Heaney Business Group

How Heaney Business Group Evolved from Reactive to Proactive Practice Management with Link

Before adopting Link, Heaney Business Group operated in a way familiar to many accounting practices, relying on XPM, manually compiled reporting and gut-feel decision-making.

Director Gemma Heaney elaborates: “While the systems we had in place gave us some information, they didn’t provide a clear or real-time picture of overall practice performance or team productivity, which made it difficult to consistently measure our capacity, identify bottlenecks and proactively manage workflow across the firm”

As the practice grew, the limitations of manual oversight and reactive workflow management became increasingly apparent. “Our main frustration was that by the time issues became visible, they were already causing pressure. Whether that was deadlines creeping up, uneven workloads between team members or jobs sitting too long in certain stages. We needed something that would drive accountability across our team, better operational insight and real-time data that management could actually act on quickly.”

On selecting Link, Gemma highlights: “What attracted us to Link was how it was built specifically for accounting firms and its seamless integration with Xero Practice Manager…a standout feature for us was the ability to clearly visualise staff capacity and workflow across the entire firm”.

The team at Link understands the reality accounting practices face operating across fragmented systems that only half-solve problems, which continually informs both the onboarding experience and the ongoing support Link provides.

“Link’s Onboarding was practical, rather than overly technical or complicated. The team genuinely understood accounting firms and the operational challenges we face, which made the whole process collaborative and easy from start to finish” mentions Gemma on the pathway to adopting Link, further commenting “Link’s deep integration with Xero Practice Manager worked seamlessly, which made setup far less overwhelming than other systems we’ve used in the past”

In working with Link, Heaney Business Group leverages all elements of the Link platform. “With the ability to clearly visualise our staff capacity and automate workflow across the entire firm in real time, coupled with the actionable data we use to inform better management decisions, with Link, we can now identify bottlenecks early and we now have greater confidence in how we manage the practice”.

With Link delivering real-time operational visibility across the firm, Heaney Business Group has evolved from reactive workflow management to a more proactive, scalable and confident way of managing practice performance.