Tax, practice management, accounts and outsourced services

IRIS helps sole-practitioner David Jenkins improve processes, productivity and profits

david jenkins case study  

Like many sole-practitioners running a successful firm, David Jenkins has a keen eye for getting the best possible return on any business investment.

 

The integration of IRIS is
phenomenal. It means that
you only ever have to make
a data entry once for every
module to have the latest
client information. Not only
does this save time, it cuts
down on errors.

David Jenkins, David M. Jenkins & Co.

 

He applies a similar philosophy to how he serves his clients, ensuring they get the quality, personalised service that they need within an agreed, fixed budget.

Since setting up his practice in 1985, this approach has enabled Jenkins to retain more than 260 business customers served by a team of 12, which includes four chartered and certified accountants.

Automating core business processes

From the very beginning, Jenkins recognised
that investing in technology to drive efficiencies
throughout the practice could help his staff be
more productive and profitable. As such, his was one of the first accountancy firms to turn
to IRIS to help automate many of the processes across the practice.

“I’d discovered IRIS at another firm, shortly before I started my own practice. Although we
take IRIS for granted today, at the time it was a revolutionary application that eliminated a
huge amount of duplicated effort. Over time, as we added more and more modules that
drove efficiency throughout the business, IRIS became both the backbone and lifeblood of the practice."

David Jenkins


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