LinkHQ

It’s that thing you keep meaning to sort out. But…Nobody wants to be the person to sort out XPM. So it stays the way it is. Old jobs that should have been closed. Task names that mean the same thing but are written three different ways. WIP that someone needs to look into. You know it needs a tidy up. Your team knows it needs a tidy up. But there’s client work to do. And where would you start anyway? Some of the setup was done years ago. The person who understood it might not even work at your firm anymore. Since then, everyone has added their own little workarounds. It works. Sort of. But it's hard to hold your team accountable when the information you’re using is less than reliable. The problem is that finding the time is only half of it. You also need to know what to change, what to keep, and what those changes will affect. That’s where a fresh pair of experienced eyes can help. Reuben has spent 13 years working with over 600 XPM firms. Book an XPM review with him to look at how your firm is using XPM, identify what needs attention, and discuss how to improve it. The review is $500 AUD. In your session with Reuben you will cover: Job templates Job creation Internal jobs Work in progress Workflow Q&A By the end of the session, you’ll understand where your setup needs attention, what your WIP needs, and what to tackle first. You can keep working around the same problems, or you can take the first step towards sorting them out. Click Learn More to see what’s involved and book your review. PS - Reuben’s next available appointment may be a few weeks away. Book ahead if you want to get this sorted.

“We wanted a system which provided accurate, efficient and reliable WIP and recoverability reporting” says Brendan Podevin, director of HW One. He found Link. “Link offers a great solution that gives us all of the above, and more.” Onboarding was quick and easy. “Onboarding was very quick. The Link team supported us through the setup process and continues to provide excellent support and guidance.” Drilldowns to further investigate write-offs. “Team reporting has become easy and systemised. Link allows us to quickly drill down on write offs and provide more accurate job costing,” Write-offs were reduced. “Reduction in write offs and better team engagement were the main benefits, along with providing our team regular productivity reporting has led to better outcomes with team member recoverability and also informs our future goal setting.”

“Getting visibility was incredibly difficult” explains Phoebe Meares, Head of Operations at SMYD Accounting & Advisory. “It was a rigmarole of understanding which report showed us what we needed to know.” “There was a lot of effort required just to ensure we had the correct data, and then to get the true measurements we needed from that data took more time.” Then they found Link. “It was engineered so that the hard stuff was already done. You can get the visibility you need quickly and make impactful decisions in a fast-paced environment.” Reporting became easy. “Job management, employee KPI’s, my own performance and overall team performance become easy” Solutions for every problem. “I’m always really impressed with the knowledge and understanding the team from Link provides. They always have a solution to every problem I throw at them.”

“Before adopting Link, one of our main frustrations was that certain team members were regularly becoming overloaded, and it was difficult to get a clear view of workloads across the team.” Says Maria Livingstone, director of Bennetts Proactive. “Being able to track all jobs and team capacity in one place was a key factor in our decision to bring Link into the practice.” Workflow has given their team confidence in how work is progressing. “From a workflow management perspective, Link gives us confidence that we have visibility over how work is progressing across the team, which means we can respond early if priorities need to shift or additional support is required.” The support they receive is fast and helpful. “We feel well supported by the Link team. They are quick to respond to our queries and clarify any questions we have.” Visibility over their capacity allows them to respond quickly. “Link gives the team visibility over their capacity. This allows us to respond early if work is falling behind, priorities need to shift, or additional capacity becomes available.”

There’s a big problem in the accounting industry. Everyone has experienced it. From partners at the top, all the way down to graduates and junior team members. Workflow is just a big list of jobs, but it has no reference to the teams available capacity. Right? Just a big list with client names, job numbers and due dates. This is bad for you, and bad for your team. It’s bad for you because the team are allocated too much work, so they miss deadlines. It gets worse when clients start chasing. The next thing you know you’ve spent half a day putting out fires, and now you’re working late to catch up. It’s bad for your team because they become stressed. They know they are missing deadlines, but they can’t do anything about it. They take that stress home. They work overtime. On Sunday night, they dread going to work in the morning. One day, they resign. Perfect. Now you have to hire a new team member, while your best team member stands in trying to keep all the clients happy. They were already stressed, now they are overwhelmed. You can’t sleep, because you can’t afford to lose them too. All this pain is because your team is over capacity, but your system can’t show you this. You have no idea whether their list is achievable, and they know it’s not. What you need is live capacity that updates with every interaction. Not a separate system. That would just add more complexity. A you need practice management that has live capacity built into the workflow engine. Every timesheet. Every completed task. Every allocation. They all update capacity in real time. Deadlines don’t get missed. Team members don’t get stressed. Work moves effortlessly through the firm. Xero Practice Manager can’t do this for you. Neither can FYI or Karbon. This is because capacity is disconnected from the work. It’s an afterthought to the core product. That’s why accounting firms choose Link. Try our click-through demo. It takes just two minutes. No email required. No sales calls. Just you and the product, in your own time.

“The time to process the data, and lag between real-time data and the output” was what drove Daniel Izzo to explore other options for Klutch Advisory. Link quickly stood out. “Clean reporting, great support from the team and Link’s integration level with XPM was a big win.” The transition to Link was smooth and easy. "It was an awesome setup process, with great support provided by the Link team, who made themselves available at all stages,” A clear shift in performance. “Productivity reports across staff, clients and the firm's performance are now readily available, alongside the ability to track WIP is a huge win,” Daniul was able to develop staff incentives. “Link has given us the ability to accurately assess divisions across the business and measure profitability, which greatly assists us with pricing and developing staff incentives.”