Member Since: 6th Oct 2009
2nd Jun 2019
Our automations and processes are in no way sterile, how did you pick up that from the article? We have loads of conversations with clients, new and existing, and focus on what the client wants and needs.
We also send bespoke emails to new clients, but it takes less than 5 minutes to create an engagement letter and quote to send with the email. Time well saved I'd say.
All our software and automations are designed to save us time, especially in mundane tasks, so that we have more time to spend with clients.
20th Mar 2015
Work life balance
Thank you Jessica. I agree it makes it much easier being online, so why am I still at the office on a Friday?
Have a great weekend :-)
19th Mar 2015
Happy to share
Thank you MC1 for your comments. Happy to provide more facts to put your mind at rest.
Turnover relates to invoiced fees, and reflect the growing client base. Work in progress is very low as we invoice monthly, and we work throughout the year on client data in Xero, so the year end compliance work is minimal.
How did I keep the costs down with "all the upheaval"? I think you may have missed the point. The solutions that I have implemented have made incredible time and cost savings across the business. The different softwares are all integrated, and some processes are automated. As an example, all monthly fees are automatically generated and sent out to clients by Xero while I'm sleeping, payments are collected and matched to invoices automatically using GoCardless and Directli. Quotes and letters of engagement are sent out using Practice Ignition, and once the client accepts, I have an audit trail, jobs created in Practice Manager, and invoices sent to Xero.
My business has been trading for just over 10 years, but as a sole trade up until 31 December 2013. We are therefore comparing the most recent years. I'd say the business has gone from OK to great, but there's always room for more improvement, I'm sure you'll agree?
Yes more time has been spent in the business, but only on implementing the new online solutions out of hours, which has been quite an enjoyable experience, to be honest.
And finally - all of our clients are equally as important, client satisfaction and good client relationships are our topmost priority, otherwise there would be no business. However a client on our platinum package is paying for perhaps a day or 2 of me each month, depending on what has been agreed, whereas a client on a bronze package is paying for one meeting per year, so it is only natural that I am going to spend more time with my gold or platinum clients. I think clients are happy with this, our packages are on our website for all to see, and our quotes are very clear as to what is included. We also go above and beyond for every client (feel free to have a look at our testimonials on the website).
I hope that satisfies your concerns.
19th Mar 2015
I think those fees might just be per month, not per year.
Per month, well spotted.