Wilson Accounting

How Wilson Accounting Gained Control of their Performance with Link

When Stefanie Pope, Partner at Wilson Accounting, looked at how the firm was managing performance, the need for change was clear: simplify the process and provide value to the team.

“We wanted something simpler and more practical for managing team and firm performance. We wanted a system that gave us clear, relevant information without the complexity we had experienced with other tools.

Prior to Link, Wilson Accounting struggled with a lack of visibility across its KPIs.

“Before discovering Link, our internal reporting relied heavily on Excel, which was very manual and time-consuming. We were pulling data together from multiple sources and updating it by hand, which meant the information was often outdated by the time we reviewed it. It also left room for inconsistencies and made it harder to get a clear, real-time view of team and firm performance.”

In searching for better reporting, the firm had worked with other platforms, but found they didn’t solve the core problem: “We’d tried multiple other tools, but found them overly complex with too many moving parts. They weren’t particularly intuitive for day-to-day use, so the team didn’t engage with them consistently. As a result, there were gaps in how often we reviewed performance, and we lacked a simple, reliable way to stay on top of key metrics across the business.”

After understanding the insights Link could provide, the decision came down to usability and delivering the right information in a way the team could actually benefit from. “A standout for us was how easy Link is to navigate. The simplicity meant our team could pick it up quickly and, more importantly, continue to use it consistently. It gives us the key information we need in a clean and accessible way, which has led to much better engagement and more regular review of our performance metrics.”

With Link in place, Wilson Accounting has seen positive impacts across the firm.

“Our managers now have more ownership over their teams with clear visibility over performance, which has taken a lot of pressure off us as partners and made day-to-day management less stressful.”

With the capability to track jobs as they progress, including the ability to monitor projected write-offs, the firm is now making more informed decisions. “Working with Link has helped us improve a number of key areas in the business. As a fixed fee firm that quotes upfront, it has given us much better visibility over jobs that may not have been scoped or priced correctly, allowing us to review and adjust where needed.”

With the right platform in place, Wilson Accounting now has access to the data required to guide better decision making and empower its team to perform.