Category: Blog

Tax Technology Services

Hi, I am Jillian Jamison.  I founded Amphitrite Advisory, Inc. to elevate the lives of the personnel in corporate tax departments by creating automation tools and processes that free up time, increase accuracy and develop controls.

I am writing today to inform you about our implementation approach of income tax provision systems.  My teams and I can deliver an end-to-end solution at a fixed fee and in record time.

This is how we do it (a 5 step approach):

  1. Agile implementation through scrum project management with accelerators
    1. Agile
    2. Scrum
    3. Library tested accelerators at no additional charge, including Workpapers, Excel Add-In, RPA tools, and artificial intelligence.
  2. The design philosophy of automation and enhanced reporting – reduces manual entry to the point of elimination using tools like Workpapers, Excel Add-In, and robotics. We implement every aspect of the process, from uploading the trial balance to generating the income tax journal entry.  Most, if not all, of the build, is completed by the owners of the applications, such as your tax staff personnel.  Our deliverable philosophy is to create enhanced reporting that even the standard applications cannot create using visualization and analytics tools.  We push the systems to the max and go beyond what the system can generate.
  3. Real-time client onboarding and training
  4. Bundled services include: full replication, parallel, and go-live support
  5. Clearly defined client responsibilities and deliverables with open knowledge sharing. Once we complete an implementation project and create more accelerators, we will send them to you; you implement them yourself or call us to implement them for a small fee.

Our Philosophy:

  • Joint responsibility and accountability.
  • We do not take on many clients; the way we succeed is I personally immerse myself into the implementation and succeed one client at a time.
  • The way we differentiate ourselves is through personal service, attention to detail, and fixed fee. We will not do scope and change orders; everything is considered in scope as long as the engagement assumptions do not change.

I would love to connect with you if 1) you are a ONESOURCE Tax Provision user contemplating a new phase of automation, 2) you are a leader in the tax department re-thinking the processes of your tax department to move your team forward, or 3) you are dissatisfied with the status quo and are looking for a new point of view.

Accounting for Income Taxes: Tax Technology and Transformation

Many tax departments grapple with complex compliance and reporting requirements, complicated data manipulation, and manual processes that create risk. Adding to these challenges are limited resources with the capacity to help with strategic tax planning and a lack of collaboration with finance and other business functions. The result can be inefficiencies across the organization.

A tax reporting automation strategy helps tax departments take a closer look at their key assets, including people, processes, data, and technology. You’ll see tax from a new angle so you can redesign, redefine and redeploy tax to be a strategic asset across the enterprise.

Here is how we help:

  1. Tax Automation Consulting
  2. Tax Department Consulting
  3. RPA
  4. Reporting and Cnalytics

Let’s start a conversation. Contact us today!