I'm a Chartered Accountant and have been running my own practice for over 20 years.
I'm still in practice, still learning and I push everything I learn back into onkho.
Delighting clients is my passion. I have a 99% client retention rate and even have clients coming back!
I'm your guide. Let me show you how I use onkho in my practice.
getting started
The 9AM Dashboard
The onkho dashboard is the control centre of my practice. I check it as soon as I get into the office. I've added widgets that focus on what's important to me:
The number of clients I have so I can focus on my growth target
Adhoc requests (or tasks) because they tell me what's important to my clients right now
Workflow is boring but it's ground zero for my service. I focus on services that need the most forward planning e.g. tax returns
getting ahead
Tracking. Monitoring. Automating.
My team and I use onkho all day to record and track what's happening with clients.
We add notes from calls and meetings
I allocatework to team members and plan when it should get done
My receptionists logs adhoc requests (or tasks) as they come in
We're saving timeand gradually becomingpaperless.
STAYING AHEAD
Making better decisions
At the end of the day, I set aside time to find problems and opportunities. I've created insights to focus on what's important to me:
I find opportunities to sell more services to existing clients
I track clients who are holding up work and give myself a job to call them the following day
I see where I'm at with my prospects and if there's anything I can do to move things along
Insights help me focus on what's important and prioritise my time to help me achieve my goals.
