Tasks and workflow
Without time records, fees are set by guesswork and the jobs that quietly take three times as long as expected are never spotted. Staff capacity planning is based on feel rather than evidence.
Without time records, fees are set by guesswork and the jobs that quietly take three times as long as expected are never spotted. Staff capacity planning is based on feel rather than evidence.
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.
Time recording, estimated time allocation
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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.
“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“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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