WHO I HELP

Accountants and Financial Managers. Start-ups and long-established businesses. Sole traders and limited companies.

HOW I HELP

Support clients by implementing accounting software for them and providing the relevant training after implementation. Focus on automating processes as much as possible so clients can work smarter and not harder.

SECTORS/SUPPORT

All sectors. Business Advisory team and other internal teams.

“OPEN & HONEST COMMUNICATION IS KEY.”

Sam Booysen is a Business Advisory Manager based at our Mallusk office in Northern Ireland. As part of the Digital Advisory team, Sam carries out system reviews, provides recommendations for clients on their accounting software and processes, and migrates their information to the new system.

Sam’s main focus is on training her clients and their teams on the new software, providing ongoing support if needed, and putting processes in place for the financial teams.

MUTUAL RESPECT & TRUST

“For me, the ideal client relationship is one that has clear and frequent communication, and mutual respect and trust. I prefer a hands-on approach where I spend time with the client, so I can get a real feel as to how their business operates. I want them to see me as being a part of their team, and someone who is not just knowledgeable, but approachable and trustworthy too.”

FINDING SOLUTIONS

“A big part of what we do is finding solutions to challenges that our clients are facing. My job is to identify and implement more efficient bookkeeping and accounting processes, and I love to see clients’ stress levels drop once everything is in place. By improving their processes, we are saving them time and minimising room for error.

Problem- solving doesn’t just apply to our clients. I enjoy helping my colleagues to overcome challenges and the same works the other way – we all learn from each other.”

A POSITIVE CHANGE FOR OUR CLIENTS

“When changing systems or routines in the accounting processes, it can be difficult to get everyone involved on the same page and to make the necessary changes. I’ve found that the best approach is to demonstrate to the client that it is a positive change for their business, and that it will be beneficial to them in the long term. It’s important to be upfront and realistic about any issues that may arise during the migration process and reiterate that we are on- hand to provide support if needed. Open and honest communication is key.”

THE BENEFITS OF CLEAR COMMUNICATION

Employees may resist switching to a new system due to fear of the unknown. We recognise that learning requires time and effort which can slow down productivity. I respond to these challenges by clearly communicating the reasons for the change and the benefits it will bring, and how it will impact employees’ roles. I address concerns and actively listen to feedback, providing thorough training sessions tailored to different user levels. A structured change management plan is designed to guide employees through the transition process.”

A HANDS-ON APPROACH

“We always ask our clients how they would like to engage with us as we appreciate that some prefer to communicate virtually, and some would rather meet in person. Owing to technological advancements, most work can be carried out remotely now. Personally, I think it’s important to have the initial conversation in person when introducing our clients to new concepts and processes. It’s easier to build a rapport, and it’s often more effective to demonstrate new software in -person too as the client can have a go at using it whilst you’re sitting beside them.”

CLIENTS ARE OUR PASSION

“At AAB, clients truly are our passion. The ultimate goal of helping clients guides my approach by emphasising understanding, empathy, transparency, continuous improvement, and building lasting relationships.

I am excited to be part of a bigger team and be able to gain and share knowledge from the experts in their fields across the wider AAB group.”

FLEXIBILITY IN PROBLEM- SOLVING

“Our profession is sometimes perceived to be overly focused on rules and regulations, whereas we know that a big part of what we focus on is flexibility in problem-solving. I believe I am a great trainer, and I can effectively explain concepts to all levels of employees. I am very patient and have an excellent work ethic – I pride myself on treating each client as if their business was my own business.”

GREATEST COMPLIMENT

“I wish we had found you earlier – I don’t get so stressed anymore and I am happy at work.”

Our accreditations