Unlocking Visibility & Control at Scale with Carey Group

Unlocking Visibility & Control at Scale with Carey Group

Carey Group + Cimplico

We’ve never had this level of visibility before. We can see where things are up to at a glance and reallocate quickly if someone is out.” 

Carey Group is a multi-location professional services firm with five offices across Queensland and a team of 100+ professional staff. With more than 70 years of history, the firm provides accounting, auditing, financial planning, bookkeeping, business advisory, and SMSF services to a broad client base. Their growth and reach make visibility, consistency, and collaboration across teams essential.

 

With multiple offices and teams, Carey Group needed a structured system to eliminate silos and improve oversight. Jobs often lived on desktops or in individual heads, making it hard to reallocate work if someone was unavailable. This created inefficiencies, slowed down reviews, and limited juniors’ ability to step into new responsibilities.

 

Carey Group implemented Cimplico Workpapers across all sites, creating one consistent framework for managing compliance work. Jobs now follow the same structure regardless of office or team, enabling visibility across the entire firm and supporting smooth collaboration. From this, Cimplico Workpapers has helped Carey Group unlock true visibility and control across its growing network of offices. The platform doesn’t just streamline compliance — it enables a scalable, collaborative way of working, positioning Carey Group for continued growth and excellence.




Reviews Are Faster and Easier to Track

With consistent documentation and a full history, reviewers no longer need to backtrack. They can see exactly what’s been done and move forward quickly.




Juniors are developing with more confidence

Structured layouts and embedded procedures give juniors the clarity to take ownership of jobs, reducing training overhead and accelerating development.




Work is reallocated without disruption

If someone is away, another team member can seamlessly pick up the job with full visibility of progress and next steps.




Firm-wide visibility across teams and locations

Dashboards, statuses, and centralised workpapers help partners and managers monitor progress across five offices and 100+ staff, ensuring consistency at scale.

“Juniors now only know Cimplico. Every job looks the same, and that’s a good thing.”

See the power of a cloud workpaper solution

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