"We make it about the client," smiles Dave Jessep, founder of
DJCA a ten person accounting firm based in Christchurch, New
Zealand. "Here at DJCA our clients are working with people who
understand their business, for us it as all about the client and
helping them grow their business."
DJCA is New Zealand's fastest growing Xero Gold Partner. "As our
business ramped up we quickly realised if we were to continue to
provide the same level of service our clients have grown accustomed
to, we needed to implement something to help us manage the
practice," explains Dave. "But the key thing for us was that the
practice was moving away from a traditional client time billing
model. We provide a monthly billing service to our clients that
includes various levels of service, at different price points. So
for us it was quickly becoming all about jobs and getting them
done."
"We looked around and the best solution we came across was
WorkflowMax. Although they also provide a traditional time billing
solution, the application is heavily focused on jobs and
throughput. Implementing WorkflowMax allowed us to move away from
the old model of managing our time. Now the whole team is focused
on getting jobs completed and billed. We no longer carry WIP
across into the next month. Everyone needs to get $x invoiced per
month, and in order to invoice, jobs need to be completed. The end
result is we are getting our work out the door quicker, which makes
the client happier, and we are invoicing more. It is a real
win-win."