Home For accounting professionals General accounting discussion
Current updates regarding coronavirus (Covid-19) and the precautions AAT are taking will be continually updated on the below page.

Please check this link for the latest updates:
We hope you are all safe and well and if you need us we will be here. 💚


What do other MIP's use to organise themselves?

stefanborostefanboro Well-KnownRegistered Posts: 187
Hi Guys,

How you all doing?

I would very much like to know - what do you use to organise your practice?

At the moment I've simply been using excel but frankly it's far too time consuming to update as my practice is growing.

I've had a look to see what's on the market but there doesn't appear to be anything like a time management programme aimed specifically at sole practitioner accountants.

Many thanks,

Stefan

Comments

  • JJH1969JJH1969 Feels At Home StaffordshireRegistered Posts: 110
    Hi Stefan
    I too use excel and outlook but I recently attended a CIMA MIP course and colleagues there recommended 'Workflow Max'. I looked on their website this morning and they offer a free 14 day trial. Congratulations on the growth of your business!
  • T.C.T.C. Experienced Mentor Registered, Tutor Posts: 1,448
    MIP and tutor, plus other self-employment - I use 3 manual diaries and a google calendar. A bit OCD with my organisation!
  • burgburg Experienced Mentor GloucesterModerator, FMAAT, AAT Licensed Accountant Posts: 1,441
    I use an Excel Spreadsheet with conditional formation, lots of if formulas and various macros assigned to buttons to look up where work is at a specific stage, what deadlines are becoming due, and when the next year ends are for requesting work.

    I too could not find anything that did what I wanted. My spreadsheet deals with normal SA deadlines, Ltd Co deadlines including that dreaded first year deadline.
    Regards,

    Burg
  • stefanborostefanboro Well-Known Registered Posts: 187
    Thanks for the responses guys - much appreciated.

    I'm very OCD with this too - but the danger is that you forget to log something and then don't file something small but crucial like an AR01 which I am ashamed to say I have done once! (I did compensate the client and nothing more was said but I obviously value my reputation). I feel like I spend far too much time organizing my to do list every week - there's a massive gap in the market for affordable client management software aimed specifically at the smaller UK accountancy practice although I will check out that bit of software mentioned.

    Cheers,

    Stefan
    www.fortisaccountancy.co.uk
  • MonsoonMonsoon Font Of All Knowledge FMAAT, AAT Licensed Accountant Posts: 4,071
    Capsule CRM. I love it.
  • DeanDean Experienced Mentor DevonRegistered Posts: 646
    Monsoon wrote: »
    Capsule CRM. I love it.

    I couldn't get on with this. I don't think I've really given it enough time to be honest. How do you use it?

    Regards

    Dean
  • DeanDean Experienced Mentor DevonRegistered Posts: 646
    burg wrote: »
    I use an Excel Spreadsheet with conditional formation, lots of if formulas and various macros assigned to buttons to look up where work is at a specific stage, what deadlines are becoming due, and when the next year ends are for requesting work.

    I too could not find anything that did what I wanted. My spreadsheet deals with normal SA deadlines, Ltd Co deadlines including that dreaded first year deadline.

    I'd like this sort of spreadsheet set up for fixed fees. I've been looking at AVNs programmes and I'm sure a clever excel bod could produce something similar.

    Regards

    Dean
  • burgburg Experienced Mentor GloucesterModerator, FMAAT, AAT Licensed Accountant Posts: 1,441
    I do also have one for quoting as well which again is based on various scenarios.
    Dean wrote: »
    I'd like this sort of spreadsheet set up for fixed fees. I've been looking at AVNs programmes and I'm sure a clever excel bod could produce something similar.

    Regards

    Dean
    Regards,

    Burg
  • DeanDean Experienced Mentor DevonRegistered Posts: 646
    burg wrote: »
    I do also have one for quoting as well which again is based on various scenarios.

    Interesting!

    Any chance of a peek?

    Regards

    Dean
  • burgburg Experienced Mentor GloucesterModerator, FMAAT, AAT Licensed Accountant Posts: 1,441
    Dean wrote: »
    Interesting!

    Any chance of a peek?

    Regards

    Dean

    Yeah no problem Dean.

    Don't want to send though as it has client data but happy to show you via remote demo.

    I've sent you a pm
    Regards,

    Burg
Sign In or Register to comment.