“The peace of mind Cimplico has given me — alongside optimising our workflows and speeding up the firm’s work — makes it one of the biggest assets in my practice right now.”

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A third-generation firm

Darcy Coleman is a third-generation accountant. The firm his family built more than 20 years ago is now his to lead, and as principal he’s sharpened its focus — servicing primarily business clients with their compliance work.

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Standards applied to every job

Darcy has always been focused on systems and processes. As the firm has grown and more of the work has passed to his team, he wanted a way to make sure the firm’s standards held on every job, regardless of who was doing it.

That’s where Cimplico Workpapers came in. The checklists and procedures Darcy relies on are built into every single job, so the steps that matter are there by default and nothing slips through.

Rather than a procedure sitting in a document somewhere that everyone is trusted to follow, the process is part of the workpaper itself. Whether it’s the checks for a quarterly BAS or the year-end procedures for the accounts, everything is customised to his firm and accounted for.

“Being able to systemise and have checklists really does let me sleep at night knowing the work is going to be done the right way.”

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Certainty for a compliance-heavy firm

For a compliance-heavy firm, that certainty is the point. “It allows me to leave no stone unturned,” Darcy said. The work is laid out clearly, done consistently, and visible — not buried in a spreadsheet or a PDF. Every job follows the same structure, so whoever picks it up knows exactly what needs to happen.

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Room to grow, the right way

That reliability is also what lets Darcy think about the future with confidence. He plans to grow the firm, but on his terms.

“We definitely do plan to grow, but grow properly,” he said — expanding without ever letting the standard of service slip for the clients already there. He sees Cimplico Workpapers as the tool that makes that possible.

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Real firms, real results

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