A twelve-partner firm in Leeds put one bookkeeping cycle on Autopilot, then eleven more. Eighteen months later nobody there reconciles a bank feed by hand.
Client numbers had grown by a third in two years without a matching rise in headcount. Reconciliation and sales tax prep were absorbing most of the junior week, and the advisory work the partners had sold was being done in evenings.
They started with bank reconciliation on five clients and refused to add a second cycle until it ran unattended. Their practice manager spent two hours a week on it for two weeks; corrections went in the thread as they came up.
Reconciliation, sales tax, month-end packages and client chasing all run on schedule with a single approval queue. Two juniors moved onto advisory work, and the firm took on 40 more clients without hiring for the back office.
“I stopped checking every run at about week six. Not because I was told to — because I had read forty traces and they were all right.”
Bring one cycle and five clients. We will show you where the hours are before you commit to anything.
Book a working session