Chased a client for the third time to sign off their accounts. Searched back through six months of emails to find an approval. Entered the same information in three different places. Paid for an eSign tool on top of everything else. Sound familiar? For most accountancy practices, admin wasn't just frustrating - it was quietly costing tens of thousands of pounds a year in time that couldn't be billed, and creating compliance risks many firms didn't even know were there.
Workiro and XU Magazine sat down to hear how Ben Symons at Serenity Accounts fixed this - reclaiming 400+ hours - and what it could mean for your practice. Now available on demand, this session showed how to get more done without taking on more staff, get through busy season without the chaos, and stop doing the same admin tasks twice.
What you'll learn:
• Why small, repeatable time savings compound into hundreds of hours a year, and exactly how to find them in your own practice
• How to build a defensible audit trail for every client approval, signature, and piece of correspondence - and a real story of what happens when a client disputes something
• Why using email and Excel on top of your accounting software created hidden costs, and why the fix was simpler and cheaper than most firms expected
• How one UK firm cut admin time by 40%, and what that could look like for your practice