Propeller Advisory

About Propeller Advisory

Propeller Advisory is a boutique accounting firm serving clients across Australia, with offices in the Gold Coast, Sydney and Melbourne. The firm was founded by chartered accountant Katie Bryan in 2016.

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Katie didn’t always plan to start her own accounting firm, but after working across a wide range of practices, she saw a gap.

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“Cloud-based accounting had arrived, but most firms were still using paper,” Katie said.

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Her vision was to build a firm that embraced best tools available, not just the ones accountants had always used. Since launching, Propeller Advisory has grown to a team of 13 across two countries, and continues to break the mold with a strong focus on digital-first operations and customer-centric values.

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Problem

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As Propeller Advisory expanded and embraced remote work, their phone system just couldn’t keep up with how they work.

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“We’ve used so many phone systems over the years and kept running into the same issues,” Katie shared.

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The key challenges included:

• Missed details: No reliable way to track or record client calls, which meant important information could easily be lost.
• Blurry boundaries: Staff were using personal phone numbers for work calls, making it hard to disconnect.
• Wasted time: The team was spending hours chasing down contact details across emails and notes.

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Solution

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When Propeller Advisory switched to VXT, they found a phone system built for how modern accounting firms operate.

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With VXT’s deep integration with Karbon, Propeller Advisory’s practice management system, the team saw:

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• Reduced risk of disputes: Calls can be automatically recorded, transcribed, and saved against the correct work item and contact in Karbon, reducing the risk of missed details or client disputes.
• Better work-life balance: Accountants have dedicated work numbers in the VXT mobile app, keeping business and personal calls separate. When an Accountant wants to make a work call, they can do so via their work number in the VXT mobile app. At the end of the work day, they can log off and not be disturbed by work calls.
• Instant access to client details: Contact syncing pulls all Karbon client details directly into VXT, eliminating the need to search emails or notes for phone numbers.
• Improved client service: With call notes saved in one place alongside each job and contact, the Propellor Advisory team can deliver consistent, accurate, and personal communication.

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By removing call-related paperwork, improving record-keeping, and helping staff set healthy boundaries, VXT has become a core part of Propeller Advisory’s workflow.

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The result is a more efficient, organized, and client-focused firm that still delivers the warmth and personal connection their clients expect.

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"VXT solved so many problems for us,” Katie says.

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“It lets us deliver that personal touch to our clients while also helping us set healthy boundaries.”