This issue we are delighted to speak to an office manager for a successful accounting franchise about his work with AdvanceTrack, including how its growth plans will be easier to implement
Q: Please tell us about your practice
A: I have worked with my practice for nearly eight years. We have four staff, 500 clients and are based in northern UK. We have grown steadily year-on-year.
Q: When did you start using AdvanceTrack, and why?
A: We had previously used another outsourcer, but it was time to change. We needed an alternative that could provide a great service level. We are using AdvanceTrack for accounts preparation.
Q: What impact has AdvanceTrack had on the running of your practice?
A: It has been a significant help to us. It has created a very systematised approach to transacting through AdvanceTrack’s portal, so even the small matter of an out-of-office will see the transaction details sent to another one of my staff.
Q: How are we better/different from other service providers?
A: In summary, I would say that it has been much easier to work with AdvanceTrack than our previous outsourcing provider. The information we receive back from you is in an easier-to-use, simpler and understandable format. And we would absolutely consider outsourcing other areas of our offering to you.
Q: What is the future for your practice? What are you looking to achieve, and how?
A: Technology is moving very fast – and we have Making Tax Digital around the corner. We need to be quick to respond to change and embrace technology – and that fits well working with AdvanceTrack. Tech is moving towards the cloud for keeping records, and then there is the enforced changes from HMRC to content with. I wouldn’t actually say that what our clients want is changing rapidly, although it is evolving. But both we and our clients want growth, and information presented to us all in an easy-to-use format.