The client
Majestic Chartered Accountants is a chartered accountancy and tax firm with more than 15 employees, providing tax planning, accounts, payroll and business advisory services to SMEs.
As the firm’s client base grew steadily, so did the amount of work required to coordinate onboarding, recurring services, client communication and internal handovers.
Majestic needed a more structured way to manage increasing client volumes without adding administrative staff at the same rate. Cinqd was introduced to create repeatable workflows, improve visibility and connect more of the firm’s client delivery processes.
Cinqd capabilities implemented:
- Proposals
- CRM and client management
- Task management
- Recurring workflows
- Client collaboration
- Workload and performance visibility
The challenge
Majestic’s growth was creating increasing pressure on its existing processes. Tasks were assigned manually, managers had limited visibility over team workloads, and client communication was not always consistent across services. When work needed to move between teams, handovers could also take longer than necessary.
Client onboarding was particularly dependent on manual coordination. Senior employees often had to check progress, follow up with colleagues and make sure the appropriate work had been assigned.
As client numbers increased, this created additional administrative pressure and made it harder for the firm to scale efficiently. Majestic needed a way to make client delivery more predictable without creating another layer of administration.
How Cinqd helped Majestic scale client delivery
Connecting proposals with service delivery
Cinqd helped Majestic create a clearer connection between winning a client and beginning the work. Once a proposal was accepted, the appropriate workflow could be triggered and responsibilities assigned to the relevant employees.
Instead of relying on someone to manually communicate the next steps between teams, the process provided clearer ownership from the beginning. This helped reduce delays between proposal acceptance, onboarding and service delivery.
Standardising recurring client services
Tax, payroll and accounts involve activities that repeat across clients and reporting periods. Majestic used structured workflow templates to create more consistent processes for these recurring services.
Tasks could be created with defined responsibilities, stages and deadlines, giving employees a clearer process to follow while reducing the need to rebuild workflows manually. This also helped maintain greater consistency as the firm’s client base expanded.
Simplifying client documents and approvals
Client documents and approvals could create delays when information was spread across email conversations. Cinqd gave Majestic a more structured way to manage client inputs and approvals, reducing reliance on lengthy email chains.
Teams could more easily identify what information had been received and what was still outstanding, helping client work move forward with fewer unnecessary follow-ups.
Improving capacity and performance visibility
As the firm’s workload increased, Majestic needed a clearer understanding of how work was distributed across the team. Cinqd gave managers greater visibility over workloads, utilisation and ongoing service activity.
This helped them identify capacity issues earlier, allocate work more effectively and gain a clearer understanding of how client services were performing.
The results
Majestic was able to support a growing client base while keeping its administrative structure lean.
Growing client volumes without additional admin headcount
More structured workflows and reduced manual coordination helped the firm manage increasing client volumes without adding administrative staff at the same rate.
Faster client onboarding and delivery
Connecting proposals with onboarding and service workflows reduced unnecessary handovers and helped work begin sooner.
Improved team utilisation
Greater workload visibility helped managers distribute responsibilities more effectively across the team.
More consistent service delivery
Repeatable workflows gave employees a clearer process to follow across tax, payroll, accounts and other recurring services.
Better client experience
Clearer processes around documents, approvals and responsibilities reduced unnecessary delays and made interactions more consistent.
Before and after Cinqd
| Before Cinqd | After Cinqd |
| Tasks assigned manually | Structured task assignment and workflows |
| Onboarding required manual coordination | Proposals connected with onboarding workflows |
| Recurring services managed inconsistently | Repeatable service templates |
| Client documents relied heavily on email | More structured document and approval processes |
| Limited visibility over team workloads | Clearer capacity and utilisation visibility |
| Service handovers could be delayed | Clearer ownership between workflow stages |
The overall impact
Cinqd helped Majestic Chartered Accountants create a more scalable way to manage client services. By connecting proposals, workflows, client information, tasks and team visibility, the firm reduced the amount of manual coordination required as client volumes increased.
Employees gained clearer ownership of their work, managers could identify capacity issues earlier, and recurring services could follow more consistent processes.
Rather than increasing administrative headcount simply to manage growth, Majestic created a stronger operational structure that could support a larger client base.
Could Cinqd help your accounting firm scale?
Cinqd brings proposals, client management, tasks, recurring workflows, collaboration and operational visibility together in one connected business operating system.
Standardise client delivery, reduce manual coordination and give your team the structure and visibility needed to grow without unnecessary administrative complexity.
Book a demo to see how Cinqd can help your accounting firm scale more efficiently.
