ManageMe for Accounting Firms

A client-selection tool, built into your own onboarding process.

We all know what it is like to take on new clients as an Accounting firm. Heaven or hell.

Entrepreneurs often lack a basic understanding of accountancy, which leaves your firm with a disaster that often defies full recovery of the costs incurred in taking them on as a client.

That is why we have automated the process. It is not only a useful tool for your client’s business, but also for yours. You have all your clients on a standard methodology. It is online so the client does it when it suits them. You only check for anomalies.

The system addresses various common budgeting errors and operational issues such as annual price increase and increased operational costs.

Before you take on a new client, ask them to complete their business budget on ManageMe. This budgeting system simplifies the complete onboarding process. You no longer need to check their formulae. The system is pre-populated with the formulae and have been tested by a Chartered Accountant. ManageMe gently forces compliance.

Benefit 1. - A prospective client who is willing and able to sit down and produce a proper, full budget is telling you something real about how they run their business. It can be done in stages but is only valid when complete. Increased internal efficiency for your own staff reducing your own costs.

Benefit 2. - No longer checking client formulae and methodologies.

Benefit 3. - The methodology forces accuracy and our review research indicate the data is most often more accurate. This leads to more dependable financial insights for the client and often generates higher revenues and profits.

ManageMe methodology can be reviewed in more detail if you request further information.

This can also be a significant tool in your own client selection process.

Every accounting firm has taken on a client they later regretted. Mitigate your risk and choose the correct clients.

As an optional addition you can also invite the client to complete our research based Entrepreneurial Assessment. This Assessment highlights across all relevant criteria their own strengths and weaknesses. This is a risk mitigation tool for both your firm and the client and allows you to provide relevant guidance in the future.

Make ManageMe part of your loan evaluation process and your standard terms and conditions. Add Entrepreneur Assessment to your client selection process.