In our latest client reference site, John Searles from Thorn Drury & Searles explains how the Pinpoint Interactive outsourcing service was adapted to their specific needs and now allows the firm to offload the bookkeeping function, and rest assured in accurate and compliant accounts management.
"For reasons of efficiency, cost and compliancy, we decided to outsource the cashiering function. Having encountered Quill Pinpoint at an earlier Sole Practitioners Conference, we got in touch and engaged the Pinpoint Interactive service.
We did consider other suppliers, but the simplicity of the service combined with the user-friendly interface of the software provided simultaneously for matter management and financial monitoring purposes, guided our decision.
However, we were a little apprehensive about delegating responsibility for accounting outside the firm. Quill Pinpoint understood immediately. Straightaway they put our minds at ease by explaining how the bookkeeping service is delivered by a named cashier in accordance with defined service level objectives, in complete adherence to the Solicitors’ Accounts Rules and regulatory guidelines. Our data and finances are in expert hands – the secure system and safety procedures ensure this is the case.
In fact, Quill Pinpoint tailored the service specifically for our unique way of working. I prefer to write my own bills and itemise specific fee earning tasks and chargeable disbursements. The Pinpoint team acknowledge individual nuances and adapt the service accordingly. They carefully check our bills as they’re added into Quill Interactive, raising queries if they need to double-check any items. This keeps our accounts accurate and is very much a personal service.
The team is responsive and friendly, and the software easy to use. Pinpoint Interactive really is a superb service and enables us to offload time consuming cashiering tasks to focus our efforts elsewhere, specifically the business of fee earning and managing our practice."