JTW Accountants

How JTW Accountants Saved $15,000 in One Tax Season While Discovering What Clients Really Think

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Introduction

JTW Accountants is a Gladstone-based practice known for their proactive approach and genuine care for clients' businesses. When Principal Jeremy Wotton found himself drowning in three hours of administrative work for every client meeting, he knew something had to change. But what he discovered after implementing Brieff surprised him more than the time savings—it was the unprecedented level of client openness that transformed how he delivers value. The result? Not only did he save $15,000 worth of time in one tax season, but he gained insights into what clients really think that completely changed his approach to meetings.

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The Story of JTW Accountants

JTW Accountants has built a strong reputation in Gladstone for being genuinely invested in their clients' success. Their clients consistently praise Jeremy for being proactive and understanding their needs without requiring lengthy explanations.

As one client testimonial states: "One difference I've noticed since working with JTW Accountants is that if I have a tax, business or accounting question on my mind, I can get a quick answer and stop worrying about it immediately. Jeremy is proactive, he knows where I'm going without me needing to spell it out."

This personal approach was JTW's strength, but it was also creating unsustainable operational challenges.

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The Challenge of Manual Processes and Information Silos

Jeremy's biggest frustration wasn't technical—it was operational. "One big challenge was being able to get the information discussed at the meeting out of my head and to the team," he explains.

The numbers were staggering. For every client meeting, Jeremy was spending three hours on administrative tasks: "An hour and a half pre-meeting... an hour coming up with the meeting notes... and then at least one and a half to two hours in that post diary note."

During busy periods like tax planning season, this meant 10 meetings per week translated to 30 hours of pure administration—on top of the actual meetings. Critical client information remained trapped in Jeremy's memory or illegible handwritten notes, making it impossible for his team to provide consistent service.

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Why JTW Accountants Chose Brieff

Jeremy needed a solution that could systematise his processes without losing the personal touch that clients valued. Brieff's comprehensive approach to client engagement offered exactly what he was looking for—a way to capture client insights systematically while dramatically reducing administrative overhead.

The platform promised to solve both his immediate time management issues and his longer-term challenge of scaling personalised service delivery across his team.

How We Helped JTW Accountants Transform Their Client Engagement

Jeremy implemented Brieff across his practice, focusing on two key areas that would deliver the biggest impact:

Pre-Meeting Client Insights: The check-in functionality became a game-changer for understanding client priorities. Jeremy sends these out precisely one week before meetings, giving clients time to thoughtfully respond when they're "in the right space."

AI-Powered Meeting Documentation: The platform's AI summary feature eliminated the administrative burden Jeremy had been dreading. Instead of hours of post-meeting note-taking, the system automatically generated comprehensive meeting summaries and action items.

Systematic Follow-Up: Automated action item reminders ensured nothing fell through the cracks, particularly crucial during tax planning season when clients had multiple tasks to complete before deadlines.

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The Impact: Unprecedented Client Insights and Massive Time Savings

The transformation exceeded Jeremy's expectations in two crucial ways:

Revolutionary Client Openness: "The openness that our clients have replied and provide answers in the check-ins still continues to blow me away. I really have never expected anywhere near the response we've got. Because we don't get that sort of response from other communication with them."

Complete Meeting Transformation: Client responses fundamentally changed how meetings were structured. "We've had meetings where we'd go in and want to talk about X, Y, Z. We'd get the check-in and go, 'X and Y is going to be the seventh thing mentioned.' And we'll cut it from a two-hour thing to 15 minutes."

Massive Time Savings: The AI summaries became so effective that "our very last tax planning meeting, I didn't touch the summary at all. I just went copy into the notes and sent." Jeremy eliminated the dreaded post-meeting administration: "That admin time from three hours... it just went down to 5 minutes."

Client Retention Insights: The platform revealed patterns that predict client relationships. "The ones who have gone... are the ones who continually don't return their check-ins... the more sticky clients are the ones who have bought into Brieff."

Enhanced Client Accountability: Clients embraced the systematic approach. "The feedback from them was great... 'Jeremy, I love that this is still reminding me because I've just been busy with my business.'"

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The ROI: $15,000 Value in One Tax Season

The financial impact was immediate and substantial. During one tax planning season, Jeremy saved "between 50 and 75 hours" of administrative time. When asked to quantify the value: "50 hours, at an hourly rate, $15,000."

This represents just one tax season. As Jeremy noted: "Extrapolate that over a quarter, over a year... that's a hell of a lot."

Beyond the direct time savings, the improved client insights and retention benefits created additional value that compounds over time.

Conclusion

JTW Accountants has transformed from a practice dependent on manual processes and Jeremy's individual memory to a systematised operation that captures unprecedented client insights while dramatically reducing administrative overhead. The implementation has delivered both immediate financial returns and long-term operational improvements that enable better client service.