Take yourself out of the practice to work on other projects or even pursue your passions!
I am a tech fanatic when it comes to business. I made the ambitious goal to have Cheltenham Tax Accountants run without me within 5 years of starting the business on a full-time basis. I am proud to say this goal has been met with only 10% of my time (at most) relating to day to day client related work that ‘has’ to be done, in other words, the ‘daily grind’.
I’m sure that as an accountant yourself working in your own business (I stress ‘In’ as opposed to ‘on’) this set up feels like a lifetime away for you. The truth is that it does not have to be that way. There is a structure, system, process (or whatever you would like to label it) to achieving this holly grail of any business owner let alone an accountancy business.
There are several reasons why I was able to do this, some of them you will be able to relate to and some of them you may not of even considered! However, one of the most important factors was my use of tech in the business. The staff have had a few complaints with ‘not another new app’ etc but ultimately this was to the benefits of the business and in the name of ‘Business Automation’. This is why I am here and why I know I can help you. The app stack that I have allows the process of a new client enquiry, to reviewing whether they qualify for a free meeting, sending them an email to offer a free meeting, booking it in the diary, sending a reminder with a personalised video 48 and 24 hours prior, sending the staff member a meeting notes form to complete, following up with the prospect all without ANY HUMAN INTERACTION. This is what business automation us about. Even the proposal and engagement letter can be completed and signed within minutes digitally.
How I can help
I offer two ways of working with accountants, a consultancy arrangement where I review your set up, processes and ‘tech stack’ to offer insights into how you can improve everything. Or alternatively I offer a complete implementation solution where I work with you to firstly assess where you are at the moment, where you want to be (with my advice on what is possible) and finally how to get there. I the implement the solution and any tech (generally online software) that is required to make this a reality.
Please email me direct to find out more regarding use cases and pricing. We can then arrange a chat to discuss your business and exact needs.