VKCA: Driving Digital Transformation in a Chartered Accountancy Firm

Authors

  • ANUSHKA DEB ROY MBA Student Author
  • Dr. Mansi Kukreja Professor Author

DOI:

https://doi.org/10.5281/zenodo.17719310

Keywords:

CRM, Upskilling, Cloud Accounting, Compliance Automation, GST, Chartered Accountancy

Abstract

Vinay & Keshava LLP (VKCA) is a multi-city Chartered Accountancy and advisory firm serving SMEs, corporates, and cross-border clients. Internship observations revealed reliance on manual onboarding, document handling, and reconciliations that extended GST and income tax return cycles. Manual processes increased error exposure and reduced client engagement, while client relationship management visibility was limited. This case diagnoses flat growth and extended turnaround times, proposing a digital transformation roadmap integrating compliance automation, cloud accounting platforms, CRM systems, and staff upskilling. It incorporates regulatory and industry guidance emphasizing digitization, data security, and auditability as foundations for scalable, trusted services. Governance artifacts and metrics translate technology adoption into cycle-time compression, improved accuracy, and enhanced client retention. Assumptions and limitations regarding data quality and implementation fidelity are noted.

Author Biographies

  • ANUSHKA DEB ROY, MBA Student

    Faculty of Management Studies, CMS Business School, JAIN (Deemed-to-be University) Bangalore, India.

  • Dr. Mansi Kukreja, Professor

    Professor, Faculty of Management Studies, CMS Business School, JAIN (Deemed-to-be University) Bangalore, India. Email: 

Downloads

Published

2025-12-06

How to Cite

VKCA: Driving Digital Transformation in a Chartered Accountancy Firm. (2025). International Academic Research Journal of Economics and Finance, 8(1), 24-26. https://doi.org/10.5281/zenodo.17719310