Connect with Jenny
How on earth, as a firm of accountants, do you manage the ever-increasing workload - thanks to new clients, extra work from existing clients and the fact that it's really tough to recruit more good people into your firm?
And it seems to be getting harder, doesn't it?
In this podcast discussion with Jenny Cessini of Davis Grant in Ilford (a five partner firm with 40 people in their organisation), you'll hear Jenny describe, in granular detail, how their weekly workflow process helps to marry up and balance the weekly expectations of their clients and new prospective clients too.
Jenny describes the weekly processes they use to balance the workload amongst the team, get team buy-in so that they're better at delivering on the targets they have set every week and achieve the customer care that they're clearly so passionate about.
So why not please join me and Jenny on this Humanise The Numbers podcast, and hear how it's possible to balance, blend and achieve the two things that really matter - a fully engaged team and a delighted client bank.
I hope you enjoy the podcast as much as I did.
1. Jenny Cessini of @davisgrantltd talking with @shrimpers in granular detail about how their accounts production workflow is working and what they've done to transform it. https://humanisethenumbers.online/episode-32-jenny-cessini-of-davis-grant/
ii)How can busy client managers and accountants get control of their time and still leave room for the unexpected jobs that crop up every week? Listen in at 17m21s https://humanisethenumbers.online/episode-32-jenny-cessini-of-davis-grant/
iii) You know your firm's core values - maybe because you've been there a long time and they just are what they are - but what about the new team members. Do they know them - how are they showing up week to week? Listen in at 35m 56s to hear how this can work...
iv) 10 minutes a week vs an hour a month on client accounts - how do you distribute chargeable time across the weeks and months in your firm? Listen in from 6m 21s to hear a new perspective on this... https://humanisethenumbers.online/episode-32-jenny-cessini-of-davis-grant/
1.Here's Paul Shrimpling sharing the review of his conversation with Jenny Cessini of Davis Grant Accountants in Ilford. #humanisethenumbers
(embed this video) https://vimeo.com/637471197
3. Meeting logistics - how do you manage a regular weekly meeting with a team of upwards of 20 people. How do you keep it short and sweet and to the point but meaningful and of value to your team. In this brilliant Humanise The Numbers podcast with Jenny Cessini of Davis Grant you'll hear her share the impact of making a single change to their weekly meetings and the value it's brought to their business. It's also brought the team closer together, provided a regular opportunity to praise, recognise and support their team and brought a new level of client awareness too. I recommend you listen to this entire podcast as there are many insights and brilliant examples of an accountancy firm walking the walk not just talking the talk. But if the meeting element is of particular interest to you, you can get to it at 27mins 44s.
I'd love to hear your experiences of the impact of changing meeting structure, timing and frequency. Comment below or send an inmail to reach me.
4. In this in depth discussion Jenny Cessini shares how client attitudes and expectations have changed around the regular reporting that cloud based accounting and tech has brought to their businesses. She describes how Davis Grant are adapting to this and changing the way they are interacting with their clients in an advisory capacity. Jenny acknowledges the challenges of this and also explains the benefits of working in this way.
Here is a soundbite video of the interview with Jenny Cessini