Receipt Bank
26 Case Studies
A Receipt Bank Case Study
Kinder Pocock Chartered Certified Accountants wanted to improve client relationships and offer more proactive advice, but their original bookkeeping approach left them with slow, inconsistent data and limited interaction with clients. Rather than relying on clients to do their own bookkeeping or using outside bookkeepers, they needed a more efficient way to capture financial information in real time.
By implementing Receipt Bank and its cloud software, Kinder Pocock brought bookkeeping in-house and streamlined client onboarding and data collection. Receipt Bank gave the firm accurate, real-time information, saved time on data entry, and freed up more capacity for tax planning and advisory work. As a result, Kinder Pocock increased turnover by 40% and net profit by 61% within a year.
Sharon Pocock
MD and Principal Accountant