Scheduling management of your accounting firm
Simplify the organisation of your accounting firm with a high-performance scheduling tool
- Optimise the day-to-day management of accounting firms
- A schedule tailored to the specific needs of accounting firms
- Rigorous management of varied tasks
- Simplified human resources management
- Optimum use of meeting rooms
- The concrete benefits of PlanningPME for accountancy firms
- Customers case studies - Testimonials
- FAQ
Accounting firms face daily organisational challenges in managing their assignments, coordinating teams and keeping track of absences. PlanningPME is a scheduling tool designed specifically to meet these needs. With centralised management of tasks (client appointments, meetings, audits, etc.) and human resources (absences, remote work, travel), PlanningPME enables accounting firms to optimise their time, improve productivity and ensure that their projects run smoothly.
Optimise the day-to-day management of accounting firms
Managing an accountancy firm is a constant challenge: keeping track of numerous client files, planning team assignments, coordinating appointments and managing absences, all while guaranteeing a high-quality service. In this demanding context, PlanningPME offers a high-performance, intuitive scheduling solution designed to make the day-to-day running of accounting firms easier. Find out how our tool helps hundreds of firms to organise their business with precision and peace of mind.
A schedule tailored to the specific needs of accounting firms
An accountancy firm manages complex projects, often comprising numerous interdependent tasks. Each project is assigned to a project manager, with specific information such as :
- The total duration of the assignment
- Number of days sold
- Breakdown of the key stages of the assignment
With PlanningPME, every job is planned and monitored seamlessly. Managers can instantly view the schedules of teams and files, enabling them to anticipate priorities and ensure that each project progresses within the allotted time.
Rigorous management of varied tasks
Accounting firms carry out a multitude of activities on a daily basis. PlanningPME allows you to structure these tasks for optimum management:
- Client appointments : organising meetings to monitor and validate files.
- Supervisory review : planning checkpoints to ensure the quality of deliverables.
- Internal meeting : coordination of teams and monitoring of project progress.
- Non-client appointments : meetings with partners, prospects or suppliers.
- Accounting and payroll processing : rigorous monitoring of recurring jobs.
- Legal : integration of legal obligations in the schedule.
- Tax audits : organising checking process to ensure compliance.
- Training : upgrading teams’ skills, which are essential to keep pace with changes in the sector.
- Bookkeeping and auditing : scheduling of technical missions for clients.
Organising the tasks of an accountancy firm
With a clear and centralised overview, firm managers can precisely monitor all tasks and adjust priorities in real time.
Simplified human resources management
- Attendance at the office : essential for meetings and managing internal files.
- Remote working : a flexibility increasingly adopted in modern offices.
- Client visits : precise follow-up of site visits for demanding projects.
- School and training : employees undergoing training are included in the schedule.
PlanningPME also makes it easy to manage absences. There are various reasons for absences:
- Paid holidays and special leaves
- Sick leaves
- Training
- Medical appointment
These absences are automatically integrated into the schedule, enabling managers to reorganise assignments without stress and ensure the continuity of projects.
Optimum use of meeting rooms
In an accountancy firm, meeting rooms are strategic spaces that are often in great demand. Whether for :
- an internal meeting
- a file review with the supervisor
- or an appointment with a client
PlanningPME makes it easy to book rooms, avoiding double bookings or scheduling conflicts. Each resource is optimised to save time and facilitate the flow of activities.
The concrete benefits of PlanningPME for accountancy firms
- Better organisation of schedules : quick visualisation of availability and priorities.
- Human resource optimisation : clear monitoring of teams, even when working remotely or traveling.
- Time saving : fewer scheduling conflicts and easier planning.
- Improved productivity : Each task is organised, deadlines are met.
- Error reduction : anticipation of absences and better allocation of resources.
Thanks to a simple, intuitive interface, teams can work more efficiently on a day-to-day basis.
Simplify your organisation with PlanningPME
As an accountancy firm, you manage complex projects, mobile teams and demanding schedules. PlanningPME is the management solution that allows you to regain control of your schedules, optimise your resources and improve your productivity. Join the many accounting firms that have put their trust in PlanningPME to simplify their organisation and focus on what's most important: client satisfaction.
Customers case studies - Testimonials
Testimonials
Discover the success story of our client RSM Secovec
RSM Secovec optimises the planning of its accountancy practice
Company Overview
Our accounting and auditing firm has built a complete service offer around financial information: Account production, acquisition audit, accounting and financial security, social law consulting, reporting, etc. We implement methodologies allowing us to support a small clientele, groups of SMEs and up to the very large company all over France and abroad through our networks RSM France and RSM International. We pay special attention to the training of our employees and their ability to adapt to best meet the needs of our customers.
Our scheduling needs
Our audit and accounting activity is an activity with a strong seasonality. Our challenge was to find a way to build load plans per team and help us manage our budget.
Management of the provisional planning and customer appointments
PlanningPME is first used in provisional schedule . In July each team enters the various missions planned on each client with a provisional date of intervention.
- 1st use: this database is exported and integrated into an Excel file that will be updated every month with the real times per customer from our internal billing software.
This allows us to manage a forecast compared to a realised one.
- 2nd use: for our audit activity, the database continues to live and allows view interventions planned and re-plan as needed.
FAQ
PlanningPME is designed to meet the specific needs of accounting firms. It makes it easy to manage complex schedules, organise client appointments, plan team tasks and track absences. Thanks to its intuitive interface, you can optimise your time and resources, while ensuring that every project runs smoothly.
Yes, PlanningPME takes into account absences (holidays, special leaves, sick leaves, training, etc.) as well as different work situations: office work, remote working, client visits or school training. The software integrates this information into the schedule to avoid conflicts and maintain continuity of missions.
Absolutely. PlanningPME makes it easy to manage meeting rooms by enabling you to book available slots quickly. This avoids duplication, improves the organisation of internal or client meetings and optimises the use of the firm's resources.
Yes, PlanningPME offers a clear view of the progress of each job thanks to centralised monitoring. You can assign project managers, define durations and track the number of days sold, while adjusting the schedule in real time to meet deadlines and priorities.
