Yealmpton Accountants / BG-Demo – Check In
Callcompleted
Yealmpton Accountants · 29 Oct 2025 14:30
On the 29 Oct 2025 check-in, Jenny Trethewey reported good adoption and partners now asking for access. Her main worry was managing fifteen seats as new starters join and leavers go.
What was said
What this says
As at Fri 9 Oct 2026On the 29 Oct 2025 check-in, Jenny Trethewey reported good adoption and partners now asking for access. Her main worry was managing fifteen seats as new starters join and leavers go.
What happened: Daniel Okafor ran a 26 minute check-in with Jenny, the Practice Manager. She said a client manager had stopped keeping her own spreadsheet.
Customer view: Partners are now asking for B-Viz and want client queries and deadlines together before client meetings. The one ticket, about fee invoices a day behind for one client, turned out fine when she looked again.
Commercial: This is a Starter-tier customer with fifteen seats, the included number, and recent usage growth. Partner demand is a possible case for more users or a higher tier, though the call does not raise it.
Watch: Jenny sets up access herself and is not sure she does it properly. Daniel promised an access checklist for the managing partner, and an answer on filtering the deadlines view by office.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel Okafor to send Jenny a short access checklist for the managing partner the same day.
- Daniel to walk through the access list with Jenny after the call.
- Daniel to check whether the deadlines view can filter by office and reply by the end of the following week.
Risks
As at Fri 9 Oct 2026- Access for new starters and leavers is set up from memory by one person, with fifteen seats in use.
- Fee invoice data ran a day behind for one client, which briefly raised a data completeness worry.
Opportunities
As at Fri 9 Oct 2026- Partners want client queries and deadlines together before client meetings, a use case to show them.
- Growing usage at the fifteen seat level may support a conversation about more users or a higher tier.
Transcript
Daniel OkaforAfternoon Jenny, thanks for making time. How are you doing?
Jenny TretheweyHiya Daniel, good, thanks. Bit of a grey day down here but we're holding up.- Daniel OkaforPlymouth weather, I'll take it. Right, I'll keep it quick. How's the team finding it since we last spoke?
- Jenny TretheweyReally well, actually. Last month one of the client managers said she'd finally stopped keeping her own spreadsheet. She wanted to tell someone, so I'm telling you.
- Daniel OkaforThat's brilliant to hear. Is that across the team, or mostly the newer people?
- Jenny TretheweyMostly the newer ones, but the partners are asking for it now. Which is a bit of a surprise, to be honest.
- Daniel OkaforGood kind of surprise. Are they asking for anything specific?
- Jenny TretheweyThey want to see client queries and deadlines together before they sit down with a client. I don't think they realise how much we can already do with it.
- Daniel OkaforOkay. Let me make a note of that, it's exactly the sort of thing we can show them. Have you had any problems at all? I know a ticket came in.
- Jenny TretheweyJust the one. The fee invoices were a day behind on one of the clients, and I was worried it was missing things. It turned out fine when I looked again.
- Daniel OkaforThanks for raising it. I'm glad it's sorted. We'll keep an eye on the fee data for that client.
- Jenny TretheweyThanks. Honestly, the bit that worries me more is what happens when people leave. We've got fifteen seats and a lot of people have just started.
- Daniel OkaforThat's a fair point. Do you want to make sure access is set up properly for new starters, and cleanly removed when people leave?
- Jenny TretheweyYes, that's exactly it. Can we talk about that?
- Daniel OkaforAbsolutely. Let's do it on this call while we've got time. Who sets up access on your side?
- Jenny TretheweyMe, mostly. I'm not sure I'm doing it properly, to be honest. I just follow what I did last time.
- Daniel OkaforThat's a common one. We can walk through the access list together after this. Would it help if I sent a short checklist?
- Jenny TretheweyYes please. Our managing partner will want to see that too, he's very keen on security.
- Daniel OkaforGreat. I'll send that over. Now, usage. It's gone up quite a lot since the spring. Is that the partners, do you think?
- Jenny TretheweySome of it. They've been dipping in, mostly before client meetings. I think they like seeing things in one place.
- Daniel OkaforThat's the best kind of usage. Anything else you're finding hard?
- Jenny TretheweyNot really. Oh, the deadlines view is great, but one of the managers wants to filter by office. Is that possible?
- Daniel OkaforLet me check with the team and come back to you. I'll come back to you by the end of next week.
- Daniel OkaforRight, let's leave it there. I'll send the checklist and the summary today.
- Jenny TretheweyLovely, thanks Daniel. Speak soon.
- Daniel OkaforSpeak soon, Jenny. Take care.