Case Studies
/
Marketing
Retail & Wholesale Business Case Study: How Retail & Wholesale Operations Built a Remote-Ready Finance System | IPR Accounting
Client: AWW — National Wholesale Retailer
Industry: Retail / Wholesale
Systems: MYOB → Xero Migration | eCommerce Platform| Receipt Bank
Summary
This case study shows how a retail and wholesale business transitioned from desktop-based, manual accounting to a remote-ready, cloud-integrated finance system. By adopting structured processes and cloud-based reporting tools, the business gained flexibility, efficiency, and reliable insight across multiple locations.
📊 Key Results
Cloud-based financial accessibility
Consistent reporting across teams
Reduced manual desktop dependencies
Preparation for future growth
The Challenge
Outdated desktop accounting and paper receipts
Missed supplier invoices and duplicate payments
Separate Payroll system with ADP
ATO penalties from delayed BAS lodgements
duplicated invoices processed due to human errors
Our Solution
Migrated MYOB data to Xero combine accounting and payroll system, automated payroll for 30+ staff, implemented real-time cashflow tracking, and give administration training by using Xero accounting software.
The Result
Cloud-based system with full visibility
consistent compliance
Elimination of overpayments and ATO penalties
Real-time insights for proactive decision-making
a scalable cloud-based system that supports growth without Director overload.
Wholesale accounting, Xero migration, payroll compliance, cash flow control
