The challenge: accountants busy with files, not with clients
The firm managed each client on a separate Excel file, so the accountant spent time gathering data rather than analysing it. The monthly close per client took about five days, and correction requests recurred because of manual entry. At audit season, preparing the auditor’s file drained long hours per client. The result: the firm hit its capacity ceiling, and every new client meant a new hire.
- A separate Excel file per client with no unified data source.
- A slow monthly close taking five days per client.
- Recurring correction requests caused by manual entry.
- Preparing audit and value-added tax files consumed long hours.
The solution with Qoyod: every client clear in one platform
The firm adopted Qoyod for Accountants to manage all its clients from one place, where entries are recorded once and instantly reflected in reports and taxes. Four capabilities made the difference:
Daily and recurring journal-entry templates that shorten entry
Daily and recurring journal-entry (MJE) templates and cost centers cut repetitive entry, so the accountant spends time reviewing rather than re-typing.
Multiple entities, permissions, and an audit trail
The firm manages multiple entities from one account, with user permissions and an audit trail documenting every change, so work stays organised no matter how many clients are added.
Compliance reports and Authority-compliant invoices
Sales and purchases integrated with e-invoicing keep each client’s invoices compliant with Phase 1 and Phase 2, with compliance reports ready on demand.
Fixed assets, depreciation, and real-time data
The firm manages fixed assets and depreciation per client, and financial reports appear in real time, speeding up auditor-file preparation from hours to less.
Results in numbers: before and after Qoyod
“Qoyod made every client clear: the entries, the reports, the tax — without scattered Excel files.”
Managing Partner · Accounting firm
Why accounting firms specifically?
An accounting firm sells its accountants’ time before anything else. Every hour spent gathering Excel data is an hour that is not billed to the client and adds no value. When all clients’ data is unified in one platform with templates, permissions, and an audit trail, the accountant’s time shifts from manual entry to review and analysis. That is what raises the number of clients per accountant without new hires. That is why Qoyod’s impact on this firm was growth in capacity, not in headcount.