Overview
|Agenda
|Client communication requiring attention.Portfolio health
|Live across your 87 outsourcing clients and 14-person team in Xero, Silverfin and Caseware.FROM XERO
FROM SILVERFIN
FROM CASEWARE
At-risk clientsTop 5 by issue count
Client
Risk
Issues
Owner
Last contact
Team workloadOutsourcing, 14 people
Team member
Active clients
Open queries
Stuck papers
Hours this week
Capacity
Analytics
|Across Price Bailey engagement, refreshed daily.Jun 7 - Jun 13, 2026
Client compliments
Direct positive feedback received this week.
Jun 7 - Jun 13, 2026
19
Compliments received
From
12
Clients
Jun 13, 2026
“Thanks for turning this around so quickly, really appreciate the attention to detail.”
– Sarah Mitchell (sarah.mitchell@heritagepg.co.uk)
Jun 12, 2026
“Janice was brilliant on the VAT return, made it painless as always.”
– Tom Reid (tom.reid@northgate-solutions.co.uk)
Jun 11, 2026
“Holly's monthly reports are the clearest I've seen from any firm.”
– Emma Walsh (emma@blucircle.com)
Response time
How quickly Price Bailey replies to client communication.
< 24 hours
Jun 7 - Jun 13, 202687%-3%
vs May 31 - Jun 6, 2026
24 - 72 hours
Jun 7 - Jun 13, 202611%+18%
vs May 31 - Jun 6, 2026
> 72 hours
Jun 7 - Jun 13, 20262%0%
vs May 31 - Jun 6, 2026
Workload
Volume across the outsourcing team this week.
Client requests
Jun 7 - Jun 13, 2026142-12%
vs May 31 - Jun 6, 2026
Firm emails
Jun 7 - Jun 13, 2026318+8%
vs May 31 - Jun 6, 2026
Interacted clients
Jun 7 - Jun 13, 202667-4%
vs May 31 - Jun 6, 2026
Client concerns
Negative signals raised this week.
Jun 7 - Jun 13, 2026
4
Concerns received
From
3
Clients
Jun 13, 2026
“Bookkeeping has been late three weeks running, we need this back on track.”
– James Holloway (jh@apex-logistics.com)
Jun 12, 2026
“Still waiting on the Q3 VAT return, this is unusual for you.”
– Rachel Pemberton (r.pemberton@castlehilltrading.co.uk)
Jun 11, 2026
“I keep getting passed between people, can someone own this account please?”
– Daniel Wright (daniel.wright@meadowbank.healthcare)