Why the smallest accounts often take the most time (and how to stop this starting tomorrow)

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 directly reduces the workload on your support team. Kristel Smets of Stratevision.fin notes that clients finally understand where their numbers come from. They no longer have to rely on their accountant for every basic insight, which saves the firm a tremendous amount of time.

From starter to smart entrepreneur

Thanks to the real-time dashboards in Dexxter, your clients transform into financially literate entrepreneurs:

• Proactive planning: clients see their results and the taxes and social security contributions they owe in near real time. “I now know that I have to make an advance payment in April and can set aside money specifically for this purpose”, says Yannick.
• Outsourcing the ‘how-to’ questions: the learning center and the fiscal timeline handle the initial questions. Entrepreneurs can find instructional videos on topics like investments or VAT exemptions on their own, so you no longer have to act as an administrative help desk.
• Shared control: the accountant keeps an eye on things live in the background. This gives clients the “enormous comfort” of autonomy combined with fiscal security.

A healthy bottom line

When your clients are self-reliant, the operational pressure per account drops dramatically. Your account managers can breathe a little easier and focus on the discussions that really matter: the entrepreneur’s strategy and growth. This way, you create an environment in your accounting firm where growth and quality go hand in hand.

Do you want to give your sole proprietors more confidence while saving yourself time? See how it works in a demo with Maarten.