Whether you’re a tax professional, financial advisor or public accountant, you share the same pain when it comes to managing your time.
Far too often we just associate time with money - but time is much more than that.
Saving time means being able to spend special moments with family and friends. It means having the most reputable team in the industry, and it means holding your happy employees accountable for their quality (and quantity) of work - for even happier clients.
The financial benefits are obvious, but here are some more perks to tracking time automatically and working collaboratively.
Having the best team means keeping everyone in the loop on daily tasks and client communication. Equip your team with a service operations platform that will give them the visibility they need to better collaborate and work faster. This way, no one is ever left in the dark or seen to be ‘weighing the team down’ (and if they are, you can check their availability in your shared Calendar and allocate tasks accordingly).
Tracking time in a platform that also integrates with your invoicing system means you can pay your accountants faster, and for every billable hour - giving them more time and motivation to focus on the work they want to do.
If you’re collaborating on client work over email or a chat platform, it’s important to note that this might affect the quality of your output - let me explain. It creates a divide between where actual work is being done and where communication regarding that work is being had. With service operations automation, you can communicate and collaborate freely within the platform you’re working on so that everything stays streamlined in one shared space.
You can also conduct your billing directly from the same centralized hub - offering a quick and easy payment alternative to your clients that traditional accounting firms simply don't have.
With enthusiastic employees, happier clients and a mounting reputation, you can now focus on growing your firm - and with service operations automation, you’ll finally have the time to do this.
When you start to experience growing pains and can’t meet a certain deadline anymore, don’t stress. Just use your smart platform to easily Assign or Split a Task with another team member so you can stay focussed on building your business.
