7 steps to using Practice Management tools for a better Self-Assessment season

30th Sep 2021
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steps 22 to 29 - 7 steps to using practice management tools for a better self-assessment season


We’re back with another 7 steps on the journey to a better Self-Assessment season and this time we’re exploring how you can combine your amazing team with practice management tools to have a more enjoyable January.

We’ve got a massive 77 steps for you in the run-up to January – to make it easier to follow along you can drop us your email address here and we’ll send each new release directly to your inbox!

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Ready to take a look at how your practice strategy is key to an easier busy season?

22 – Get your clients in order…

Trust us, the right tools make a big difference when it comes to getting your client database in order.

The last thing you want in January is to discover that the information you hold on your clients is inaccurate or outdated.

Set aside a couple of hours this week to send out those update requests you’ve been putting off. Getting your house in order now will be so worth it!

Plus, it gives you a chance to remind your clients why you’re worth the money they pay.

23 - …and start new clients the right way

What does your onboarding plan look like for new clients?

Ask your team!

Tapping into their knowledge can reveal a wealth of information for your practice management plans and show pain points that have a simple solution.

One real-life example came to light recently during an onboarding call. During the call, our trainer asked how they tag or identify clients who routinely need a little extra support. The answer? They relied on their team members to remember!

Going forward, that practice will use BTCSoftware’s risk notes feature, which will allow management to easily spot clients who take up the most time.

24 – Talk is (not) cheap

It’s actually your most valuable tool!

Communication is at the heart of any business’ success. According to entrepreneur.com, practitioners in the Big Six accounting firms spend 80% of their time at work communicating.

Whether you’re catching up with clients or discussing strategy with colleagues, being able to easily collate and assess data is key.

Make use of integrations, notes and reminders to stay on top of your comms, and reap the rewards during busy periods when you’re not scrambling to access vital information.

25 – Account for your image

Your reputation is invaluable when it comes to your finances. Damage to your practice’s image means damage to your clients’ confidence in you.

Great practice management isn’t just about how your accountancy functions day-to-day. It’s also about how you handle compliance and security behind the scenes, the unglamorous task of fulfilling your obligations.

Take a look at tools that allow you to monitor and assess the way you work. Not only will you protect your reputation, you’ll also quickly see ways you can make work easier for your team.

26 –Work with workflows

If you’re not yet using workflows to manage your practice work throughout the year then it’s time to modernise.

Our partners over at Pixie are shaking up the workflow management system with a wealth of templates, and we can’t wait to reveal our plans with them over the coming months.

As Pixie CEO Celso puts it, “it's the difference between finishing early or having late evenings towards the end of January.”

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27 – Level up your team

Quick question: why did you hire your team?

We’ll bet you offered positions based on a combination of ability and personality so lean into their strengths both in the office and socially.

Plan ahead for January and consider gamifying the tax season to keep motivation and satisfaction high - which is really just a fancy way of saying “offer rewards because people love rewards!”

28 – Be the worst kept secret

The relentless march of time means we’re now just 4 months away from Self-Assessment deadline day. You’re reading this article, so we’ll take a guess that you’re doubling down on planning right now.

But don’t take your eyes off the future either. If you’re planning growth in 2022, get ahead by asking for those testimonials as part of your routine communication with clients. By including this in the run-up you should see better response rates than if you left it till February when – no offence – your clients probably don’t want to talk to you for a while.

Either direct them to your Google business page or use survey software to collect their thoughts for use at a later date.

Next time

Next time: 7 steps to combining skills and technology