When Charlotte Zacharia acquired a customer base of SMEs to boost her newly-formed accountancy firm back in 2016, she was conscious that her focus needed to be on business development, and she needed a system that would support her out on the road and as the business grew.

Charlotte was using many different systems, including Sage, QuickBooks, Xero and hundreds of Excel spreadsheets, for different purposes, and was spending a great deal of time inputting data. Making the decision to move to Capium was easy as Charlotte could see the benefits it would bring.

“I was spending twice as long inputting information as I knew I should be, as none of the systems I was using were integrated. I hoped Capium would be the answer to all my questions, and four years on, I can honestly say that I haven’t been disappointed.”

A system that encourages team collaboration

As the business grew, new team members joined, and with around 360 clients today, it’s so important that they can all answer client queries there and then or pick up activities from each other. The Capium system works in real time, so collaborative working comes as standard. If one team member is out visiting clients or is head-down on some accounts, they can be confident in the knowledge that another team member can support their other clients.

“We’re a small team and clients know that if they can’t get hold of their main contact, the rest of the team can usually help with their enquiry. Everything we do is accessible via web browser, and the systems we use are all integrated. There’s a definite sense of reassurance that comes with that, not to mention the increase in productivity we’re benefiting from.”

Easy billing and transparency of time spent

With timesheets built into the system, the team are able to keep track of their hours spent on each account and provide full transparency to their clients.

They can demonstrate productivity, and invoicing couldn’t be easier as it’s all part of the same system – no duplication of effort as everything’s in one place.

A feature suggestion centre to ensure there’s continuous investment in the system

When there’s been a new process or an issue that needs fixing, the team at the Z² Group have always been impressed with how quickly the customer service team have resolved the situation.

“I’ve always had a response within 12 hours at the latest, and usually they’ve managed to resolve the situation. If it’s a more complex problem that needs fixing, they’ve always kept me in the loop and updated me when they’ve managed to get to the bottom of it. I’ve been pleasantly surprised with how efficient the team are in times of need.”

An easy-to-use app for clients is a real selling point

“We offer the Capium app to clients as an add-on to our service as we’re confident they’ll see the benefits. With an-easy to-use interface, it’s simple for them to input the information in the right format, which makes the bookkeeping straightforward for us.”

Charlotte’s clients report that it’s so much simpler than other systems they’ve used. For clients that are out on the road visiting clients, such as plumbers or consultants, they can reduce the time they need to allocate to desk duties as they can upload receipts and create invoices on the go.

They’re also able to brand the app in line with our clients’ identity, which adds an air of professionalism that our clients have grown to expect.

With a growing team and a desire to always offer clients the very best service, the Z² Group Limited is committed to Capium. The results have been impressive and with a genuine desire to feedback any improvements they can foresee in the system; it’s been a true partnership.

For a demo or an initial call, get in touch on 020 3322 5578 or at info@capium.com. We’d be delighted to talk you through our award-winning software.

Topics: Case StudiescustomerGrowthGrow Your Practice

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