The admin clerk your firm never hired.
Percy takes client knowledge out of the partners' heads. He knows who has sent what, what is still missing and what is due, chases the records and sign-offs, and answers client questions. When something needs a partner, he hands it over.
Talk to him on email, Slack or WhatsApp, like anyone else on your team.
Percy works really well with Ash, who chases unpaid invoices and books meetings.
Know an accountant who needs Percy? Refer them and get £500.
Two receipts left for your VAT return
Percy <percy@harriswebb.co.uk>
to Dan Lowe, Lowe Plumbing · 09:14
Hi Dan,
The bank statements came through, thank you. I only need two receipts now: the Screwfix order on 4 August and the van service on 19 August.
A photo from your phone is fine. Could you send them by Friday?
Percy
Practice administrator, Harris & Webb Accountants
Percy knows Dan already sent his statements. He only asks for what is missing.