Team and capacity
Salary is the largest cost in most practices, yet many firms have no reliable view of how each person's time is spent across services and clients.
Salary is the largest cost in most practices, yet many firms have no reliable view of how each person's time is spent across services and clients.
It is rarely a people problem. It is usually a process that grew up informally while the firm was small and never moved into a shared system.
Employee reporting, service time analysis
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Time is the main cost in every accounting firm. Without recorded time you are guessing whether a fixed fee is profitable, whether a client is taking more work than agreed, or whether a team member is overloaded.
Comparing recorded time with the fee for a year-end, VAT return or payroll run shows which clients and services are under-priced before renewal.
When time on a client keeps rising, you can raise it with the client or send an updated proposal rather than absorbing the cost.
Estimated time against actual time tells managers how much work a person can really take in a busy January or accounts season.
Time linked to tasks and clients gives an objective view of workload, rather than relying on who seems busiest.
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
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“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
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