“I didn’t want to be the kind of accountant that only sees their clients once a year. I wanted to be a hands-on accountant, but with all the benefits of having great systems and tech behind us. I didn’t want to create a business that was totally reliant on people – I wanted to create a business that relied on systems, with the human element coming in where it’s needed! Having things automated means we can save time, get strategic and go deep with our clients. We’ve used Senta and GoProposal right from the start of the business. There was no tracking of clients and engagements in Excel spreadsheets – we started with Senta, and with my background in financial modelling and system implementations, I knew what I needed Senta to do. So many practices have the app stack but don’t get the most from it. Some accountants just use Senta as a database, which is a shame. People are often surprised at how many of the Senta features I use. My goal is to use and customise as many features as possible in all the apps I use. If we miss something, or something goes wrong, I encourage my team to always think about how we can build a step into Senta to make sure it doesn’t happen again.”