Yealmpton Accountants / BG-Demo – Onboarding
Callcompleted
Yealmpton Accountants · 29 Oct 2024 13:45
Jenny Trethewey said the tax team is pleased with the sample view. Starter's 15 seats fit that one team. Two trading names remain before sign-off, and the first live refresh is set for the week after next.
What was said
What this says
As at Fri 9 Oct 2026Jenny Trethewey said the tax team is pleased with the sample view. Starter's 15 seats fit that one team. Two trading names remain before sign-off, and the first live refresh is set for the week after next.
What happened: Jenny, Zoe and Callie reviewed the sample view. The tax team liked deadlines at the top with billing next to the due date, and Jenny wants that kept.
Customer view: Jenny said "Fifteen is plenty for them" but added that most of the firm would be a squeeze. She has told the tax team they will all have an account by the end of next month.
Commercial: This is Starter, built for one team, with 15 seats. If other teams want access, that is a Growth upgrade conversation, though nobody raised it.
Watch: Two trading names are the only thing standing between the team and sign-off. Callie is to confirm the live date in writing.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Zoe Hocking to send the two trading names that evening.
- Jenny Trethewey to send account names to Zoe Hocking.
- Callie Brennan to confirm the live refresh date in writing.
Risks
As at Fri 9 Oct 2026- Two trading names are unresolved and block the sample sign-off.
- The promise of accounts for the whole tax team by the end of next month depends on the live refresh date holding.
Opportunities
As at Fri 9 Oct 2026- Jenny's remark that most of the firm would be a squeeze on 15 seats points to a possible Growth upgrade if other teams want access.
Transcript
Callie BrennanAfternoon all, can you hear me? Good. The plan: sign off the sample view, agree who the first users are, then set the live refresh date. Jenny, have you had a chance to look at the sample?
Jenny TretheweyI have. Hello both. I did look, and the tax team had a go as well. They're pleased with it.
Zoe HockingHi. I'm here. Sorry, my camera's being awkward.- Callie BrennanNo worries. Jenny, what did they say about the layout?
- Jenny TretheweyThey liked the deadlines at the top. One of them said it was the first time she'd seen the billing next to the due date. She wants that kept.
- Callie BrennanThat's good to hear, and it's an easy keep. Zoe, has the corrected list come through?
- Zoe HockingYes, I sent it at lunchtime. The duplicates are gone and the inactive ones are flagged. I'm still not sure about two of the trading names.
- Callie BrennanSend me those two and we'll look at them together. That's the only thing standing between us and the sign-off, I think.
- Zoe HockingRight. I'll send them tonight.
- Jenny TretheweyCan we talk about who gets an account? I've told the tax team they'll all have one by the end of next month.
- Callie BrennanThat's fine for Starter, which is built for one team, so the tax team is the right group. Let's count the people and confirm them, so we stay inside the fifteen seats.
- Jenny TretheweyFifteen is plenty for them. Well, most of the firm would be a squeeze, but the tax team is smaller than that.
- Zoe HockingI'll set up the accounts once Jenny sends me the names. It's a quick job.
- Callie BrennanLovely. And the live refresh? I'd like the first one run a week before the team starts, so we can see any problems early.
- Jenny TretheweyThat's sensible. The week after next, then. I can put it in the diary now.
- Callie BrennanGreat. I'll confirm the time in writing so Zoe has it, and I'll check the nightly window with you once it's running.
- Callie BrennanRight, that's us. Zoe, the two trading names tonight. Jenny, the account names to Zoe. I'll send the live date in writing. Thanks both, Callie.