The Problem

For several years, Polar had three staff members who were responsible for bookkeeping and financials, among other duties. “It was overkill – way more than we needed,” says Gupta.

The Solution

Polar turned to Scalability to handle its bookkeeping service. The firm went from three people working on financials to zero.

Scalability shifted Polar from desktop accounting software to the cloud-based accounting package Xero. “Scalability helped set up Xero as our accounting software and it’s been very helpful, effective and efficient,” Gupta says. “The Scalability team is well versed in the tools and we have started to improve our reporting processes thanks to it.”

Rustin Smith of Scalability provides sage advice to help Polar navigate business complexities. At the same time, he is clear in his communication about areas where he does not have expertise. Polar must deal with tax authorities in the United States, UK, Australia and Canada – and the firm counts on external experts to help. “Rustin stays in his lane, which I appreciate,” Gupta says.