Scheduling software for accounting firms

Managing an accountancy firm is a constant challenge: keeping track of numerous client files, planning team assignments, coordinating appointments and managing time-off, all while guaranteeing 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 organize their business with precision and peace of mind.

An accounting 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 activity 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.

Accounting firms carry out a multitude of activities on a daily basis. PlanningPME allows you to structure these tasks for optimum management:

• Client appointments : organizing meetings to monitor and validate files.
• Supervisory review : planning checkpoints to ensure the quality of deliverables.
• Internal meetings : 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 tasks.
• Legal : integration of legal obligations in the schedule.
• Tax audits : organizing checking progress to ensure compliance.
• Training : upgrading teams’ skills, which are essential to keep pace with changes in the sector.
• Bookkeeping and auditing : scheduling of technical tasks for clients.

Organizing the tasks of an accounting firm

With a clear and centralized overview, firm managers can precisely monitor all tasks and adjust priorities in real time.

Accounting firms juggle with teams working in a variety of conditions. With PlanningPME, each member of staff is located and organized according to their situation:

• Attendance at the office : essential for meetings and managing internal files.
• Remote working : a flexibility increasingly adopted in today’s office environment.
• 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 time-off. There are various reasons for time away from the office:

• Paid vacations and special time-off
• Sick time
• Training
• Medical appointment

This time-off is automatically integrated into the schedule, enabling managers to reorganize assignments without stress and ensure the continuity of projects.

In an accounting 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 optimized to save time and facilitate the flow of activities.

• Better organization of schedules : quick visualization of availability and priorities.
• Human resource optimization : clear monitoring of teams, even when working remotely or traveling.
• Time saving : fewer scheduling conflicts and easier planning.
• Improved productivity : Each task is organized, 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 organization with PlanningPME

As an accounting firm, you manage complex projects, mobile teams and demanding schedules. PlanningPME is the management solution that allows you to regain control of your schedules, optimize your resources and improve your productivity. Join the many accounting firms that have put their trust in PlanningPME to simplify their organization and focus on what's most important; client satisfaction.