In accounting, you can't afford to forget anything. Otherwise, fines follow. That's why 7 years ago, Michal Cvrček entrusted deadlines, tasks, and responsibilities to Freelo. In the meantime, an office for 2 people has grown into a firm with more than 15 accountants, and no one has ever switched Freelo off. Nor do they want to.
Michal Cvrček owner of MC účetnictví a daně
Because in accounting, forgetting is not an option. According to Michal, a lot of accounting firms rely on checklist Excels and emails. Nobody really sees what is done, and covering for a colleague is a tough nut to crack.
New colleagues are not used to process management at all. Elsewhere, they don't track time, and thus they are actually robbing themselves of money. With us, they feel less worried that something will be forgotten. Michal Cvrček – owner of MC účetnictví a daně
“We have Freelo running all the time. I open it in the morning, see what's burning, distribute the work among the accountants, and we set priorities,” describes Michal. “For scrum, we have our own project in Freelo. Each colleague has their own column in it and a task for each day in it. We meet over it three times a week and everyone plans what lies ahead of them.”
“I work in Kanban because it suits me better visually,” he adds. “About a fifth of my colleagues prefer rows.”
“Each client is a project. Inside are To-Do lists based on the agenda: issued and received invoices, banking, payroll, weekly work, and extra day-to-day operations,” explains Michal. “Templates then guide the accountants step by step through where to get data, how to do the bookkeeping, and what the client wants.”
“In operations, each client has a Timesheet task, separate for each month and each agenda. Accountants run Time tracking in it, even if the client pays a flat rate,” he adds. “It's a way for us to monitor cost-effectiveness.”
“The company is built on processes that we have mapped out in Freelo,” says Michal. In addition to client projects, they therefore also run the MCUAD Wiki project: company values and guidelines, workplace rules, accounting procedures, and application manuals. From working hours and home office to the rule of no swearing in the office.
They also have written down who covers for whom when a colleague is away. Exactly the thing that causes the most friction in offices that rely on shared Excels and emails.
100% of internal operations at MC run through Freelo. They don't invite clients into it; it is purely their company brain. A few satellites orbit around it.
Freelo is the heart of our company. We have absolutely everything there, and thanks to it, I manage the whole company. If you turned it off tomorrow, the whole team wouldn't know what to do, and we would definitely miss important deadlines. Michal Cvrček – owner of MC účetnictví a daně
“Every task should have a deadline and an assignee,” advises Michal. “And in the morning, open Freelo, see what you have and don’t have there, set priorities, and plan your day and week accordingly.”
Try Freelo for free and keep deadlines, clients, and your team all on the same page. A project for every client, just like at MCUAD? We'll set up your first project with you during a Pilot Consultation. And if you want to get the whole office on board with Freelo, we'll guide you through Assisted Onboarding. If you need anything, we're here for you via chat, phone, or an online consultation.
