Headline Statement
Jheelan Associates needed a comprehensive practice management software solution to streamline the automation of administrative tasks relating to new clients and chose MB Practice Manager that delivered immediate results.
Who are Jheelan Associates?
Based in Maldon in Essex, Jheelan Associates is a small accountancy practice with four staff and one director, Keeshun Jheelan. The firm started in 2004 and they currently have around 160 clients, 35 of which are Limited companies. The practice is growing year-on-year and average client size is approximately £50,000 GRF per annum.
Jheelan Associates & MB Practice Manager
Soon after Jheelan Associates started trading, they very quickly realised that the volume of administrative tasks they were required to complete was taking time away from focusing on fee-earning work. These tasks included the verification of client IDs, the preparation, delivery and return of letters of engagement and the preparation of 64-8 authorisation forms. As their client list grew, the firm realised they needed a comprehensive set of tools that would automate and update client details and monitor job deadlines. After reading an article about the benefits of MB Practice Manager in ACCAs In Practice magazine, Keeshun took the 30-day free trial and arranged for in-house staff training. It was immediately deemed that MB Practice Manager was superior to the options available in the market in terms of the licence fee, the fact that it met all the firm’s requirements and the individual modules were designed specifically for busy accountancy practices.
The MB Practice Manager Solution
With MB Practice Manager, Jheelan Associates have benefitted from streamlined appointment booking, simplified message management, document sharing and more efficient time management and billing processes. In addition, in the early months of the practice, Mr Jheelan found the ability to monitor the progress of projects at any time of day especially invaluable since he spent a good proportion of his time on Business Development and meeting clients.
The Results
MB Practice Manager has resulted in measurable increases in productivity and profitability for Jheelan Associates. As the firm takes on new clients, the initial administration which was so time-consuming can now be completed quickly and easily, as can the allocation and subsequent collaboration of new projects.
‘MB Practice Manager has cut administration costs without compromising the need to remain compliant. The software is very much the backbone of our practice’
Keeshun Jheelan, Director, Jheelan Associates