Reduced Reporting Preparation Time to ZERO with CRM Bridge

How Wilkinson Accounting Solutions Reduced Reporting Preparation Time to ZERO with CRM Bridge

Introduction to CRM Bridge by Web Bridges

Unlike generic marketing tools, CRM Bridge goes beyond basic automation to deliver a comprehensive solution that centralises client management, streamlines workflows, and drives business growth while speaking the language of finance professionals.

As a trusted marketing partner with official badges from Google, Microsoft, Klaviyo, and TikTok, we've created CRM Bridge to make marketing and practice management accessible for accounting firms of all sizes. 

Our mission? 

To help you reclaim your time so you can focus on what you do best-advising clients and growing your practice.

Wilkinson Accounting Solutions: Before CRM Bridge

Wilkinson Accounting Solutions, a mid-sized accounting firm specialising in business advisory and tax planning, was drowning in spreadsheets and manual reporting processes. Their team of 12 accountants and financial advisors were spending:

• 15+ hours preparing fiscal year reports

• 8 hours compiling quarterly analyses

• 4 hours creating monthly summaries

• 2 hours on weekly performance tracking

That's nearly 30 hours per month spent just preparing reports-not including the time needed to analyse them and make strategic decisions!

The CRM Bridge Solution

Working closely with Web Bridges as their marketing partner, Wilkinson Accounting Solutions implemented CRM Bridge with a focus on automating their reporting processes and enhancing client management.

Automated Reporting Dashboard

CRM Bridge's customised dashboard provided Wilkinson with real-time insights that previously required days of manual compilation:

• Revenue per service tracking for accounting, consultancy, and business valuation

• Revenue per channel analysis showing performance across social media, SEO, and webinars

• Opportunity tracking highlighting both won opportunities and lost leads

• Client engagement metrics reveal patterns in client satisfaction and retention

"The dashboard doesn't just show us numbers-it tells us a story about your business that we couldn't see when we were buried in spreadsheets," explains Omer.

Financial Software Integration (Only if neeeded)

One of the standout features that we have accounting client's reporting processes was CRM Bridge's seamless integration with their existing financial software:

• QuickBooks integration that automatically syncs client data and financial transactions

• Automated invoice creation and payment tracking across all client accounts

• Real-time financial reporting that eliminated manual data entry errors
  

From 30+ Hours to ZERO: The Transformation

Within three months of implementing CRM Bridge, Wilkinson Accounting Solutions experienced a complete transformation in their reporting processes:

Fiscal Year Reporting: From 15+ Hours to Automated

The annual fiscal reporting, which previously required a team working overtime for days, now generates automatically with up-to-date data accessible at the click of a button. The system pulls information directly from their accounting software and client interactions stored in CRM Bridge.

Quarterly Analysis: From 8 Hours to Instant Access

What used to take a full workday now happens continuously in the background. The team can access quarterly performance metrics anytime, with comparative analysis against previous periods generated automatically.

Monthly Summaries: From 4 Hours to Real-Time Dashboard

Monthly reports that once required manual compilation now display in real-time on their customised dashboard. The system automatically tracks key metrics, including revenue per service, client acquisition costs, and profit margins.

Weekly Performance Tracking: From 2 Hours to Live Updates

Weekly performance metrics now update automatically throughout the week, with automated alerts highlighting any metrics that fall below target thresholds.

Beyond Time Savings: New Capabilities Unlocked

With their newfound time, Wilkinson Accounting Solutions has expanded its service offerings and marketing capabilities using CRM Bridge:

Engaging Client Acquisition Strategies

• Hosting educational webinars for prospective clients with automated registration, reminders, and follow-ups.

• Creating online courses on accounting lingo and financial literacy, generating additional passive revenue.

• Developing targeted LinkedIn consultation pages that convert at twice the rate of their previous generic landing pages.

Improved Client Experience

• Automated meeting reminders to reduce no-shows on appointments. 

Systematic testimonial collection once service delivery is complete aiming to increase online reviews.

Measurable Results Beyond Zero Reporting Time

The impact of implementing CRM Bridge extended far beyond eliminating report preparation time:

Ready to Reduce Your Reporting Time to Zero?

Are spreadsheets and manual reports stealing your valuable time? Let's change that! At Web Bridges, we're passionate about helping accounting and finance professionals reclaim their time through smart automation and centralised management.

CRM Bridge isn't just software's your competitive advantage in a crowded marketplace. Our collaborative approach ensures you get a solution tailored to your specific needs, whether you're a solo practitioner or a multi-partner firm.

What could your team accomplish with an extra 30+ hours each month?

Let's Talk Today

Ready to transform your reporting process? Give us a thumbs up to chat about how CRM Bridge can work for your accounting practice. Think of it as hitting the 'Help' button on your communication walkie-talkie!