SMYD Accounting / Advisory

One thing is true across all accounting practices, there’s data, lots of it, but gaining meaningful insight from it is another story entirely.

Before working with Link, SMYD Accounting / Advisory relied heavily on Excel exports and manual reporting from XPM to try and measure their performance.

For Head of Operations Phoebe Meares, the challenge wasn’t just reporting itself. It was a lack of confidence in what the reporting was actually saying. “Getting visibility was incredibly difficult,” Phoebe explains. “It was a rigmarole of understanding which report showed us what we needed to know.”

The process of manually exporting and rebuilding data created another layer of complexity. “There was a lot of effort required just to ensure we had the correct data, and then to get the true measurements we needed from that data took more time.”

Today, Phoebe says one of Link’s biggest strengths is that it feels like a platform built by people who genuinely understand the operational pressures accounting firms face. “It was engineered so that the hard stuff was already done. You can get the visibility you need quickly and make impactful decisions in a fast-paced environment.”

That visibility drives efficiency across multiple areas of the business, including: “Job management, employee KPI’s, my own performance and overall team performance”

The impact has also extended commercially, helping the firm improve team ROI while maintaining tighter control over WIP on open jobs.

Phoebe further credits the Link team’s practical understanding of the accounting industry as a standout part of the experience. “I’m always really impressed with the knowledge and understanding the team from Link provides. They always have a solution to every problem I throw at them.”

For SMYD Accounting / Advisory, Link hasn’t just improved reporting - it has given greater operational clarity and confidence with daily decisions.