JFS TorbiTT AccounTAnTS - Inform Direct · Inform Direct, Clydesdale House, 1-5 Queen Street,...
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Inform Direct, Clydesdale House, 1-5 Queen Street, Ipswich, IP1 1SW T: 0844 409 9494 E: [email protected] www.informdirect.co.uk CASE STuDy JFS TORbiTT AccOUNTANTS Rapid growth – and a resulng large client porolio – accelerated the need for a north- east firm of accountants to idenfy and adopt soſtware to keep pace with demand and give added value to clients. Derrick Hutchinson and Jane Freeman established JFS Torbi Accountants ten years ago and found that the rapid expansion of their pracce sharpened the focus on automang key processes to ensure accuracy and maximise efficiency. With two offices – a head office in Birtley, County Durham and a satellite office in Blyth, Northumberland – and an expanding team of 18 people, JFS has a growing porolio of around 1,300 clients, across a range of sectors. The holisc business consultancy offered by the pracce comprises accountancy services including company secretarial compliance, business planning, taxaon, payroll and wealth management. Efficient management As Pracce Manager Derrick explains: “It became very clear that we could no longer rely on manual records for our company secretarial services. A spreadsheet would simply not do the job in terms of managing hundreds of clients efficiently and the login requirements for each company at Companies House were laborious. “I first came across Inform Direct when looking for a template for a stock transfer form and found something that not only pre-populated the form itself but also generated the required minutes, new share cerficate and wrote up the statutory books too. “I quickly registered and subscribed aſter seeing straightaway how useful the plaorm would be, with a comprehensive range of features and funcons that we might require for our clients’ individual needs. Superior system “The way the system has been set up means that it is hands down beer than any other of its kind. Everything is well laid out, with lots of shortcuts so we can change shareholder informaon and create new documents instantly. There’s also a great overview of all our 500 incorporated clients, where we can see deadlines – including accounts filing dates and confirmaon statements – at a glance. “One of the key benefits it has given us is reassurance that we are not missing any deadlines, as well as saving me and being accurate. Even for a standard confirmaon statement, we save ten minutes per client. The savings quickly add up for clients with addional transacons, especially when they’re more complex. Team support “It’s intuive, easy to use and the support team is fantasc. We have five people using it in the pracce who have trained each other, geng telephone help if needed. “As a pracce we have always sought technology that will help us and our clients. It’s interesng to reflect just how quickly we have progressed on the road to becoming a completely digital pracce, using a range of packages including Sage Business Cloud, Xero, Cashflow Manager, AutoEntry and of course Inform Direct to achieve this.” Well-designed company secretarial soſtware is essenal to manage large client porolio
Transcript of JFS TorbiTT AccounTAnTS - Inform Direct · Inform Direct, Clydesdale House, 1-5 Queen Street,...
Inform Direct, Clydesdale House, 1-5 Queen Street, Ipswich, IP1 1SW T: 0844 409 9494 E: [email protected]
CASE STuDy JFS TorbiTT AccounTAnTS
Rapid growth – and a resulting large clientportfolio – accelerated the need for a north-east firm of accountants to identify and adopt software to keep pace with demandand give added value to clients.
Derrick Hutchinson and Jane Freeman established JFS TorbittAccountants ten years ago and found that the rapid expansionof their practice sharpened the focus on automating keyprocesses to ensure accuracy and maximise efficiency.
With two offices – a head office in Birtley, County Durham and a satellite office in Blyth, Northumberland – and anexpanding team of 18 people, JFS has a growing portfolio ofaround 1,300 clients, across a range of sectors.
The holistic business consultancy offered by the practicecomprises accountancy services including company secretarialcompliance, business planning, taxation, payroll and wealthmanagement.
Efficient management
As Practice Manager Derrick explains: “It became very clearthat we could no longer rely on manual records for ourcompany secretarial services. A spreadsheet would simply notdo the job in terms of managing hundreds of clients efficientlyand the login requirements for each company at CompaniesHouse were laborious.
“I first came across Inform Direct when looking for a templatefor a stock transfer form and found something that not onlypre-populated the form itself but also generated the requiredminutes, new share certificate and wrote up the statutorybooks too.
“I quickly registered and subscribed after seeing straightawayhow useful the platform would be, with a comprehensive rangeof features and functions that we might require for our clients’individual needs.
Superior system
“The way the system has been set up means that it is handsdown better than any other of its kind. Everything is well laidout, with lots of shortcuts so we can change shareholderinformation and create new documents instantly. There’s alsoa great overview of all our 500 incorporated clients, where wecan see deadlines – including accounts filing dates andconfirmation statements – at a glance.
“One of the key benefits it has given us is reassurance that we are not missing any deadlines, as well as saving time andbeing accurate. Even for a standard confirmation statement,we save ten minutes per client. The savings quickly add up forclients with additional transactions, especially when they’remore complex.
Team support
“It’s intuitive, easy to use and the support team is fantastic. We have five people using it in the practice who have trainedeach other, getting telephone help if needed.
“As a practice we have always sought technology that will helpus and our clients. It’s interesting to reflect just how quickly wehave progressed on the road to becoming a completely digitalpractice, using a range of packages including Sage BusinessCloud, Xero, Cashflow Manager, AutoEntry and of courseInform Direct to achieve this.”
Well-designedcompany secretarialsoftware is essentialto manage largeclient portfolio
