job with Cimplico Workpapers, making collaboration easier by eliminating old-school Excel workpapers and utilising a truly cloud workpaper platform.
DFK Hirn Newey brought consistency and visibility to every job with Cimplico Workpapers, making collaboration easier and onboarding faster.
Clear, consistent workpapers gave juniors the confidence to work independently, speeding up training and reducing review time.
Black Cat Accounting, based in Brisbane and owned by Jacqui, specializes in efficient accounting services for startups, simplifying tax and business management processes.