Building Trust Through Technology Enhancing Client Communication with E2E Approaches

Upon an initial review, several key challenges were identified::

1. The client needed help with the accuracy and timely updating of bookkeeping records.
2. The finance function required too much of the client’s attention, preventing them from dedicating time to core business activities and customer service.
3. No standard operating procedures (SOPs) or notes were in place with end clients, leading to frequent bookkeeping errors and inconsistencies.
4. Critical balance sheets ledgers, such as loans, Director Loan Accounts (DLA), intercompany balances, and credit cards, needed to be reconciled regularly, further complicating financial oversight.

Several obstacles arose during the implementation process, but E2E Accounting employed proactive measures to overcome them:

1. Educated the client on how processes would work moving forward, ensuring they understood the new workflow.
2. Established weekly catch-up calls to discuss ongoing issues, necessary improvements, and process updates.
3. Automated as many processes as possible to enhance efficiency and reduce manual errors.
4. Monitored weekly and monthly deadlines to ensure that all deliverables were completed on time.