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Startups and small sole proprietorships are often the most rewarding, but also the most time-consuming clients for an accounting firm. They’re bursting with ambition, but often get bogged down in administrative details. The result? A constant stream of ad-hoc calls about VAT deadlines, deductible expenses, and the dreaded Peppol invoicing.
The customer experience as your filter
Peace of mind starts with customers who understand what they’re doing. Yannick, a clinical orthopedagogue, says that bookkeeping used to feel chaotic. Since he started using Dexxter, things have changed: “I just use my phone to enter transactions once my clients have left. That’s all it takes. It’s really a piece of cake.”
For your accounting firm, this positive customer experience means a direct reduction in the workload for your support center.
Outsourcing the ‘how-to’ questions
Instead of having your account managers explain the same basics every quarter, the software takes over this educational task:
- Customized learning center: Entrepreneurs can find instructional videos in the online portal that are tailored to their specific situation. So, starters who are exempted from VAT won’t see confusing information about VAT declarations.
- Fiscal timeline: Automatic reminders ensure that sole proprietors proactively upload their figures. So you no longer have to call to ask where their latest invoices are.
- Shared control: Because the accountant is monitoring things in the background, the client feels secure. “It gives me confidence,” says Yannick.
A healthy bottom line
When your clients are self-reliant, the operational pressure per file drops drastically. Your account manager Marc can breathe easier and focus on giving advice that really matters. This way, you create a climate in your accounting firm where growth and quality go hand in hand, without your team getting overworked.
👉 Do you want to give your sole proprietors more confidence while saving yourself time? See how it works in a demo with Maarten.
