Join us for our webinar 28th March
5 x £50 gift will be chosen at random from the first 50 people who register.
5 x £50 fit will chose chosen at random from everyone who joins the full session.
Delivering a consistent and rapidly scalable bookkeeping service
With your team knowing the admin is taken care of, they can spend time adding value to your client's business.
- Completing the job in the same way every time delivers maximum efficiency
- Protecting your brand is easily achieved with a consistent client experience
- Maximising profit margins by monitoring and reporting on budgets
Automate client communications
We know you regularly send the same information repeatedly to your clients. We can automatically create and send emails to your clients.
- Automatically remind clients of items required
- Use templates to create a consistent client experience
- Monitor and report on exceptions, not the expected
Systemically create and rollover jobs
Never miss a deadline again. With a centralised location for all of your team to view “what’s next”.
- Have the status of Jobs automatically updated based on key milestones being met
- Simply see the state of any jobs to efficiently remove any blockers
- Rollover key data to eliminate manual and repetitive tasks
With this dedicated solution for rapidly scaling your bookkeeping services from FYI, we can be sure to notice efficiency gains quickly.
- Full automations written to simply fire up and away you go
- All templates for Word, Excel and Outlook provided as part of the bundle
- Full training and onboarding services available
Centralise all client interactions
Never miss a phone call, lose another email or spend minutes looking for a document.
- Automatically file all inbound emails from clients
- Centralised client view for full visibility
- Track all phone calls and meetings and directly assign tasks & comments from here