J&J Financial Saves Time and Improves Client Communication

J&J Financial

Read how J&J Financial Management Inc. uses MessageDesk to reduce phone time and get fast responses from clients during their busy tax season.

min. read

Industry:

Team Size:

Location:

Previous Provider:

Accounting & Finance

2-10

Williamsburg, Virginia

n/a

Introduction

Jamie Vinson owns J&J Financial Management Inc., an accounting firm located in Williamsburg, Virginia. With 25 years of experience, Jamie is adaptable. She continuously seeks ways to meet the evolving needs of her clients.

One of these needs is efficient and timely communication. During tax season, this is especially crucial for Jamie and her team when completing returns.

But this need highlighted two problems:

Phone calls take up too much time
Email doesn’t get a fast enough response

To solve these two problems, Jamie integrated MessageDesk into J&J’s daily operations. J&J Financial now benefits from significantly improved client communication. Jamie successfully reduced daily time spent on phone calls, netting stronger relationships with clients.

Before adopting MessageDesk, J&J Financial faced several client communication challenges:

Challenges

Delayed Client Responses: Calls and emails made it difficult to get timely responses.
Inefficient Phone Communication: Phone calls often turned into lengthy conversations, consuming valuable time that could be spent on other tasks.
Managing Multiple Communication Channels: Jamie needed a solution that could seamlessly integrate with her existing tools, like QuickBooks Online and Karbon, without disrupting her existing workflows.

Jamie Vinson

Owner, J&J Financial

"We were finding that a lot of people aren't necessarily paying attention to their email. And I love talking to our clients but when you have things to do durring the tax season its hard to chat because everybody wants to know about how your kids are doing, how your grandkids are doing, and, you know, all that kinda stuff."

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Jamie and her team chose MessageDesk for its ability to streamline communication through text messaging, using several key MessageDesk features:

Solutions

Two-Way Text Messaging: With MessageDesk, Jamie's clients can now quickly respond to texts. This results in faster turnaround times on tasks like tax return approvals.
QuickBooks Online Integration: MessageDesk’s integration with QuickBooks Online made it easy for Jamie’s team to manage client contacts and communications in one place.
Team SMS Inbox and Assignments: MessageDesk’s shared team SMS inbox allows team members to manage conversations efficiently. This ensures no client text message goes unnoticed.

Jamie Vinson

Owner, J&J Financial

"Text messaging has gotten us responses that we would've ordinarily had to wait for. We found that it has helped us in getting responses and information that we need quickly and that has sped up our process."

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Implementing MessageDesk led to noticeable improvements for J&J Financial:

Results

Time Savings: Jamie estimates that MessageDesk saves her several hours each day. During tax season, Jamie reduced the need for lengthy phone calls with clients.
Improved Client Relationships: By offering a preferred communication channel, Jamie’s clients feel more engaged and are more responsive, enhancing overall satisfaction.
Operational Efficiency: The integration with Jamie’s existing tools streamlined her processes, making it easier for the team to manage tasks and client communication without significant training or onboarding.

Jamie Vinson

Owner, J&J Financial

"MessageDesk freed up our time and allowed us to get our clients to talk back with us to provide information... (MessageDesk) created a better relationship with a good, many of our clients whom we might not have been able to connect with."

Looking Ahead

Jamie is excited about the future with MessageDesk. She’s considering further integration possibilities with Karbon and other tools. She also plans to explore using MessageDesk’s text message broadcasts to further improve her client engagement with their monthly newsletter.

Conclusion

J&J Financial’s experience with MessageDesk highlights the importance of adopting modern communication tools to meet client preferences. By streamlining client interactions and saving valuable time, MessageDesk became an essential part of J&J Financial’s operations. MessageDesk allows Jamie and her team to focus on what they do best—providing top-notch accounting services.