Yealmpton Accountants / BG-Demo – Check In
Callcompleted
Yealmpton Accountants · 1 Jul 2026 14:30
Nicholas Pengelly asked about the price move at the renewal starting 23 Sep 2026. Daniel Okafor promised the exact figure in writing by the end of the following week. Usage was described as slightly up and the partners were said to be using it.
What was said
What this says
As at Fri 9 Oct 2026Nicholas Pengelly asked about the price move at the renewal starting 23 Sep 2026. Daniel Okafor promised the exact figure in writing by the end of the following week. Usage was described as slightly up and the partners were said to be using it.
What happened: A 25-minute check-in with Nicholas Pengelly, Managing Partner. He raised the renewal and the price change himself, having heard prices are moving.
Customer view: He said the partners use it for client meetings and "I don't think they'd notice if it went away, which is probably a compliment." He wants the new price in writing to show the partners.
Commercial: The customer is on £20k a year and the renewal starting 23 Sep 2026 moves to the new list price. Daniel gave no figure on the call. Nicholas will be the renewal contact and wants the finance partner copied in.
Watch: Some managers are still on spreadsheets, and a slow fee-invoice ticket must not become an issue before renewal. Daniel offered a short session on spreadsheet use and a check on that client's data for a few weeks.
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 the exact new price in writing, with a breakdown, by the end of the following week.
- Daniel to send the call summary the same day and copy in the finance partner on the renewal paperwork.
- Daniel to arrange a short session for the managers still on spreadsheets.
Risks
As at Fri 9 Oct 2026- The price rise lands on a customer who values the tool only lightly and has partners asking where the figure came from.
- Some managers still work on spreadsheets, which limits adoption.
- The earlier slow fee-invoice ticket could resurface before renewal.
Opportunities
As at Fri 9 Oct 2026- A short practice-level session could move the spreadsheet users onto B-Viz.
- Usage is slightly up since the spring, which supports a value case at renewal.
Transcript
Daniel OkaforAfternoon Nicholas, thanks for making time. I know you're juggling a lot this week.
Nicholas PengellyAfternoon Daniel. Yes, it's the usual summer panic, but I've got twenty minutes.- Daniel OkaforPerfect, I'll keep it tight. How's the partners' view of it been lately?
- Nicholas PengellyThey've been using it, yes. Mostly for client meetings. I don't think they'd notice if it went away, which is probably a compliment.
- Daniel OkaforI'll take that. Anything you'd like to change in how it's set up?
- Nicholas PengellyNot really. Our practice manager runs it. My question is about the renewal. We're coming up to it in September, and I've heard the prices are moving.
- Daniel OkaforThey are, yes. Our list prices are changing at renewal for everyone on the older pricing. It applies at the renewal that starts on 23 Sep 2026.
- Nicholas PengellyHow much are we talking about?
- Daniel OkaforI don't want to guess in front of you, Nicholas. You're currently on £19,500 a year, and I'll put the exact new figure in writing, with the breakdown, so you can take it to the partners. I'll come back to you by the end of next week.
- Nicholas PengellyRight. That's fair. I'd rather have it in writing anyway. The partners will ask where it came from.
- Daniel OkaforAbsolutely. How's the team finding it otherwise? Anything that's been a bit of a headache?
- Nicholas PengellyOur practice manager mentioned a ticket about the fee invoices being slow. Did that get sorted?
- Daniel OkaforIt did. I looked at it the day it came in. I'll keep an eye on that client's data for a few weeks to be sure it's staying up to date.
- Nicholas PengellyGood. Let's not have that become a thing before the renewal.
- Daniel OkaforAgreed. Let me just check something on usage. Give me a minute.
- Daniel OkaforSorry, back. Usage is a bit up since the spring. Nothing dramatic, but it's moving the right way.
- Nicholas PengellyThat's encouraging. Some of the managers are still on spreadsheets, I gather.
- Daniel OkaforA few are, yes. We'll set up a short session. I'll come back to you about that separately, it's more of a practice-level thing.
- Nicholas PengellyFine. Do you need anything from us before September?
- Daniel OkaforJust a named contact on your side for the renewal paperwork, so we're not chasing. If it's you, that's perfect.
- Nicholas PengellyI'll be the contact. Our finance partner will handle the paperwork side, so copy him in.
- Daniel OkaforWill do. Right, that's the main things. Anything else on your mind?
- Nicholas PengellyNo. Can you send me the summary?
- Daniel OkaforYes, today. And the new price in writing by the end of next week.
- Daniel OkaforRight, I think we're done. Thanks for your time, Nicholas.
- Nicholas PengellyThanks, speak soon.
- Daniel OkaforSpeak soon, take care.